Summary of Services

Vancouver Harbour, Vancouver. The Artful Tour | ARTIST DEL MILLER

Vancouver Harbour, Vancouver. The Artful Tour | ARTIST DEL MILLER

Four areas that we specialize in

  1. Estate and Trust matters, including date of death, T1 personal tax return, and real estate matters to varying degrees of complexity.

  2. T1 personal tax returns

  3. Financial statements, including Compilation, Review and Audit engagements

  4. Preparation of T2 Corporate tax return

  • Business start-up

  • Preparation and filing of personal, corporate, estate and trust tax returns

  • Financial statement preparation for corporations, partnerships and proprietorships

  • Income tax planning

  • Audits, Reviews and Compilation Engagements

  • Supervision and guidance through a Canada Revenue Agency (CRA) audit

  • Advice, representation and negotiations for dispute resolution with CRA

  • Due diligence regarding buying or selling of a business

  • Estate and/or Trust administration, accounting, tax and passing of accounts

  • Executorships

  • Forensic matters and legal support

Client Services

Accounting Matters

  • Year-end and interim financial statement preparation and filing of necessary tax returns

  • Preparation of Compilation Engagement, Reviews or Audited Financial statements and reports

  • Business startup

  • Budgeting, forecasting and preparation of projected financial statements with underlying assumptions

  • Computer accounting systems

  • Client accounting – Bookkeeping

  • Cash flow projections

 

Other Accounting Matters

  • Bank presentations, including cash flow projections

  • Lease or purchase decisions

  • Trust audits for law firms and real estate brokers pursuant to request by the Law Society of BC and Real Estate Council of BC

  • Purchase and sale of a business

  • Immigration and emigration planning

  • Forensic matters

  • Legal support

  • Advisory services

  • Retirement planning

 

Tax Services

  • Preparation and planning for personal T1 returns (including partnerships), T2 corporation tax returns, as well as T3 estate and trust returns

  • Obtaining tax clearances

  • Preparation of any special election, tax forms and supplementaries

  • Goods and services tax matters

  • Provincial sales tax

  • Supervision and guidance through a Canada Revenue Agency (CRA) tax audit

  • Settlement of tax disputes, representation regarding appeals with CRA

  • Voluntary disclosures to CRA to avoid penalties

  • Non-profit tax returns

  • T1 personal date of death and T3 Estate and Trust returns including real estate matter of varying degree of complexity and estate with non-resident beneficiaries

Note: We use a mid-size CPA firm located in Bellingham, Washington, for most US tax matters and filings.

Estate and Trust Services

  • Executorships and estate administration, including real estate matters

  • Tax and estate planning, including Will and post-mortem tax planning, including real estate matters

  • Estate and Trust tax compliance and accounting services, including forms and elections required

  • Preparation of final (date of death) and prior personal tax returns

  • Non-resident tax forms, as required

  • Tax clearances to date of death and final

  • Preparation of financial statements for passing of accounts for estates, trusts and committeeships

  • Accounting for estates, trusts and committeeships

  • Forensic matters

  • Pendente Lites

We want your business and will provide you with timely and quality service. Please enquire about any services contemplated which are not listed.