Business Details
Your Trusted Surrey Chartered Accountants
Schmidt, Berg, Chartered Professional Accountants has been serving Surrey and surrounding areas for close to 50 years. Founded in the 1960s by Henry Schmidt, our firm has built a legacy of exceptional client service and expertise in Canadian tax and financial planning. Our team of seasoned CPAs combines decades of experience with a personalized approach to deliver tailored solutions for individuals, small businesses, and corporations.We prioritize long-term client relationships through transparent communication, proactive tax planning, and a deep understanding of local and national tax regulations. Our commitment to excellence is demonstrated through our track record of helping clients navigate complex financial landscapes while maintaining strict confidentiality and compliance with professional standards.
Services
Corporate Tax Planning
Personal Tax Preparation
Estate Tax Services
Small Business Accounting
Retirement Planning
Highlights and features
- We offer 50 years of local expertise in Canadian tax law and financial planning
- Our team maintains 10-30 year tenure with the firm for consistent service
- We provide customized strategies for corporate, personal, and estate tax matters
- Our CPA team completes advanced tax education and industry certifications
- We guarantee 100% client satisfaction with transparent fee structures
Associations and certifications
- Chartered Professional Accountants (CPA)
Services
Corporate Tax Preparation
Our CPAs specialize in corporate tax compliance and strategic planning for Surrey businesses. We ensure accurate T2 filings while identifying tax-saving opportunities through deductions, credits, and structural optimizations. Our team stays current with federal and provincial tax code changes to maintain compliance while minimizing liabilities for corporations of all sizes.
Personal Tax Planning
We provide comprehensive personal tax solutions including T1 filings, investment income reporting, and self-employment tax strategies. Our specialists maximize refunds through eligible deductions for medical expenses, education costs, and property investments while ensuring compliance with CRA regulations for residents and non-residents.
Estate Tax Services
Our experts guide executors through estate administration and tax filings for deceased individuals. We develop tax-efficient strategies to minimize estate taxes through proper valuation, trust structures, and intergenerational wealth transfer planning while coordinating with legal professionals for complete estate solutions.
Small Business Accounting
We offer complete accounting solutions for small businesses including bookkeeping, financial statement preparation, and cash flow analysis. Our services ensure accurate record-keeping, timely GST/HST filings, and strategic financial reporting to support informed business decisions and regulatory compliance.
Retirement Planning
Our specialists provide comprehensive retirement planning covering RRSP optimization, TFSA strategies, and pension buyout analysis. We help clients maximize Canada Pension Plan benefits while developing tax-efficient withdrawal strategies to ensure financial security throughout retirement years.
People
Graham Schmidt
Managing Partner
Graham Schmidt has led the firm since 1983, bringing over 40 years of accounting expertise. He specializes in corporate tax strategy and business succession planning while maintaining active involvement in client relationships.
Jamie Berg
Tax Specialist
Jamie Berg focuses on complex tax matters with expertise in corporate, personal, and estate taxation. He completed advanced CICA tax courses and specializes in developing strategic tax-saving solutions for high-net-worth individuals.
Andrea Berg
Junior Accountant
Andrea Berg provides essential support in bookkeeping and tax preparation. Her attention to detail ensures accurate financial reporting for small businesses and individual clients.
Ashley Wang
CPA Accountant
Ashley Wang specializes in private company financial reporting and international tax compliance. Fluent in Mandarin, she serves Surrey's diverse business community with expertise in cross-border tax matters.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, financial statements, tax compliance, and cash flow management tailored to Surrey's business environment.
Do you specialize in corporate tax planning?
Yes, our team offers strategic corporate tax planning with expertise in minimizing liabilities through deductions, credits, and structural optimizations.
Can you help with estate tax matters?
We specialize in estate tax planning and administration, including minimizing tax liabilities and coordinating with legal professionals for complete estate solutions.
What retirement planning services are available?
Our retirement planning covers RRSP optimization, TFSA strategies, pension analysis, and tax-efficient withdrawal planning to ensure financial security in retirement.
How do you stay current with tax law changes?
Our CPAs complete ongoing professional development and maintain active memberships in accounting associations to ensure up-to-date expertise.
