Business Tax & Advisory
Helping you grow your future.
We specialize in small and medium-sized businesses because we understand them—after all, we are one too! We know your time is valuable, so our team of qualified professionals deliver timely, personalized service tailored to your unique needs.
Whether it’s optimizing your tax strategy, streamlining accounting, or planning for growth, we’re here to support you every step of the way. With us, you’re more than just a client—you’re a partner. Let us handle the numbers so you can focus on growing your business.
Corporate and Partnership Tax Returns
As corporate tax law becomes more complex each year, simple compliance becomes more difficult. Preparing a corporate tax return and planning the best corporate tax strategy requires the right team with the right training and experience.
As your year end approaches, we’ll let you know what’s required to complete your tax filing. Once we’ve received your financial information, we’ll ensure that it’s accurately prepared and that you’re not paying more tax than you should. We’ll also help you keep on top of filing deadlines, so you can avoid costly penalties.
Corporate Tax Planning
Corporate tax planning cannot be done in isolation. After all, you’re running a business to meet personal objectives, too.
For this reason, we consider your personal tax objectives alongside your corporate plans in order to ensure the best overall tax result. As your integrated accountant and tax advisors, we’re here for both your business and personal needs.
SR & ED Tax Credit Claims
The Canada Revenue Agency is the largest single source of funding for research and development activities in Canada. With years of experience in this area, we can help you improve your tax credit applications.
We can help you move your project forward with more money available as you take advantage of the CRA programs made for you.
Financial Statement Preparation
If you need financial statements to attach to your tax return, we can help. From simple Notice to Reader statements for management purposes to more elaborate Reviews, we can provide the level of service that your organization needs.
We’ll get it done quickly, we’ll get it done right, and we’ll probably be able to save some you income tax, as well!
Review Services
If your financial statements have to be reviewed for your banker, for shareholders or for licensing or financing requirements, give us a call.
Our technical expertise in the area of financial statement preparation will help to ensure that the process is as efficient and painless as possible.
Sales Tax and Other Compliance
Many businesses are required to collect and remit GST/HST and, in some cases, PST and the rules can be complicated. We can help you determine if you are subject to GST/HST or PST, how the rules apply to your business, how to address the tax implications of unusual transactions and help with compliance.
Not sure how to comply with the new speculation and vacancy and empty homes taxes in British Columbia and Vancouver? Give us a call.
Business Structuring and Advising
Successful businesses can operate as proprietorships, partnerships, or corporations. There is no one‐size‐fits‐all answer.
If you’re unsure of which best serves your needs, our professional staff can walk you through the benefits and pitfalls of each of these structures and which might be best in your circumstances.
Financial Statement Preparation
If you need financial statements to attach to your tax return, we can help. From simple Notice to Reader statements for management purposes to more elaborate Reviews, we can provide the level of service that your organization needs.
We’ll get it done quickly, we’ll get it done right, and we’ll probably be able to save some you income tax, as well!
Cash Flow Analysis
If you need a cash flow analysis in support of a funding proposal, a business plan, or debt reduction strategy, we can crunch the numbers for you.
Whether you need to know for an external party or you’d like it for yourself to better understand the cash flow requirements of your business, we are happy to help.
Retirement and Succession Planning
It’s been said that there are only two things are certain in life: death and taxes. We can’t do anything about death – but we can help you plan for your retirement!
We’ll help you consider the particulars of your estate, how you’d like to divide it up and what tax provisions you can take advantage of in the process.
Buy and Sell Consulting
Buying a business can be a risky endeavour. Whether it’s a manufacturing plant or a restaurant, we’ve probably seen it happen before. Want some advice before you sign on the dotted line? Give us a call.
If you’re thinking of selling your business, there are many things to be done before you actually list it for sale. If you want to maximize the sale price – AND the net after‐tax cash – talk to us.
Accounting Systems Design
If you need a cash flow analysis in support of a funding proposal, a business plan, or debt reduction strategy, we can crunch the numbers for you.
Whether you need to know for an external party or you’d like it for yourself to better understand the cash flow requirements of your business, we are happy to help.
Personal Tax Return Preparation
We’ll help you use all of the tax planning opportunities available to you, prepare your paperwork accurately and file on time. Whether you’re a doctor, a lawyer, an investor, a business owner, a rental property owner, self‐employed, or retired, we have you covered with the specific knowledge required for your tax situation.
You may also have questions about the tax treatment upon sale of your home. Rules relating to your principal residence can be complicated.
Tax & Estate Planning
We work to find tax planning opportunities for you. We’ll assess your financial matters from a tax perspective, and we’ll advise you of the updates and changes you need to know about.
And as your circumstances change throughout the year, don’t be afraid to pick up the phone and talk to one of our tax professionals. Don’t wait until tax time – the earlier in the year you act, the more options you’ll have at your disposal.
Representation on CRA Audits
While the Income Tax Act is written in black and white, many audit issues are not necessarily clear‐cut. When you involve us in your tax planning or tax return process, you reduce your likelihood of a tax audit and can increase the opportunity for a positive outcome if you do get audited.
Once an audit is in process, having our professionals on your side can serve to reduce tensions and encourage a reasonable exchange with CRA officials.
Let us figure it out.
Tax, financial or business questions?
201-4664 Lougheed Highway
Burnaby, BC V5C 5T5
