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Corporate / Small Business

* Compilation (Financials Statements and T2) - from $2650 * T2 Only (no Financial Statements) - from $2,100 * NIL T2 Only - from $1,900

Non-Profits

* Non-Profit Compilation (Financial Statements and Information Return) - from $2,120 * Non-Profit Financial Statements Only - from $1,750 * NIL Information Return (No Financial Statements) - from $1,750

Why hiring a CPA matters when it comes to your business.

There are lots of ‘accountants’ and tax preparers, but they are not necessarily a CPA.  CPAs go through rigorous education and training (7 years – 3 of which are done working full time and in school full time PLUS continuous annual Professional Development requirements) and are regulated by a governing body.  This allows protection for the client as there is a body that is overseeing what we do and they have very strict compliance regulations.

The truth is that “Anyone can call themselves an accountant but they are not allowed to call themselves a Professional Accountant.” CPA’s adhere to the high standards of the Chartered Professional Accounting Association of BC. CPA’s must have a license to practice public accounting in their province and are monitored regularly by the CPA Association.

 

For more information www.bccpa.ca

Estate Income Tax Return

• Estate tax returns start at $750 including Family Trusts, Alter-Ego Trusts, Testamentary Trusts Graduated Estate Returns.

Estates

There are three types of deceased returns that might be filed after death. The legal representative (executor) has to file at least one return called the Final Return. However, it is possible to file multiple returns after death that includes Optional Returns and the Trust returns.

 

You may use the optional returns to declare certain types of income that cannot be claimed on the final return. Also, by claiming certain amounts more than once, splitting them between returns, or claiming them against certain kinds of income, you may be able to reduce or eliminate the deceased’s tax payable as the personal income tax credits may be claimable on each return.

 

Trust returns are required when assets remain in the estate of a deceased individual and not disbursed immediately upon death.

Family Trusts are commonly used for asset protection and wealth management. Family trusts must file an annual T3 Trust Income Tax and Information Return (T3 return) with the CRA 90 days after the trust's year-end - usually by March 31 each year.

Alter Ego Trusts are commonly used for estate planning purposes, particularly around probate fees and division of assets 

Get Started.

Client Portal

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Resources

Access our resources, documents, templates, and other important information that can help you get prepared, organized, and feeling good about your finances.

Book Appointment

Not sure where to start? Book an appointment with us and we can guide you. 

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Our Services.

Expert accounting, personalized for you. Whether you're an individual, small business, or industry professional, our tailored tax and accounting services simplify the numbers—so you can focus on what matters most. Let’s take the stress out of finances and set you up for success.

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