Accountant in Surrey, BC — personal tax, corporate tax and bookkeeping for Surrey families and businesses.
Fifteen minutes up the highway, and we answer the phone.
We are a two-person firm on Fraser Highway, about two kilometres from the Surrey line. Clayton and East Surrey are roughly five minutes, Cloverdale ten. Surrey clients have been a large part of the practice since 2002.
Call 604-533-4214We reply within one business day, or two during tax season. Greg prepares every corporate year-end himself. With your authorization, we speak to CRA for you.
Open Mon–Fri 9–2 · 9–5 in March & April · 9–3 to June 15
What we do for Surrey clients
The same work, whether you drive to Langley or send everything through the portal. Most Surrey clients we never see in person, and their returns are no different for it.
Personal tax returns
Tax returns for employees, self-employed owners, rental and investment income. Base fee $95.
Corporate tax returns
Corporate tax returns, financial statements, GST and payroll for incorporated Surrey businesses. Base fee $1,800.
Bookkeeping
Monthly or quarterly, on QuickBooks, Sage, CaseWare or Wave. From $400 a quarter.
Behind on filing
Unfiled returns going back years, and the CRA letters that follow. It is a large part of what we do.
Estates and trusts
The final tax return for the person who died, the estate’s own return, and executor support. Base fee $400.
Incorporation
Whether incorporating is worth it at your income, and the tax setup afterwards.
Bookkeeping for Surrey businesses
Monthly or quarterly bookkeeping for incorporated Surrey businesses whose corporate taxes we file: bank and credit card reconciliations, GST and payroll filings, and books that are ready the day your corporate tax return is due. Greg is a Certified QuickBooks Online ProAdvisor, and we also work in Sage, CaseWare and Wave.
From $400 a quarter, or $250 a month on QuickBooks Online. Behind? We bring the books current first, with the catch-up quoted in writing before we start.
Most Surrey bookkeeping clients never visit: statements and receipts come through the secure portal. If you would rather drop off a box, Clayton, Cloverdale and East Surrey are five to ten minutes from the Fraser Highway office.
Where Surrey clients actually come from
Clayton and East Surrey are about five minutes — the Surrey boundary is two kilometres west of the office. Cloverdale is ten minutes on Fraser Highway, Fleetwood and Guildford fifteen to twenty. Newton and South Surrey are further, and those clients mostly use the portal.
There is free parking at the door — unit 106, 20644 Fraser Hwy — which is not true of most downtown Surrey offices.
Two names on your file
Nicole prepares personal returns and handles first contact. Greg prepares every corporate year-end himself and reviews every personal return before it is filed. No juniors, and the same two people next year.
Questions we get from Surrey clients
Do you have an office in Surrey?
No — our office is in Langley, on Fraser Highway about two kilometres from the Surrey boundary, with a second location in Maple Ridge by appointment. Cloverdale is about ten minutes away and there is free parking at the door. Most Surrey clients send documents through the secure portal and never need to come in.
Can you do everything remotely?
Yes. Documents move through a secure portal, signatures are electronic, and the call can be phone or video. We file for clients across BC who have never been to either office.
What does it cost?
Base fees start at $95 for a personal return, $400 for a trust return, and $1,800 for a corporate tax return. Bookkeeping is $400 a quarter, or $250 a month on QuickBooks Online. Those are starting points — the final fee depends on the state of the records. You get the exact number in writing after a short call, before anything begins.
Are you taking new clients?
Yes, year-round. Corporate year-ends run on their own schedule rather than only in the spring, and we take catch-up work at any time of year.
I am behind several years. Will you take that on?
Yes, and it is a large part of what we do. We confirm the cleanup scope in writing before starting so the cost is not open-ended, and we deal with CRA on your behalf once you sign the authorization.
Do you work with my bookkeeping software?
QuickBooks, Sage, CaseWare and Wave. If you are on desktop software or spreadsheets we can still work with the file, and we will tell you whether migrating is worth it for your transaction volume rather than assuming it is.
Book a call about your Surrey return
We will confirm what you need, what we will ask you for, and what it costs. If we are not the right fit, we will say so on the call.
106 – 20644 Fraser Hwy, Langley, BC V3A 4G5