Chartered Professional Accounting Firm
Serving the Greater Vancouver Area
Get access to professional service and advice where you and your business are more than just another set of numbers
Our Clients
We specialize in working with Canadian, privately owned businesses, and their owners and managers.
We serve corporations, partnerships, estates and trusts, and individuals throughout British Columbia.
Serving You Anywhere in British Columbia
We operate virtually and can serve you wherever you are within the province. In person meetings are available for clients at our Langley BC office.
Our Onboarding Process
Initial Discovery Call
Book a discovery call where we will get to know each other and understand the services you are looking for. We want to make sure that our personalities are a good fit and we can deliver the particular services you are looking for.
If everything looks good we will move on to getting the details.
Getting the Details
If, from the discovery call, we want to work together, we will schedule another call where we can get a better understanding of your situation and get into the details. The goal at this stage will be to collect enough information and understand your goals to put an initial proposal together.
Usually, we will need to have you send us additional information that we will need to assess in order to prepare a proposal.
The Proposal
We will assess all the information we have gathered and develop a proposal designed to meets your needs. Depending on the complexity of your situation you may have more than one option on how you can work with us.
Depending on the complexity of your situation this may be delivered in another call or by email.
Engagement
Once you have accepted our proposal we will send you an engagement letter to confirm the terms of working together. Once you return the signed letter you will officially be a client!
Our Services
The most common service a CPA provides is to help clients with their year-end accounting, assurance and tax compliance.
Corporations
- Compiled financial infomration
- Reviewed financial statements
- Corporate tax returns (T2)
- T5 Filings
- Year-end meetings
Individuals
- Personal Tax Returns (T1)
- Tax Planning
- Review your return with us before filing
Partnerships
- T5013 Partnership Return and slips to partners
- Partner Capital Account Calculations
- Partner ACB Calcualtions
Trusts and Estates
- Trust Tax Returns (T3) for:
- Family Trusts
- Estates
- Joint Partner Trusts
Tax Planning and Business Advisory
Whether you are buying or selling a business or working on expanding your business timely advice can give you the confidence you need to get the deal done.
Other Planning Services
- Incorporation of operating or holding corporation
- Assistance with incorporating your existing business
- Clearance certificate applications
- Tax elections
- Final trust distributions
- Windups
- Amalgamations
- Share exchanges
Assistance with CRA
- Responding to review letters
- Notice of objection
- Audit support