Summary of Services

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

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

  • Business start-up

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

  • Financial statement preparation for corporations, partnership 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

  • Software accounting package – set-up and training

  • 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 and training

  • 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 (including partnerships), corporation tax returns, as well as 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

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 Pendente Lite

  • Tax and estate planning including Will and post mortem tax planning

  • 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

  • Legal support

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