Accounting & Tax Services

  • Michael Martin CPA Chartered Professional Accountant offering accounting & tax services focused on small & medium size business in Kamloops Vancouver Victoria Kelowna Prince George British Columbia Canada. Financial statements, corporate & personal.

    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.

  • Michael Martin CPA Chartered Professional Accountant offering accounting & tax services focused on small & medium size business in Kamloops Vancouver Victoria Kelowna Prince George British Columbia Canada. Financial statements, corporate & personal.

    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.

  • 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

    -Incorporation consulting including Section 85 rollover

    -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.

  • 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

    -Bookkeeping systems setup and support, including QuickBooks Online (QBO) setup

    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

Year-end Financial Statements
Corporate Tax
Personal Tax

Serving Kamloops and clients across British Columbia remotely

I provide accounting and tax services to businesses across British Columbia through a fully remote, secure client experience. While my practice is based in Kamloops, most engagements are completed without the need for in‑person meetings.

Whether you’re located in Vancouver, Victoria, Kamloops, Prince George, or elsewhere in BC, you’ll receive the same level of personalized service and direct access to your CPA. For clients who prefer face‑to‑face meetings, in‑person appointments are available in Kamloops by request.

What you can expect

  • Direct access to your CPA, no junior staff or outsourcing

  • Practical, clear advice tailored to your business

  • Cost‑effective solutions for small and medium‑sized businesses

  • Timely turnaround and reliable communication

A convenient, modern client experience

  • Secure client portal for document sharing

  • Electronic signatures for fast approvals

  • Flexible availability, including evenings and weekends when needed

Let’s Connect

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.