We specialize in tax planning and compliance services for all individuals and businesses.

The idea behind tax planning and consulting is to allow you to take a proactive rather than reactive approach to determining your tax liabilities. No company or individual wants to pay more taxes than is necessary, and our specialized tax team can help you to plan ahead.

The tax accounting and planning services we offer include, but are not limited to:

• Tax return preparation for individuals, including those with employment, investment, self-employed or rental income

• Tax return preparation for corporations, estates and trusts, and not-for-profit organizations

• Partnership (T5013) income tax return preparation

• Date of death returns for deceased individuals

• WorkSafe BC returns, T3, T4 and T5 preparation

• Provincial and federal commodity tax (GST, PST) planning and compliance

• Assisting with CRA audits and process reviews

• Filing and paying capital dividends (CDA)

• Tax planning for individuals and businesses

• Corporate tax planning – we offer advisory services to corporate tax clients to optimize tax obligations between personal and corporate entities

• Planning for specific tax issues or changes such as marital breakdown, reporting capital gains, utilization of the principal residence exemption, and changes to employment

• Corporate setup and reorganization – we offer advisory services to help clients optimize their corporate structure and setup

• Succession planning

If you’d like to find out more about the tax planning and advisory services we provide – and whether they might benefit you and your organization, please get in touch with us.