Services

Full-service tax and accounting for individuals and businesses across the Fraser Valley, all under one roof and explained in plain language, from Chartered Professional Accountants in Abbotsford.

Personal

Personal tax returns (T1)

Preparation and filing of individual income tax returns, with planning through every stage of life.

CRA representation

We communicate with the Canada Revenue Agency on your behalf so you do not have to.

Tax planning

Proactive planning through the year to help you keep more of what you earn.

Estate & trust tax preparation

Preparation of estate and trust returns, prepared carefully and filed on time.

Corporate

Corporate tax returns (T2)

Accurate, on-time corporate income tax returns with planning built in throughout the year.

Review & Compilation financial statements

Review Engagement and Compilation Engagement financial statements to professional standards.

Partnership & proprietorship statements

Preparation of partnership and proprietorship financial statements and business statements.

Business incorporation

Guidance and filings to start and incorporate a new business the right way.

GST returns

GST return preparation and filing, kept current and accurate.

Information returns (T4, T5, T3)

Preparation and filing of T4, T5 and T3 information slips and returns.

Charity & NPO returns

Preparation and filing of charity and not-for-profit returns.

Planning & transitions

Retirement, estate & trust planning

Tax-efficient planning for retirement and for passing on what you have built.

Business succession

Planning to transition your business to the next owner or generation.

Purchase or sale of a business

Support through the purchase or sale of a business, working with your advisor team.

Advisory throughout the year

Perspective and advice on the day-to-day decisions that go beyond the numbers.

New clients are always welcome. Call (604) 859-3137 or send a consultation request to get started.

We tailor our services to what each client needs and talk through scope up front, so there are no surprises.

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