Licensed U.S. & Canada Tax Accountant
Lily Lo CPA
Professional Corporation
About - Lily Lo
About - Lily Lo
Lily is a Licensed Accountant in both Canada and the U.S with many years of experience since 1998. Lily is able to file both the U.S. and Canadian tax for Individual and Corporation. Lily is also authorized to represent the taxpayers before the IRS and CRA to deal with various tax matters and tax audits.
PROFESSIONAL CERTIFICATES
Licensed Certified Public Accountant in Illinois USA, 2012
Registered Certified Public Accountant in Illinois USA, 2011
Chartered Professional Accountant, CGA in Alberta Canada, 2011
Chartered Professional Accountant, CGA in Canada, 2010
EDUCATION
Certified Acceptance Agent allowed to certify Canadian passports for the IRS, 2021
Commissioner for Oaths in and for Alberta Canada by Alberta Justice Solicitor General, 2020
Registered E-filer with CRA and the IRS, since January 2019
Master in US taxation, Golden Gate University - Bruce F. Braden School of Taxation 2014-2017
Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course I, II, III, 2011-2013
Registered IRS U.S. Tax Preparer, since January 2012
Canadian Certified General Accountant, 2004-2010
Master in Accounting, University of Illinois at Urbana-Champaign, 2001
Bachelor in Economics, National Taiwan University, 1998
TAX PROFESSIONAL EXPERIENCE
Tax Partner U.S. & Canadian Tax - Lily Lo CPA Professional Corporation, 2019 - present
Senior Tax Manager - U.S. Tax Lead, RSM LLP, 2018
Senior Tax Manager - U.S. Tax Lead, Collins Barrow LLP, 2016-2018
Tax Manager - U.S. Tax, PricewaterhouseCoopers LLP, 2014-2016
Tax Manager - U.S. Tax, KPMG LLP, 2012-2014
Tax Manager - Canadian Tax, Deloitte LLP, 2011-2012
Tax Professional - Canadian Tax & U.S. Tax, KPMG LLP, 2006-2011
Senior Tax Accountant, Zeifman & Company LLP, Chartered Accountants, 2005-2006
Senior Tax Accountant, David T. C. Wong Accounting Firm, 2004-2005
Tax Counselor - U.S. Tax, IRS - AARP Tax Aide Program, 2003
Auditor, PricewaterhouseCoopers LLP, 1998-2000
MEMBERSHIP & VOLUNTEER
Chief Financial Officer, Director, VP Finance - Alberta Party, 2018
President, Taiwan Universities’ Alumni Association Alberta Chapter, 2017-2019
Director, Fukienese Association of Alberta, 2017 - present
Member, Taiwan Chamber of Commerce in Canada
Member, Taiwanese American CPA Association
Member, Chartered Professional Accountant in Alberta Canada
Member, Certified Public Accountant in Illinois USA
Optimized To Save You Money
Optimized To Save You Money
As your trusted accountant, Lily Lo CPA PC will help you with tax saving, tax planning, business transaction, business development, incorporation, entity selection, payroll, GST, dividend and more.
We offer a variety of accounting services for our clients from bookkeeping, financial statements, corporate tax, personal tax to U.S. tax. Lily Lo CPA PC ensures the best utilizing of the full extent to minimize the tax and maximize the refund.