Accounting & Tax Services
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Year-end Financial Statements
Corporate Year-End Compilation Engagements (CSRS 4200)
I prepare financial statements for small and medium-sized businesses, non-profit organizations, and charities using information provided by management. These engagements follow the CSRS 4200 standard and include a balance sheet, income statement, and relevant notes.
Purpose & Format
The statements present your organization’s financial position and performance in a clear, accessible format. They are designed for use by management, stakeholders, lenders, and other readers who need reliable year-end information without an audit or review.
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Tax Compliance & Planning
Corporate and Personal Tax Filings
I prepare Canadian corporate and personal tax returns in compliance with CRA requirements. This includes T1, T2, T3, T4, T5, GST/HST, T3010 (Charity), trust returns, and other applicable filings. I also handle complex personal returns involving business income, rental properties, investments, pension income splitting, and more.
Strategic Tax Planning
I offer tailored tax planning for shareholder-owner operators, including guidance on salary versus dividend decisions and tax on split income (TOSI) considerations. Services also include estate tax planning and business succession strategies designed to protect assets and minimize tax exposure.
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Support for Newly Incorporated Companies
Guidance for First-Year Setup and CRA Compliance
Starting a corporation involves more than registration. I help new business owners understand their tax obligations and build a compliant foundation from day one.
Services Include
-CRA registration and fiscal year selection
-GST/PST and payroll onboarding
-Shareholder compensation strategy
-First-year bookkeeping and expense tracking
-T2 filing readiness and documentation tips
-Cash flow planning for taxation
Whether you’ve just incorporated or are considering it, I provide practical advice to help you avoid costly mistakes and stay organized.
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Owner-Managed Business Advisory
Integrated Planning for Small Corporations and Family-Run Enterprises
Owner-managed businesses face unique challenges that span both personal and corporate tax. I offer strategic guidance to help you make informed decisions and protect your long-term interests.
Advisory Focus Areas
-Compensation planning for shareholders
-Tax on split income (TOSI) mitigation
-Succession and estate planning
-Holding company and investment structure advice
-CRA correspondence and reassessment support
This service is ideal for professionals, tradespeople, and family-run corporations seeking clarity, control, and continuity.
Accounting & Tax Services to Kamloops and all of BC Remotely
Serving all of BC remotely
Efficient, accessible, and fully remote, bringing expert accounting and tax services to businesses across British Columbia, with the option to meet in Kamloops.
No matter where you’re located, whether in Vancouver, Victoria, Kamloops, Prince George, or anywhere in BC, you’ll receive personalized service without the need for in-person meetings. However, if you'd prefer a face-to-face consultation, in-person meetings are available in Kamloops by appointment.
CPA licensed accountant specializing in making accounting easy, so you can focus on growing your business.
Providing a simple and convenient client experience:
Direct access to your CPA – No layers of staff, work directly with me
Trusted expert advice tailored to you and your business
Cost-effective solutions designed for small & medium-sized businesses
Timely turnaround, clear communication, and reliability
Convenient features for seamless collaboration:
Available evenings and weekends for flexibility
Electronic signatures for easy document signing
Client portal for secure file sharing
Let’s connect for a free consultation
If you’re looking for help with corporate year-end, personal tax filings, or strategic planning, I offer direct, personalized service across British Columbia.
Please use the contact form to get started. I’ll follow up personally to schedule your consultation and discuss next steps.
