Business Details
38 Years
experience
Trusted Calgary Accounting & Tax Services
Scase & Partner Chartered Professional Accountants has served clients in southern Alberta since 1988, founded by Darryl Scase in Nanton before relocating to Calgary. Our firm merged with Gordon J. Meger Professional Accountants and expanded through strategic growth, including the addition of partner Karleen Scase in 2003 and the integration of Holly Merger's practice. As a family-run business with over 30 years of local experience, we prioritize client education, proactive tax planning, and transparent communication. Our team of 10+ professionals delivers full-circle accounting, bookkeeping, tax compliance, and business advisory services tailored to rural enterprises, not-for-profits, and municipalities. We maintain strict compliance with Chartered Professional Accountants of Canada and Alberta standards, ensuring ethical practices and technical excellence.Our online bookkeeping systems provide real-time financial visibility while minimizing administrative burdens for business owners. We specialize in succession planning, cash flow management, and government compliance for agricultural operations and small businesses. Client referrals drive our growth, reflecting our commitment to personalized service and long-term relationships. We emphasize clear explanations of financial statements and tax implications, empowering clients to make informed decisions. Our dual office locations in Calgary and Nanton ensure accessibility for both urban and rural clients.
Services
Bookkeeping
Personal Tax Services
Estate Planning
Not-for-Profit Auditing
Business Advisory
Business Valuation
Corporate Tax Services
GST/HST Filing
Succession Planning
Financial Reporting
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of local accounting expertise in Calgary and southern Alberta.
- Our proactive tax planning approach helps minimize liabilities and maximize savings.
- We provide customized online bookkeeping systems for real-time financial management.
- Our team specializes in agricultural business accounting and government compliance.
- We prioritize client education to ensure complete understanding of financial matters.
Associations and certifications
- Chartered Professional Accountants of Canada
- Chartered Professional Accountants of Alberta
Services
Bookkeeping
Our full-circle bookkeeping services include transaction recording, bank reconciliations, and GST return filings. We implement online systems for real-time financial access and simplify reporting processes. Our team educates clients on financial statements while maintaining compliance with regulatory requirements.
Personal Tax Services
We provide proactive personal tax planning and compliance services, staying current with legislative changes. Our expertise covers estate planning, succession strategies, and clear tax communication. We help clients minimize tax liabilities while meeting all filing obligations.
Business Advisory
Our advisory services focus on cash flow management, operational improvements, and succession planning. We develop strategic business plans and address tax implications for growth or sale scenarios. Our team provides tailored solutions for rural enterprises and agricultural operations.
Not-for-Profit Auditing
We specialize in municipal and not-for-profit auditing, ensuring compliance with funding requirements. Our services help organizations maintain charitable status and meet government reporting standards. We provide expertise in financial governance for public sector clients.
Business Valuation
Our valuation services determine business worth for sale, partnership changes, or strategic planning. We analyze financial metrics and market positioning to provide accurate valuations. This service supports informed decision-making for business transitions.
People
Karleen Scase
Managing Partner
Chartered Professional Accountant with a Commerce degree from University of Calgary. Joined firm in 2003, completed CICA tax course. Manages firm operations and client relations while maintaining athletic pursuits in triathlons.
Darryl Scase
Founder
Established practice in 1988 in Nanton. Merged with Gordon J. Meger Professional Accountants after relocating to Calgary. Provides strategic leadership as senior partner in this family-run accounting firm.
Chris Scase
Former Partner
Darryl's eldest son who joined as partner before transitioning to executive role at Sterling Chemicals Ltd. Represents the family's multi-generational involvement in the accounting profession.
Holly Merger
Partner
Integrated her practice into Scase & Partner, bringing additional expertise in rural community accounting. Contributes specialized knowledge of farm business requirements and government program compliance.
Questions
When are personal tax returns due?
Personal tax returns are due April 30 annually. Self-employed individuals have until June 15 but must pay any balance owing by April 30.
What are corporate tax filing deadlines?
Corporate returns must be filed within six months of fiscal year-end. Balances owing are due two months post-year-end (three months for CCPCs).
When must I register for GST?
Registration is required when revenues exceed $30,000 in the previous 12 months. Collection timing depends on how the threshold was crossed.
How do group RRSPs work?
Employer-matched contributions increase retirement savings. Both employee and employer contributions count toward CRA limits but offer tax benefits through deductions.
