We endeavour to deliver quality services in a timely and personal manner.

Trusts

    Assurance Services (Audit and Review)

  • Auditors’ Report to provide assurance on financial statements or financial information
  • Review Engagement Report to provide negative assurance on unaudited financial statements

    Compilation and Accounting Services

  • Notice to Reader
  • Accounting advisory services
  • Accounting software set-up and training
  • Bookkeeping

    Tax Services

  • Trust Tax Compliance (Registrations and Filings) for resident and non-resident Trusts
  • Tax Planning and Elections
  • 21-year Deemed Disposition Planning
  • Handling Canada Revenue Agency enquiries and audits
  • Withholding tax calculations and remittances
  • Foreign Income, Foreign Asset and Foreign Affiliate reporting
  • Sales Taxes (GST and BC PST)

    Advisory Services

  • Family Business, Succession Planning and Estate Planning
  • Design and Use of Trusts, including Family Trusts, Alter Ego Trusts and Joint Partner Trusts
  • Set-up Planning
  • Design of Accounting Systems and Internal Controls
  • Real Estate Acquisition, Development, Holding and Sale