Personal Tax and Advisory Services by CPA, CA’s

We are Chartered Professional Accountants (CPA, CA’s) who are known for helping clients succeed by providing customized, high quality professional accounting, tax and business advisory services in a responsive and timely manner.  We return phone calls and emails quickly and ensure we are available to respond to urgent client demands effectively and creatively.  We provide the following services to our clients:

– Tax planning including creative tax structures to lower income taxes

– Business consulting related to all areas of acquiring, selling or growing a business enterprise

– Income tax return preparation including all businesses, Estates and individuals

– GST, PST and WorkSafeBC return preparation and filing and representation with the CRA respecting same

– Appropriate preparation of Foreign Property Declarations (Form T1135) with the CRA and Voluntary Disclosure to clean up past non-compliance concerns

– Consultations respecting starting a business and structuring them appropriately for government and tax reduction / planning purposes

– Assist our clients in acquiring businesses and performing due diligence procedures

– Assist our clients in dealing with Estate and Inheritance tax and carrying out their duties as Executors of a Will

– Assist our clients in obtaining financing/debt from lenders/banks for business, real estate acquisition or personal reasons

– Assist our clients in moving to Canada (immigrants) or leave Canada (emigrants) for tax purposes

– Assist our clients in dealing with tax problems and CRA concerns

– Assist regulated professionals with the following: Business advisory services, tax planning, tax filing requirements, assistance with financial planning and debt  reorganization

Below are links to certain of the personal services we offer our individual clients.  Please contact us to discuss your needs.

Personal Tax & Planning

Starting a Business

Debt Consulting

Immigration & Emigration Tax

Tax Problems


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