VL Tax & Advisory

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About the firm

Meet Victoria Liu, CPA — Founder of VL Tax & Advisory.

Victoria Liu is a licensed Certified Public Accountant (CPA) with an extensive background in comprehensive tax strategy and assurance.

Big 4 rigor, delivered in a boutique advisory setting.

Having honed her expertise at Big 4 accounting firms, including EY and PwC, Victoria has spent her career navigating complex financial landscapes to deliver top-tier accounting solutions for a diverse range of clients.

Today, as the founder of VL Tax & Advisory (VLTA), she brings Big 4 rigor to a boutique advisory setting. Our work goes far beyond standard April compliance. We are committed to serving as a year-round strategic partner, helping business owners and entrepreneurs, high-income professionals, real estate investors, and individuals with complex or multi-state tax situations build long-term wealth with clarity and purpose.

Credentials

Licensed Certified Public Accountant (CPA)

Background

EY · PwC · Founder, VL Tax & Advisory

Expertise

High-level tax services, delivered with precision.

We provide deep technical expertise across a focused set of advisory and compliance services.

01

Essential Tax Preparation & Filing

Streamlined, accurate tax services for individuals and businesses.

02

Accounting Compliance

Ensuring your business financials meet all regulatory standards.

03

Specialized Individual Filings

Expert management of complex scenarios, including RSU, IPO, cost segregation study and retirement planning.

04

Asset Protection & Wealth Preservation

Minimizing tax exposure through calculated, forward-thinking strategies.

This is why

A focus on proactive tax planning.

A question we frequently hear is, “What exactly is proactive tax planning?”


The answer is straightforward: It is a dynamic, customized tax strategy crafted specifically for your goals.

Your unique financial journey

Every financial journey is distinct.

Influenced by unique aspirations, income streams, life milestones, and family dynamics. At VLTA, the one-size-fits-all approach is left behind. Instead, we design bespoke tax and advisory plans that resonate with your specific needs.

We place your financial concerns at the forefront by:

01

Custom-built tax plan

Devising a strategic, custom-built tax plan.

02

Asset protection

Implementing actionable steps to protect your assets.

03

Ongoing review

Consistently meeting to review financial results and tackle emerging challenges.
Your financial journey deserves an approach genuinely tailored to you. That is the exact commitment we uphold at VLTA.

Work with us

Start with a conversation.

Share a little about your situation and we will arrange a consultation — remotely anywhere in the United States, or in person by appointment in California.

Schedule an introductory consultation

Prefer to pick a time? Schedule an Introductory Consultation — or send a message below.
Existing clients: upload confidential tax documents through our secure client portal.