Wei Jiang, CPA
Growing businesses
Founder-led companies through their first hires, first raise and first audited year, when the finances stop being simple.
About Us
Wei Jiang, CPA Professional Corporation is a Canadian tax and advisory practice based in Ottawa and built around technical depth rather than volume. We advise privately held companies, professional corporations and private groups across the country.
The mandates we take are the ones a national firm would take — provisions, reorganizations, trusts and cross-border reporting — performed and signed by the principals.
A short introduction to the practice.
Principals
Wei Jiang, CPA
Principal — Tax & Advisory
Chartered Professional Accountant, Ontario
CPA Canada In-Depth Tax Program, 2023
Co-Founder & Head of Professional Practice, Levante
A career entirely in tax. At Deloitte in Ottawa, Manager, Tax — reporting to the firm's national high-tech lead partner and leading a team of ten to fifteen across public technology companies and high-net-worth private clients, on IFRS and US GAAP provisions, amalgamations and cross-border structuring. Then in-house at Costco Wholesale Canada as Tax Manager with the rank of Assistant Director, responsible for income, withholding and indirect tax across the Canadian operations, including CRA and Revenu Québec audits. Earlier, Grant Thornton and EY.
Jacquie Wang, CPA
Principal — Accounting, Reporting & Payroll
Chartered Professional Accountant
Director and authorized signing officer
Jacquie's career was built inside finance functions rather than in practice — private enterprises, listed corporations and Fortune 500 environments, where she was the person who had to close the month and defend the numbers. She leads corporate accounting architecture, financial reporting, data analysis and end-to-end payroll.
Clients
Who we work with
Much of our work sits with companies past the point where bookkeeping alone is enough, and well short of the point where a full in-house finance team makes sense.
Professional corporations
Physicians, dentists and lawyers, including firms with regulated trust accounts. How you pay yourself, and what the corporation should hold.
Families and holding companies
Groups with an operating company, investments or real estate, and a succession question somewhere in the background.
Companies that cross a border
Foreign subsidiaries, non-resident shareholders and owners with obligations on both sides of a line.
Delivery
How the work gets delivered
The professional work is ours, and it is signed here. Where an engagement needs more than the two of us, we bring in partners we chose and work alongside directly — never subcontracted out of sight.
Wei Jiang, CPA Professional Corporation
The registered professional corporation. Every engagement, opinion, provision and filing is performed and signed here, by a CPA.
Levante
We are Wei Jiang, CPA Professional Corporation, a CPA firm registered with CPA Ontario. We take clients directly, and we also serve clients through Levante (withlevante.com): Levante runs the platform and the bookkeeping, and we provide the professional work, from tax returns and filings to tax advice, review and sign-off and CRA representation, under our own engagement letter. Our principal, Wei Jiang, CPA, is a co-founder, director and shareholder of Levante.
SR&ED specialists
Technical narrative and claim preparation with a dedicated SR&ED consultancy, filed by us alongside the corporate return.
Credentials
Chartered Professional Accountant (Ontario)
CPA Canada In-Depth Tax Program, completed 2023
Professional corporation registered with CPA Ontario
BBA Accounting, University of New Brunswick
Technical coverage
IFRS and US GAAP income tax provisions
Reorganizations — sections 85, 86, 55(2), amalgamations
Trusts, estate freezes and the 21-year rule
FAPI, T1134, EIFEL and Part XIII withholding
SR&ED compliance and provincial credits
You will always be talking to the person who does the work.
Wei Jiang, CPA · Principal