Business Details
Your Trusted Partner for Accounting & Tax Solutions in Richmond
We are a Chartered Professional Accountants firm dedicated to helping clients succeed through diligent service, superior technical expertise, and forward-looking financial analysis. Our team prioritizes understanding the unique challenges of each business, whether family-owned, entrepreneurial, or non-profit, to deliver tailored solutions. With extensive experience across private and non-profit sectors, we combine personalized attention with technological efficiency to maximize value for our clients.Our commitment to integrity, confidentiality, and informed decision-making ensures your financial success remains our priority. Located in Richmond, BC, we serve both long-time residents and new immigrants to Canada with exceptional accounting, tax, and consulting services.
Services
Business Accounting
Personal Tax
Non-Profit Services
Startup Support
Highlights and features
- We provide forward-looking financial analysis beyond basic accounting.
- Our team serves diverse industries with tailored solutions.
- We prioritize client confidentiality and informed decision-making.
- We combine technological efficiency with personalized service.
- We specialize in supporting non-profits and immigrant communities.
Associations and certifications
- Chartered Professional Accountants (CPA)
Services
Business Accounting
We provide comprehensive accounting and tax services for privately held businesses, including financial statement preparation, payroll processing, and corporate structure optimization. Our expertise ensures compliance while supporting growth and strategic decision-making for family businesses and entrepreneurs.
Personal Tax
Our personalized tax preparation services cater to residents and non-residents, handling complex scenarios like rental properties, stock transactions, and estate planning. We ensure maximum refunds while maintaining compliance with Canadian tax regulations for individuals and self-employed professionals.
Non-Profit Services
We specialize in addressing the unique financial needs of non-profits and charities, including grant reporting, compliance with CRA requirements, and strategic budgeting. Our services help organizations focus on their mission while ensuring fiscal responsibility and transparency.
Startup Support
From initial accounting setup to business registration and payroll implementation, we guide new ventures through critical early stages. Our support extends to developing scalable systems for growing businesses, ensuring long-term financial stability and operational efficiency.
People
Katherine Sun
Chartered Professional Accountant
Katherine Sun leads our firm with over two decades of experience in accounting and consulting. She specializes in delivering strategic financial solutions for businesses and non-profits while prioritizing client confidentiality and long-term success.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, and tax compliance services tailored to small businesses, ensuring accurate reporting and strategic financial guidance.
Do you handle tax preparation for non-residents?
Yes, we specialize in preparing tax returns for non-residents, including reporting foreign income, rental properties, and compliance with Canadian tax obligations.
How do you support non-profit organizations?
We offer grant reporting, CRA compliance assistance, and budgeting strategies specifically designed for non-profits to maintain fiscal transparency and achieve organizational goals.
What areas do you serve?
We primarily serve Richmond and Vancouver, BC, supporting both local residents and new immigrants with personalized accounting and tax services.
Are your consultations confidential?
Yes, we guarantee 100% confidentiality for all client information, ensuring privacy and trust in every professional interaction.
