VL Tax & Advisory

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Consultation

Victoria Liu, CPA

Strategy first. Then the tax return.

A CPA-led tax and advisory firm serving individuals and businesses across California and nationwide — focused on business owners and entrepreneurs, high-income professionals, real estate investors, and individuals with complex or multi-state tax situations.
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Existing clients: upload confidential tax documents through our secure client portal
CERTIFIED PUBLIC ACCOUNTANT ◆
FORMER ERNST & YOUNG ◆
FORMER PRICEWATERHOUSECOOPERS ◆
YEARS OF EXPERIENCE ◆
CLIENTS SERVED ◆

15+

Years of Experience

985+

Clients Served

2

Big 4 Experience

100%

CPA-Led Work

Services

Considered work across the full financial picture.

Engagements are scoped around what you actually need — a single return, a year-round advisory relationship, or the cleanup that has to happen first. Built for business owners and entrepreneurs, high-income professionals, real estate investors, and individuals with complex or multi-state tax situations.

01

Tax Preparation & Compliance

Tax Preparation and Planning Estate and Trust Tax Return Preparation Tax Accounting
Accurate returns and filings for individuals, businesses, estates, and trusts — prepared with rigorous review so deadlines and details stay clean.

02

Strategic Tax Planning

Tax Preparation and Planning
Tax Issues
Forward-looking strategy through the year — income timing, deductions, entity elections, and year-end moves planned before filing season begins.

03

Business Tax & Advisory

New Business Ventures
Sales Tax Remediation and Compliance
Entity structuring, growth-stage guidance, and ongoing advisory for owners who need a CPA-led partner beyond the annual return.

04

Multi-State & Complex Tax

Sales Tax Remediation and Compliance
Tax Issues
Nexus, multi-state filings, and complex situations that require coordinated federal and state strategy.

About the firm

A trusted advisor, not a filing service.

Founder

Victoria Liu, CРА

Victoria Liu is a Certified Public Accountant who spent the formative years of her career at two of the largest accounting firms in the world — Ernst & Young and PricewaterhouseCoopers — working on complex tax matters for sophisticated clients.

She founded VL Tax & Advisory to bring that same technical rigor to business owners and entrepreneurs, high-income professionals, real estate investors, and individuals with complex or multi-state tax situations, without the layers of bureaucracy. Your engagement is CPA-led from initial consultation through final filing and year-round planning.

We work with business owners and entrepreneurs, high-income professionals, real estate investors, and individuals navigating complex or multi-state tax situations — remotely across California and nationwide, and in person by appointment.

Credentials

Certified Public Accountant

Background

Ernst & Young · PricewaterhouseCoopers

WHY CLIENTS CHOOSE VLTA

What working with us feels like.

01

Business Tax & Advisory

02

Personal Attention

03

Big 4 Experience

04

Transparent Communication

05

Long-Term Relationships

06

Accurate Compliance

07

Business Growth Guidance

08

Entity Structure Clarity

09

Proactive Year-Round Support

Industries served

Familiar with the way your business is taxed.

01

Small Businesses

Owner-operated companies under 100 employees.
02

Medical Professionals

Practices, partners and independent providers.
03

Real Estate Investors

Developers, syndicates and rental portfolios.

04

Consultants

Advisors and self-employed professionals.
05

Retail

Multi-channel sellers with sales tax exposure.

06

Construction

Contractors managing jobs, WIP and payroll.

07

Technology

Startups, founders and equity compensation.
08

Professional Services

Firms, agencies and licensed practices.
09

Entrepreneurs

First ventures through second exits.

The process

Four steps, clearly defined.

I

Consultation

A direct conversation about your situation, your goals and where the real opportunities sit.

II

Financial Review

A careful review of returns, books and structure to establish an accurate baseline.

III

Personalized Strategy

A written plan with clear actions, timing and the tax outcome each step is designed to produce.

IV

Ongoing Support

Quarterly touchpoints, year-end planning and an advisor who answers when you call.

Locations

In person in California. Working with clients nationwide.

VL Tax & Advisory serves clients in person across California and remotely throughout the United States. Whether you prefer a face-to-face meeting or a secure video conference, the same CPA-led experience applies.

Southern California

In-person consultations available by appointment throughout Southern California, including Orange County and Los Angeles.

Northern California

In-person meetings available by appointment across the San Francisco Bay Area and Northern California.

Nationwide, remote

Tax preparation, planning, and accounting services delivered securely to clients across all fifty states.

Locations

“The team restructured our entity and planning calendar in their first year with us. The savings were real, but the clarity was worth more.”

John Wetch

Founder, Retail Group

“Three years as clients. Complex books, multiple properties, never a missed deadline and never a question left unanswered.”

M. & R. Alvarez

Real Estate Investors

“They work with Big 4-level discipline, but you speak with the team directly every time. That combination is rare.”

Daniel Chow

Technology Consultant

Begin the conversation

Let's plan the year ahead, not just file the one behind you.

A thirty-minute consultation with our team to review where you stand and what a proactive plan would look like.
Schedule an Introductory Consultation
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