Practical tax and accounting support.
Tax preparation is the core of what we do. Corporate accounting, estate planning, and CRA work all build from there.
Tax preparation from a Vancouver accountant.
These are the services most clients come to us for. We go through the details carefully and make sure you're only paying what you actually owe.
Personal Tax Preparation
T1 returns for individuals, families, professionals, and self-employed clients. Includes investment income, rental properties, foreign property reporting, and CRA correspondence.
- T1 General returns
- Self-employed filings
- Rental income reporting
- Foreign property reporting
Corporate Tax & Accounting
Year-end accounting, financial statements, and T2 corporate tax support for incorporated professionals and local businesses.
- Year-end statements
- T2 corporate returns
- GST and PST compliance
- Payroll and T4/T5 support
CRA Representation
Direct support with audits, voluntary disclosures, objections, and all communication with the Canada Revenue Agency.
- Audit response
- Voluntary disclosures
- Notice of objection
- Taxpayer relief requests
Planning that supports the tax work.
Longer-term planning that ties directly into your annual return.
Financial Planning
Retirement, education, insurance, and estate planning guided by a CFP approach and coordinated with the tax file.
- Retirement projections
- RRSP and TFSA planning
- Estate planning
- Insurance review
Estate & Trust
Final returns, trust returns, and estate administration support handled with care and steady communication.
- Terminal T1 returns
- T3 trust returns
- Estate planning consults
- Executor support
Business Advisory
Strategic advice for owner-managers, including incorporation decisions, compensation planning, and succession questions.
- Incorporation review
- Salary and dividend planning
- Cash flow planning
- Succession planning
Common questions from new clients.
Are you taking new personal tax clients?
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Yes. We continue to take new personal tax clients throughout the year. We recommend reaching out before mid-March to secure an appointment during tax season.
How much does a personal tax return cost?
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Fees depend on the complexity of the return. A straightforward T1 with employment income starts around the base rate, and additional schedules (self-employment, rental income, investments, foreign property) add to that. We're happy to quote a range over the phone once we know your situation.
Do you handle CRA audits and notices of objection?
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Yes. We represent clients directly with the Canada Revenue Agency, including audit response, voluntary disclosures, notices of objection, and taxpayer relief requests.
Where is the office and is parking available?
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We're at 1748 West 2nd Avenue in Vancouver's Kitsilano neighbourhood, just off the corner of Pine and 2nd. Street parking is available nearby on West 2nd Avenue and the surrounding side streets.
Do you work with incorporated businesses?
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Yes. We handle year-end financial statements, T2 corporate returns, GST and PST compliance, and payroll support for incorporated professionals and small businesses in Vancouver and the Lower Mainland.
What's the difference between a CPA and a CFP?
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A Chartered Professional Accountant (CPA) is licensed to prepare financial statements and tax returns. A Certified Financial Planner (CFP) focuses on long-range financial planning, including retirement, estate, and investment strategy. David Chiu holds both, so tax and planning happen in the same conversation.
Not sure which service fits?
A short call usually clears it up. We'll point you in the right direction.