Ralph & Levinson Chartered Professional Accountants

Ralph & Levinson Chartered Professional Accountants

Formerly D A Levinson & Associates and C. Ralph & Associates. We are a Victoria, BC firm focused on practical, high-quality accounting, tax, and advisory work for owner-managed corporations, professionals, construction and trades, real estate, and holding companies. Clients choose us for clear guidance, tight compliance, and steady support with CRA filings, planning, and reviews. View our full service overview: Comprehensive Accounting & Financial Services.

What We Do Best

Reliable Financial Reporting & Analysis: Year-end statements for lenders and owners, with the right level of assurance for your situation.

Strategic Tax Planning & Preparation Services: Corporate and personal planning, accurate filings, and proactive risk reduction.

Expert Business Advisory & Financial Consulting: Structure, growth planning, and transaction support you can act on.

Compliance & Government Reporting for Businesses: GST/HST, PST, T4/T5/T5018, WCB, and BC Employer Health Tax handled on time.

Professional Accounting Services for Businesses & Individuals: Practical, detail-oriented support that ties your numbers to decisions.

Accounting & Assurance (Compilation and Review)

Get statements that lenders and owners can rely on. A compilation efficiently meets year-end and tax filing needs. A review engagement adds limited assurance often requested by banks or bonding companies. We reconcile key accounts, prepare clean working papers, and deliver clear statements for decision-making and financing. Learn more: Reliable Financial Reporting & Analysis.

Corporate Tax Planning & Preparation

Full-cycle corporate tax for CCPCs and professional corporations, coordinated with your bookkeeping team. Typical work includes remuneration planning (salary vs. dividends), loss utilization, intercompany charges, capital cost allowance strategy, and dividends to holding companies. We align year-end entries, minimize risk, and file accurately. Learn more: Strategic Tax Planning & Preparation Services.

Personal Tax for Owners and Professionals

T1 preparation for business owners, incorporated professionals, investors, and families. We handle rental and investment income, capital gains, principal residence reporting, and owner-manager integration so your corporate and personal tax plans work together. Learn more: Strategic Tax Planning & Preparation Services.

Estate, Trust, and Succession

Terminal returns and T3 filings with practical planning to reduce tax and administration. For business owners, we help with ownership transitions, estate freezes, and distribution planning, coordinating with legal advisors as needed. Learn more: Strategic Tax Planning & Preparation Services.

SR&ED Credits and Incentives

Eligibility reviews, documentation frameworks, technical narratives, and T2 claim preparation. We ensure entries tie back to financial statements to avoid surprises at review time and position your claim to capture available credits. Learn more: Strategic Tax Planning & Preparation Services.

Sales Tax and Payroll Compliance

Registration and filings for GST/HST and PST, place-of-supply reviews, and catch-up for missed periods. Year-end information returns T4, T5, T5018, plus WCB and BC Employer Health Tax calculations to keep you compliant. Learn more: Compliance & Government Reporting for Businesses.

Advisory and Consulting

Actionable guidance on incorporation and restructuring, cash flow and budgeting, KPIs and performance analysis, and purchases or sales of businesses. If CRA follows up, we organize responses and represent you so the process stays on track. Learn more: Expert Business Advisory & Financial Consulting.

How We Work

Discovery call: clarify goals, timelines, and pain points.

Secure document upload: we coordinate directly with your bookkeeper if you have one.

Review and planning: identify risks, opportunities, and required adjustments.

Clear meeting: plain-English recommendations and next steps.

Filing and follow-through: accurate e-filings and support if CRA reaches out.

What To Have Ready

Year-end trial balance and general ledger, bank and credit card reconciliations.

Sales, payroll, and subcontractor summaries; capital asset schedules.

Prior-year tax returns and Notices of Assessment; key contracts or purchase agreements.

Who We Serve

Owner-managed corporations, professional practices (medical, legal, engineering), construction and trades, real estate and development, and holding companies.

Service Area

Based in Victoria and serving clients across British Columbia and Alberta through secure virtual collaboration. Explore all services: Comprehensive Accounting & Financial Services.