Business Clients
Compilation and Review of Financial Statements
Advice on Corporate Income Tax, GST, PST and
Preparation of T2 Corporate Tax Returns
Preparation of GST and PST Returns
Tax Planning (particularly for Owner-Managed Businesses)
Administration of Passive Investment Holding Companies
Personal Clients
Preparation of T1 Personal Tax Returns
Personal Tax Planning, and particularly Establishment and Use of intervivos Trusts
General Financial and Retirement Planning
Estate Planning (in conjunction with client’s lawyers and insurance advisors)
Setting up and Maintaining Record Systems for Personal Investment Portfolios outside of RRSPS
Provision of “second-opinions” on Appropriateness of Asset Class Composition in RRSPS and non-registered Investment Portfolio
Estates and Trusts
Preparation of Terminal T1 Returns
Preparation of T3 Trust Information and Tax Returns for Deceased Estates and for inter vivos trusts set up by living persons
Preparation of Executors’ Accounts for submission to BC Supreme Court (for estates with minor beneficiaries or where there is a risk of litigation by beneficiaries against executors)