FAQ

We provide corporate and personal tax preparation, bookkeeping, GST/PST filings, CRA audit support, and year‑round advisory for small businesses and incorporated professionals in Vancouver and across British Columbia.

Clients choose us for personalized service, local expertise, fast communication, and proactive tax planning. As a boutique firm, we offer hands‑on support and long‑term relationships.

We are based in Vancouver, BC, and serve clients across the Lower Mainland and Canada through both in‑person and virtual services.

Yes, we are currently accepting new clients from Vancouver, Richmond, Burnaby, Surrey, and the rest of the Lower Mainland. We also work with clients remotely across Canada.

Yes. We provide fully remote accounting services, including digital document submission, virtual meetings, and cloud‑based bookkeeping solutions.

Yes. VANCPA offers services in English, Cantonese, and Mandarin. You can discuss your tax situation, bookkeeping needs, and business questions in your preferred language. Mention your language preference when requesting a consultation.

We work with real estate, construction, e‑commerce, retail, hospitality, medical and dental practices, consultants, tech startups, and professional service firms.

Pricing varies depending on the complexity of your tax or business needs. We provide transparent, upfront quotes for personal tax returns, corporate year‑ends, bookkeeping packages, and advisory services.

Ask whether the proposed scope includes bookkeeping, tax returns, year-end financial statements, payroll, sales tax filings, and advisory meetings. Describe any overdue work or unusual transactions so VANCPA can distinguish recurring services from additional work in the quote.

You can contact us through our website or book a consultation. We’ll review your needs and provide a tailored plan for your business or personal tax situation.

Prepare your latest tax returns, financial statements, bookkeeping records, and a list of outstanding filings or unresolved issues. Tell VANCPA which services you want to transfer and any approaching deadlines so we can discuss the scope and timing of the transition.

Yes. We focus on small businesses, startups, self‑employed professionals, and owner‑managed corporations. Our services include tailored tax strategies, bookkeeping systems, and financial guidance designed to support long‑term growth.

Bring incorporation documents if applicable, records of startup costs, funding details, bank statements, and your planned business activities. Explain whether you have begun hiring or making purchases so VANCPA can assess your recordkeeping and accounting needs.

Yes. We prepare T2 corporate tax returns, Notice‑to‑Reader (NTR) financial statements, and year‑end working papers for incorporated businesses in Vancouver and BC.

Yes. We provide incorporation guidance, tax structure planning, shareholder remuneration strategies, and long‑term tax planning for new and growing corporations.

Bring your business structure details, intended closure date, latest bookkeeping records, outstanding invoices and bills, payroll information, and a list of tax accounts. VANCPA can review the accounting work and outstanding filings involved before confirming the scope of assistance.

Useful starting documents include your previous corporate tax return and financial statements, current bookkeeping records, bank and credit card statements, payroll records, and details of significant transactions. VANCPA will provide a tailored checklist after reviewing your business.

Organize records from the incorporation date onward, including invoices, expenses, bank statements, and payments between you and the company. Tell VANCPA when incorporation occurred and whether your earlier self-employed activity also needs attention.

Yes. VANCPA offers bookkeeping and corporate tax services for Vancouver and Lower Mainland businesses. Coordinating these services helps keep records organized for year-end preparation. We will review your existing bookkeeping, identify outstanding information, and recommend a scope appropriate to your business.

Keep a record of each transfer, its date, amount, purpose, and supporting documents. Explain whether you intended it as funding, repayment, reimbursement, or compensation. VANCPA can review the transactions in the context of your company records.

We support QuickBooks Online, Xero, Wave, and other cloud‑based accounting platforms. We can also help you choose the best software for your business.

Keep bank and credit card statements, customer invoices, supplier bills, receipts, payroll summaries, and records of owner transactions together for each month. Identify missing documents and explain unusual payments so VANCPA can review your records efficiently.

Contact VANCPA to discuss the condition of your records and the periods requiring attention. We will review the available information, outstanding filings, and work involved before recommending a scope and providing a quote.

Provide complete statements and identify which transactions relate to the business, together with supporting receipts and explanations. Tell VANCPA how the account is used. We can review the records and determine what clarification is needed before preparing the accounts.

Provide purchase or lease documents, payment records, and a record of business and personal use, including how you calculated each portion. Describe the asset and its role in the business so VANCPA can review the supporting information needed for accounting and tax preparation.

Yes. We provide ongoing tax planning, business advisory, and financial guidance to help clients reduce taxes, improve cash flow, and make informed decisions throughout the year.

