For thirty years, William Yeung has helped families and business owners navigate important financial and tax matters — from protecting estates and managing complex tax issues to planning how wealth passes responsibly to the next generation.
As Owner and Principal Tax Accountant of Act For One Management Ltd., William brings a meticulous, detail-driven approach to every file. His practice includes estate and trust administration, assisting executors and attorneys acting under Powers of Attorney, tax compliance and planning, and representing clients in matters involving CRA reviews and audits.
三十年來,楊偉廉(William Yeung)一直協助家庭及企業主處理重要的財務及稅務事宜——從保障遺產、處理複雜的稅務問題,到規劃財富如何負責任地傳承至下一代。
作為一諾會計事務所的創辦人及首席稅務會計師,William 一直以嚴謹細膩的態度處理每一個案件。其業務範圍涵蓋遺產及信託管理、協助遺產執行人及授權書代理人(Power of Attorney)、稅務合規與規劃,以及代表客戶處理CRA審查及審計相關事宜。
RPA (Registered Professional Accountant) is a Canadian professional accounting designation distinct from the CPA (Chartered Professional Accountant) designation. RPA and CPA are separate professional accounting designations with different regulatory frameworks and scopes of practice. Both RPA and CPA professionals may provide accounting, tax preparation, and related advisory services within their respective areas of practice. In Ontario, audit and review engagements are restricted to CPAs who hold a Public Accounting Licence (PAL). Act For One Management Ltd. does not provide audit or review engagement services. RPA(註冊專業會計師)為加拿大專業會計資格,有別於 CPA(特許專業會計師)資格。RPA 與 CPA 為兩個獨立的專業會計資格,各自受不同的監管制度規範,業務範圍亦有所不同。RPA 及 CPA 專業人士均可在其各自的執業範圍內提供會計、報稅及相關諮詢服務。在安省,審計及核閱業務僅限持有公眾會計師牌照(Public Accounting Licence)的 CPA 執行。一諾會計事務所不提供審計或核閱服務。
From everyday tax and accounting needs to life's most complex transitions, I help individuals, families, and fiduciaries move forward with clarity, protection, and ethical stewardship — preserving legacy, reducing risk, and creating order along the way. 無論是日常稅務及會計事務,還是人生重大轉折時刻,我都以清晰思維、審慎保障及恪守誠信的態度,協助個人、家庭及受託人妥善安排——守護傳承、降低風險、理清一切。
Estate freezes, corporate reorganizations, and coordinated tax & financial strategy for passing wealth to the next generation.
遺產凍結、公司重組,以及跨代財富傳承所需的稅務及財務策略規劃。
Accurate reporting of overseas property, investments, and income, including foreign tax credits and applicable tax treaty relief.
準確申報海外物業、投資及收入,並因應情況申請外國稅收抵免及適用的稅務協定寬免。
Departure tax, Certificates of Compliance (T2062/T2062A), and tax filing requirements for individuals moving into or out of Canada.
離境稅、稅務清繳證明書(T2062/T2062A),以及移入或移出加拿大人士所需的報稅要求。
Estate and trust accounting, tax support for executors and for attorneys acting under a Power of Attorney for Property, and preparation of final and estate tax returns.
遺產及信託會計、為遺產執行人及財產授權人提供稅務支援,以及準備離世者及遺產稅務申報。
Personal and corporate tax return preparation, tax planning, year-end accounting, GST/HST, and related tax and accounting support.
個人及公司報稅、稅務規劃、年結會計、GST/HST 及相關稅務會計支援。