Business Details
33 Years
experience
Professional Accounting & Notary Services Victoria
The Shipley Group is a family-owned business that has served Victoria, BC for over 30 years. We specialize in providing professional notary and accounting services tailored to meet the unique needs of our clients. Our team combines decades of experience with a personalized approach to assist with estate planning, tax preparation, and legal document notarization. We prioritize efficiency and clarity, ensuring clients receive expert guidance through complex financial and legal matters. Our staff includes certified professionals who are committed to continuous learning and adapting to evolving industry standards. We take pride in our local roots, with team members deeply familiar with the Victoria community and its specific regulatory landscape.Our services are designed to simplify processes for individuals and businesses, from routine tax filings to comprehensive estate management. We maintain a client-centric philosophy, emphasizing transparency, reliability, and clear communication in all interactions. Our legacy began with Bill Shipley's dedication to tax clients and continues through Tim Shipley's leadership as a commissioned Notary Public. We remain committed to upholding the trust placed in us by delivering consistent, high-quality service rooted in three decades of local expertise.
Services
Notary Services
Estate Planning
Tax Preparation
Executor Services
Probate Assistance
Will Creation
Power of Attorney
Health Care Directives
T3 Trust Returns
Estate Tax Management
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of combined experience in accounting and notary services
- Our team includes certified Notary Public professionals with specialized training
- We provide comprehensive estate planning solutions tailored to BC regulations
- Our local expertise ensures familiarity with Victoria's specific legal requirements
- We maintain a client-focused approach with personalized service delivery
What people say
Professional expertise
Personalized service
Deep local knowledge
Simplify complex matters
Trustworthy advisors
Services
Estate Planning
Our estate planning service helps clients organize their financial and legal affairs through comprehensive reviews of wills, powers of attorney, and tax implications. We analyze existing documents, identify gaps, and create customized plans that address property distribution, beneficiary designations, and tax optimization. With expertise in BC-specific regulations, we ensure clients' intentions are clearly documented while minimizing probate complications and tax burdens.
Notary Services
As a certified Notary Public office, we provide official verification and authentication of legal documents including wills, property transfers, and business agreements. Our services ensure documents meet provincial legal standards through proper witnessing, identity verification, and official seal application. We specialize in preparing and certifying documents for real estate transactions, estate management, and personal legal matters with strict adherence to regulatory requirements.
Tax Preparation
We offer complete tax filing solutions for individuals and estates, including annual returns, year-of-death filings, and trust tax documentation. Our service covers RRSP/RRIF management, capital gains calculations, and estate tax optimization strategies. With deep knowledge of Canadian tax code, we ensure accurate filings while identifying legitimate deductions and credits to minimize tax liabilities for both personal and estate-related returns.
Executor Services
Our executor support service guides personal representatives through post-death estate management, including probate applications, asset inventory, and tax filings. We assist with beneficiary communications, debt settlement, and distribution planning while maintaining compliance with legal timelines and documentation requirements. Our team provides detailed accounting summaries to ensure transparent estate administration and help executors fulfill their legal obligations efficiently.
Probate Assistance
We specialize in navigating BC's probate process through document preparation, court submissions, and estate tax coordination. Our service includes will validation, asset valuation, and executor guidance to complete the legal confirmation of estate authority. We help clients understand probate requirements, prepare necessary filings, and manage associated tax implications to streamline the transition of assets to beneficiaries while maintaining regulatory compliance.
People
Timothy R Shipley
Notary Public
Commissioned Notary Public with 15+ years' experience, previously in banking and marketing. Completed UBC's Notary Program, specializes in estate documents and legal certifications. Third-generation Victoria resident with deep community ties.
Pritika
Estate Services Specialist
Commerce graduate with dual specializations in International Business and Service Management. Joined The Shipley Group in 2021, focuses on estate documentation and client service. Developing expertise in cross-border estate considerations.
Jeany
Accountant
Certified accounting professional managing complex tax filings and estate accounting. Provides expertise in T3 trust returns and year-of-death tax documentation. Ensures compliance with federal and provincial tax regulations.
William (Bill) Shipley
Founder
Established accounting practice serving Victoria for 30+ years. Canadian Navy veteran and Vic High graduate. Laid foundation for family business now spanning three generations. Passed away in 2008, remembered for dedication to client service.
Alysia
Conveyancer
Specializes in property transfer documentation and real estate legal filings. Ensures compliance with BC land title regulations. Provides expertise in joint tenancy arrangements and property ownership documentation.
Questions
What accounting services do you offer?
We provide tax preparation, estate accounting, T3 trust returns, and year-of-death tax filings for individuals and estates.
Do you handle out-of-province estates?
While specializing in BC regulations, we can assist with basic cross-border estate considerations and coordinate with external experts when needed.
What notary services are available?
We offer will creation, power of attorney, health care directives, real estate documents, and business agreement notarization.
What estate planning documents should I have?
Essential documents include wills, powers of attorney, health care directives, and updated beneficiary designations on registered accounts.
Can you help with probate applications?
Yes, we prepare necessary documentation, guide executors through the process, and coordinate tax filings for BC probate applications.