Bring ownership details, descriptions of each spouse's work, compensation records, and recent personal and corporate returns. VANCPA can review remuneration and income-splitting questions against your circumstances and applicable restrictions.

Yes. We prepare personal tax returns for employees, self‑employed individuals, investors, landlords, and incorporated business owners. We also assist with capital gains, rental income, and foreign income reporting.

Bring tax slips, brokerage statements, trade confirmations, and available purchase history. Identify transfers between accounts and any missing records. VANCPA can review what additional information is needed to prepare your personal tax return.

Yes. VANCPA prepares personal tax returns for employees and self-employed individuals. Tell us about both income sources and provide employment slips, consulting revenue records, and related expense records so we can assess your filing needs.

Yes. VANCPA offers planning for RRSP contributions and withdrawals. Share your contribution information, expected income, planned withdrawals, and financial goals so the discussion reflects your household's circumstances.

Yes. VANCPA offers planning related to the Home Buyers' Plan. Bring your anticipated purchase timeline, RRSP information, and previous home ownership details so eligibility and the proposed withdrawal strategy can be reviewed.

Gather purchase documents, mortgage statements, rental income records, expense receipts, and information about improvements or changes in use. If you sold a property, include sale documents. VANCPA will identify any additional records needed for your circumstances.

Provide purchase documents, the dates and details of the change in use, ownership information, rental agreements, and any valuation records available. Tell VANCPA how the property was used before and after the change so the tax implications can be reviewed.

Yes. VANCPA provides tax planning services for real estate investors navigating property dispositions. Contact us before the transaction where possible, with details of ownership, acquisition, use, and the planned sale. The analysis depends on your circumstances and applicable rules.

Yes. VANCPA’s practice includes foreign investment reporting involving T1135 and T1134. We review the nature of your investments and ownership interests to determine the assistance required. These forms address different reporting situations, so provide details rather than assuming one form applies.

Prepare a list of foreign accounts, investments, properties, and company interests, together with ownership details and relevant statements. Bring prior Canadian returns and foreign reporting forms if available. VANCPA will request further information based on the assets and entities involved.

Group statements by account, asset, currency, and reporting period. Keep original documents and identify purchases, sales, income, and transfers separately. Tell VANCPA whether any statements or transaction records are missing before the reporting work begins.

Yes. VANCPA works with professional practitioners, including physiotherapists, registered massage therapists, and chiropractors. Depending on your practice, services may include personal or corporate tax preparation, bookkeeping, and ongoing tax planning.

Tell us whether you are self-employed or incorporated, how your practice collects revenue, whether you have employees, and which bookkeeping software you use. Prior tax returns, financial statements, and a summary of your accounting concerns help us understand the support you need.

Keep contracts, payment statements, invoices, and expense records for each clinic, along with your bookkeeping records. Explain how each arrangement operates so VANCPA can assess your accounting and tax preparation needs.

Keep purchase invoices or lease agreements, financing documents, payment records, and the date each item began being used. Describe how the equipment is used in your practice so VANCPA can review its treatment in your accounting and tax preparation.

Bring sales reports from each platform, payment processor statements, refund records, inventory information, and bookkeeping records. Explain where you sell and how payments reach your bank account so VANCPA can assess the accounting work required.

Prepare a year-end inventory list, purchase invoices, quantities on hand, storage locations, and records of damaged, returned, or unsold goods. Explain how your sales platforms track inventory so VANCPA can assess the information available for year-end accounting.

Provide your business details, planned start date, pay schedule, compensation terms, and any existing payroll account information. VANCPA offers payroll services and can assess the setup and ongoing support your business requires.

Bring sales and purchase records, invoices showing tax amounts, prior filings, registration details, and any related correspondence. Describe what you sell and where your customers are located so VANCPA can assess the filing assistance you need.

Describe your projects, workers, subcontractors, and current recordkeeping. Bring customer invoices, supplier bills, subcontractor payment records, payroll records, and bank statements. VANCPA can use this information to assess your bookkeeping and filing needs.

Provide point-of-sale summaries, delivery platform reports, payment processor statements, refund records, and bank statements. Explain how each system records sales and deducts fees so VANCPA can review how the records fit together.

Yes. We provide CRA audit support, tax review assistance, and representation. We help you respond to CRA requests, prepare documentation, and navigate the audit process confidently.

Provide the complete letter, including its date, reference number, requested information, and stated deadline. Include the relevant tax return and any previous correspondence. VANCPA can assess the request and confirm availability before agreeing to assist with the response.