Helping you keep more of what you earned
Ally Luo is a licensed CPA with over 20 years of experience delivering expert accounting & tax solutions to small businesses and high-earning professionals
My services
1,000+
Clients served
90%
Client retention
4x
ROI for services
Some questions you may have
Salary vs. dividends
How should you pay yourself to minimize your personal and corporate taxes?
Retaining vs. withdrawing business funds
Which is more tax-efficient?
Investment account earnings
How do dividends, interest, and capital gains affect your taxes?
Business investment accounts
How do these inpact your eligibility for the Small Business Deduction (SBD)?
Business real estate
How can your business minimize capital gains taxes with holding or selling real estate?
Business succession or sale
How can you proactively plan to minimize taxes when transitioning your business?
CRA letter or audit
What should you do if you receive a letter or audit from the CRA?
Experienced working in the following industries:
Brokers & agents
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Incorporated professionals
Restaurant & franchise owners
Manufacturing & trades
Small businesses owners
Lawyers (sole practitioners or small firms)
Real estate agents & property investors
IT consultants & tech contractors
Experienced CPA
Hi there! I'm Ally - a licensed CPA with over 20 years of experience empowering small business owners and high-net-worth individuals. With a proven track record at top public and private accounting firms, I brings unparalleled expertise to every client engagement.
As a certified QuickBooks Online advisor, I excel in cloud accounting, delivering clear and actionable insights in plain language.
My no-nonsense approach ensures your accounting and tax needs are seamlessly managed, so you can focus on growing your business. Let me handle compliance and uncover the true value in your numbers—empowering you to follow your passion with complete peace of mind.
What my clients say
"Running a growing business is demanding, and the last thing I wanted to worry about was the financial backend. With Ally handling my accounting, payroll, and tax planning, I’ve been able to focus on scaling with peace of mind. She doesn’t just crunch numbers—she helps me make better business decisions."
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What my clients say
"What sets Ally apart is their deep understanding of the unique challenges professionals like myself face. From incorporating my practice to navigating complex tax issues, she has been a trusted advisor every step of the way. I appreciate the proactive approach—no last-minute surprises, just smart planning and clear guidance."
What my clients say
"As our online store grew, so did the complexity of our finances. From inventory management to cross-border tax rules, I felt overwhelmed—until I started working with Ally. She streamlined everything and gave us a clear roadmap for sustainable growth. We’re now more profitable, more organized, and way less stressed come tax season."
What my clients say
"When I got the audit letter from the CRA, I honestly panicked. I had no idea what to expect or how to respond. Ally jumped in right away, walked me through every step, and handled all the communication with CRA. In the end, everything was resolved with no penalties. I can't thank her enough — I felt totally supported the whole way through."
What my clients say
"I’ve worked with several accountants over the years, but none have offered the strategic insight and personal attention that Ally brings. As a physician, my financial situation is complex—multiple income streams, investment portfolios, and a professional corporation. She helped me optimize my tax strategy and set up a plan that protects my long-term wealth. I finally feel confident about my financial future."
