Joanne Ly provides tax compliance and advisory services to expatriate employees, high net worth individuals and closely held businesses across diverse industries.
With a wealth of expertise exceeding 15 years, she advises private clients and their businesses on various aspects of cross-border taxation, encompassing inbound and outbound scenarios. Her proficiency extends to areas such as tax planning, tax structuring, optimization of global effective tax, international assignments, Streamlined Filing Compliance Procedures and expatriation tax matters.
Joanne’s assistance extends to domestic clients, addressing issues and reporting related to foreign entities, foreign investments, foreign insurance plans, foreign gifts, foreign assets and foreign trusts. Additionally, she guides nonresident aliens through the complexities of tax issues associated with U.S. real estate investment and pre-immigration tax planning.
Drawing from her extensive experience, Joanne has a background with one of the prominent Big 4 firms. She has years of experience practicing U.S. tax in both Hong Kong and Shanghai, China. Fluent in both Cantonese and Mandarin, Joanne tailors her U.S. tax services to align with the linguistic preferences of her clients.
Joanne holds an active CPA license in Washington state under the name Le Anh Joanne Ly.
Joanne is a foodie person who loves traveling and fostering friendships around dining tables.
Certified Public Accountant
- Member – Washington Society of CPAS (WSCPA)
- Member – American Institute of Certified Public Accountants (AICPA)
BBA/Accounting, Information Systems and Finance – Washington State University