A full range of financial services for all your accounting needs.

Accounting & assurance services

We provide accounting and assurance services to help your business thrive. Our team specializes in reviewing financial statements and preparing interim reports.

Tax planning & compliance

Our integrated approach to tax planning allows us to combine our skills and in-depth knowledge to minimize your tax obligations while ensuring timely and efficient preparation of all your tax filings.

Setting up a business

We support owner-managed businesses, aiding entrepreneurs with services including business structuring, planning, cash flow projections, financing finding, and accounting setup.

Purchasing or selling a business

We can help you with all aspects of the purchase and sale of your business including valuation analysis, cash-flows and projections, transaction planning and tax minimization strategies.

Corporate Services

Bookkeeping training & support

We can help you from the start to end of your accounting cycle including setting up your book-keeping system, payroll processing, HST filings, dealing with the CRA, part-time controllership services, etc.

SR&ED Tax Claims

We can assist you to prepare the applications for Scientific Research and Education tax credits that will help you to continue to invest in your business.

Personal tax returns

Focusing on tax returns for the shareholders of our corporate clients as well as sole proprietors, we work to minimize your tax for the year being prepared and provide advice and suggestions to make sure you are not paying more tax then necessary.

Tax planning

Whether you are an existing client or seeking advice for a specific transaction we will review all the factors that affecting you and prepare strategies to minimize your taxes and help you reach your financial goals.

Non-resident tax

For non-residents earning rents from real property in Canada, disposing of taxable Canadian property, or if you are making payments made to non-residents we can assist you to comply with your Canadian tax obligations.

Sole proprietorships & partnerships

If you are in business for yourself, or a member of a partnership we are here to give you the help you need to report your income accurately.

Individual & Other Services

Trust accounting

Whether it is a trust established as part of a tax planning strategy, an estate, or a personal/spousal trust, we can assist you with planning for distributions, record keeping, filing the appropriate returns in a timely manner and all other matters.

Estate planning

Plan ahead to reduce high taxes on inheritance. Organize affairs early to lower estate taxes and make it easier for the executor.

“I underestimated how overwhelming running your own business is but with Rob’s help, I was able to regain focus.”

— OLIVIA, SQUAMISH BUSINESS OWNER

Questions? Get in touch.