We work together with clients and their advisors to come up with practical, effective and cost-efficient solutions.


    Compilation and Accounting Services for Unincorporated Businesses

  • Notice to Reader
  • Accounting advisory services
  • Accounting software set-up and training
  • Bookkeeping
  • Payroll services, including payroll for domestic workers

    Tax Services

  • Personal Tax Compliance (Registrations and Filings)
  • Tax Planning and Elections, including Principal Residence planning
  • Handling Canada Revenue Agency enquiries and audits
  • Foreign Income, Foreign Asset, Foreign Affiliate and Foreign Trust reporting
  • Sales Taxes (GST and BC PST) for unincorporated businesses
  • Residency Issues
  • Immigrating to and Emigrating from Canada
  • Non-resident Tax Compliance re Investments, Businesses or Disposition of Property in Canada

    Advisory Services

  • Succession and Estate Planning
  • Design and Use of Trusts, including Family Trusts, Alter Ego Trusts and Joint Partner Trusts
  • Real Estate Acquisition, Development, Holding and Sale
  • Acquiring/Selling a Business (Shares versus Assets)
  • Planning for Incorporation and Design of Organizational Structure