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Accounting  |  Tax  |  Advisory

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