We provide comprehensive financial planning, tax preparation and accounting services. We prepare approximately 500 personal tax returns annually, most are complex involving a combination of T2125 business schedules, T776 rental schedules, and T5008 related to the disposition of stocks, bonds, and the sale of real estate.
(schedule 3). Other tax returns, may involve rental property by non residences (Section 216 tax return), the sale of property by a non resident, a request for a clearance certificate and the filing of a Section 116 tax return. As well as preparing US tax returns for non residents 1040NR or US citizen's 1040 and state tax returns.
We all prepare approximately 70-80 corporate tax returns, and Notice to Readers (NTR)
With respect to financial planning we provide retirement and investment analysis as well as asset monitoring and fully integrated financial plans.
As our client base ages, we are getting more involved in Estate planning and unfortunately the preparation of terminal tax returns.
We also have a bookkeeper to provide booking services to business owners who are either incorporated or are self employed proprietors.
The owner of the company, Terry Greene, has two financial planning designations, and a joint economics/business degree from Simon Fraser University (SFU) and has owned this business since 1994.
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