OUR STORY
Your trusted advisor with tax advisory mindset and over 15 years of professional experisnce
Have you ever felt lost navigating the complex tax landscape? Have you sought tax advice for your business or family, only to encounter a lack of service and slow responses? Have you received advice that doesn’t consider your unique circumstances? If you’ve answered yes to any of these questions, you’re in the right place.
Journey Tax Solutions is your ally in the intricate world of taxes, specializing in owner-managed businesses and family offices. We understand the challenges faced by entrepreneurs and families, which is why we offer our expertise as trusted advisors to ease the burden of your tax concerns, allowing you to focus on growing your business.
Our name, Journey Tax Solutions, reflects the comprehensive range of services we provide. From personal tax planning and business incorporation to expansion, tax structuring, and general advisory, we cover all aspects of your journey. Whether it’s family tax planning, business exit strategies, estate planning, or post-mortem planning, we’re here to assist you every step of the way.
We’re not just your typical tax preparers; we’re your partners in tax planning, both professionally and personally. At Journey Tax Solutions, we’re committed to guiding you through life’s journey with expert advice and unwavering support.
Areas of Expertise
- Corporate reorganization
- Business purchase and sale
- Succession, trust, estate and post-mortem planning
- Distribution and remuneration planning
- Personal and corporate tax advisory
- Corporate, personal, trust, and partnership tax filing
- General business advisory
Yvonne Chu CPA, CA
Founder and Tax Advisor
Introducing Yvonne Chu and Journey Tax Solutions
Meet Yvonne Chu, the Founder of Journey Tax Solutions (JTS). With over 15 years of experience in tax planning and advisory services for owner-managed businesses, family offices, and high-net-worth clients, Yvonne is your go-to advisor for all your tax needs.
A Legacy of Excellence
Yvonne stands as an exemplar among CPAs, distinguished by her pivotal role as a representative at CPA Canada, where she not only taught, but led the nation’s tax education programs (In-Depth Tax Program and Advanced Tax Programs) where professional CPAs obtain certificates in navigating complex tax issues. With more than a decade of experience, including tenure at prestigious firms like PwC LLP, E&Y LLP and KPMG LLP, she ascended to the position of Director of Tax. She brings a wealth of experience to every client interaction, including not only her expert knowledge, but excellent communication skills with her education background.
Passion Meets Purpose
Yvonne’s passion for accounting was ignited over 15 years ago, and it’s only grown stronger since. She found her calling in advising owner-managed businesses, driven by the tangible impact she could make on their financial well-being. Today, at JTS, her mission is clear: to support business owners on their professional and personal journeys through tailored tax solutions.
Expertise You Can Trust
As a Chartered Professional Accountant (CPA) and legacy Chartered Accountant (CA), Yvonne’s credentials speak for themselves. From achieving top grades in the CPA In-Depth Tax Program to leading tax education courses, she’s committed to staying at the forefront of her field. But beyond her qualifications, it’s her dedication to client success that truly sets her apart.
Vishva Patel
Office Administrator
Introducing Vishva Patel
Meet Vishva Patel, Office Administrator at Journey Tax Solutions (JTS). With over five years of diverse experience in customer service, technical support, and project coordination, Vishva is a dependable operations professional who ensures the firm’s day-to-day activities run smoothly and efficiently. Whether coordinating meetings, managing documents, or supporting client inquiries, Vishva approaches her work with professionalism, care, and a strong commitment to excellence.
A Steady Hand in Administrative Excellence
At JTS, Vishva plays a vital role in supporting both the internal team and valued clients. From managing scheduling, correspondence, and workflow tracking to preparing client documentation and coordinating administrative processes, she brings structure, clarity, and professionalism to every task. Her background in virtual assistance and technical operations allows her to adapt seamlessly to a dynamic, fast-paced environment.
Passionate About Process and People
Vishva is driven by a genuine interest in supporting professional service teams and enhancing client experiences. Her ability to anticipate needs, stay organized, and communicate clearly makes her a go-to resource for both clients and colleagues. With a strong service mindset, she contributes to a collaborative and high-performing workplace culture.
Tech-Savvy and Solution-Oriented
Holding a master’s in information technology and a Google Project Management certification, Vishva brings a modern approach to administrative support. She is proficient in a wide range of digital tools, including Asana, Jira, Trello, Salesforce, MS Office, and Canva – all of which enhance her ability to streamline tasks and solve problems proactively with a modern approach.
Calvin Lau
Staff Accountant
Introducing Calvin Lau
Meet Calvin Lau, a dedicated and detail-oriented accounting professional with a passion for precision and financial integrity. With a strong foundation in bookkeeping, financial reporting, budgeting, and data analysis, Calvin brings both technical expertise and a commitment to continuous learning to every role he takes on.
A Growing Force in Financial Operations
Calvin is quickly emerging as a reliable and trusted professional in the accounting field. His experience spans core areas such as general ledger management, reconciliations, and the use of leading accounting and tax tools. Whether it is managing day-to-day bookkeeping or tax return preparation, Calvin is committed to delivering accurate and timely financial insights that support the client’s regulatory and compliance needs.
Driven by Professional Growth
Calvin’s interest in accounting goes beyond numbers—he’s motivated by the impact that sound financial practices can have on an organization’s growth and sustainability. He is particularly drawn to corporate accounting, financial planning, and audit readiness, and seeks opportunities to contribute to streamlined, transparent, and compliant financial operations.
Committed to Excellence and Lifelong Learning
A firm believer in staying ahead of the curve, Calvin continues to develop his expertise in tax compliance, financial regulations, and evolving accounting standards. He thrives in structured environments where accuracy, accountability, and improvement are valued. With his analytical mindset and dedication to professional development, Calvin is well on his way to becoming a key asset in the accounting world.
Appa Chu
Chief Executive of Pawsitive Experiences
Introducing Appa: Your Furry Colleague
Say hello to Appa, the beloved Chief Executive of Pawsitive Experiences at JTS. With a wagging tail and a heart full of joy, he brings an unparalleled level of dedication and cuddles to the workplace.
A Journey of Joy
Appa’s career began over 4 years ago as a playful pup in Red Deer, Alberta. Since then, he’s charmed his way into the hearts of everyone at JTS after relocating to Coquitlam, BC. His specialty? Spreading warmth and comfort through his cuddles.
Bringing Happiness to the Workplace
Appa’s expertise lies in creating a positive and comforting atmosphere. Whether it’s snuggling up during meetings or making delightful cameo appearances in video calls, his presence never fails to bring a smile to everyone’s face.
More Than Just a Mascot
Beyond his duties at JTS, Appa takes on the important role of the family intelligence officer. With ears alert and ready, he diligently keeps everyone at home safe by alerting them (read: barking loudly) whenever people or cars pass by.
Get Ready for Pawsitive Experiences
Ready to experience the joy that Appa brings to the workplace? Stay tuned for his heartwarming cuddles and delightful antics. With Appa by your side, every day at JTS is filled with happiness and warmth.
Ready to take control of your tax planning?
Schedule a consultation with our experts today and let us help you navigate the path to financial stability.
Click the button below to book your appointment now.