For thirty years, William Yeung has helped families and business owners navigate important financial and tax matters — from helping protect estates and handling tax matters to planning how wealth passes responsibly to the next generation.
As Owner and Principal Tax Accountant of Yeung & Associates (operating name of Act For One Management Ltd.), William brings a meticulous, detail-driven approach to each file. His practice includes estate and trust accounting and administration support, assisting executors and attorneys acting under Powers of Attorney, tax compliance and planning, and assisting clients with 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——從協助保障遺產、處理稅務事宜,到規劃財富如何負責任地傳承至下一代。
作為 Yeung & Associates(一諾會計事務所,Act For One Management Ltd. 之營運名稱)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各項案件。其業務範圍涵蓋遺產及信託會計與管理支援、協助遺產執行人及授權書代理人(Power of Attorney)、稅務合規與規劃,以及協助客戶處理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. 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。
Yeung & Associates is based in Ontario and provides tax preparation, bookkeeping, and tax and accounting advisory services, including estate and trust support. Audit and review engagements are regulated public accounting services restricted under provincial law to CPAs holding the required Public Accounting Licence or equivalent authorization. The firm does not provide audit or review engagements. Professional title and public accounting requirements vary by province. Yeung & Associates 以安大略省為基地,提供稅務申報、簿記,以及稅務及會計諮詢服務,包括遺產及信託事務支援。審計及核閱業務屬受規管的公眾會計服務,根據省級法例僅限持有所需公眾會計師牌照(Public Accounting Licence)或同等授權的 CPA 執行。本事務所不提供審計或核閱服務。專業稱銜及公眾會計的規定因省份而異。
Our practice is limited to accounting, taxation and financial planning matters. We do not provide legal services or legal advice. Where legal services are required, we work with or recommend consultation with qualified legal counsel. 本事務所的業務範圍僅限於會計、稅務及財務規劃事務。我們不提供法律服務或法律意見。如需法律服務,我們會與合資格的法律顧問合作,或建議客戶諮詢合資格的法律顧問。
From everyday tax and accounting needs to life's most complex transitions, I help individuals, families, and fiduciaries move forward with clarity, care, and ethical stewardship — helping preserve legacy, manage risk, and bring 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、審慎周全及恪守誠信的態度,協助個人、家庭及受託人妥善安排——協助守護傳承、管理風險、理順事務。
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。
Careful reporting of overseas property, investments, and income, including T1135 Foreign Income Verification Statements, T1134 foreign affiliate information returns, foreign tax credits and applicable tax treaty relief.
審慎申報海外物業、投資及收入,包括 T1135 海外收入核實表及 T1134 境外關聯公司資料申報表,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, preparation of final and estate tax returns, and T3 trust return and bare trust reporting where required.
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,準備離世者及遺產稅務申報,以及在適用情況下的 T3 信託報稅及名義信託(Bare Trust)申報。
Personal and corporate tax return preparation, tax planning, year-end accounting, GST/HST, and related tax and accounting support, including for professional corporations.
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,包括專業公司(Professional Corporation)。