Business Details
Your Trusted Partner for Accounting Solutions
Plett and Associates is a boutique accounting firm dedicated to delivering personalized, high-quality financial services. Our approach prioritizes understanding clients' unique needs, fostering long-term relationships, and providing tailored solutions for tax, business advisory, and financial decision-making. With over two decades of combined experience, our team of Chartered Professional Accountants serves businesses and individuals across Surrey, Langley, White Rock, and surrounding areas. We distinguish ourselves through a commitment to education, transparency, and community involvement, ensuring clients receive both technical expertise and genuine care.Our services span bookkeeping, financial statement preparation, corporate tax returns, and strategic taxation planning, supported by a deep understanding of diverse industries. By maintaining small-firm accessibility while upholding professional excellence, we empower clients to navigate complex financial landscapes with confidence.
Services
Personal Income Tax Filing
Trust and Estate Tax Returns
Bookkeeping Services
Financial Statement Preparation
Corporate Tax Returns
Taxation Services
Business Consulting
Highlights and features
- We offer personalized accounting services tailored to individual client needs
- Our team combines 20+ years of experience in public practice and industry
- We prioritize client education and transparent financial decision-making
- We serve local businesses with community-focused advisory expertise
- We provide prompt, reliable support for urgent tax and accounting matters
Associations and certifications
- Chartered Professional Accountants
What people say
Exceptional service
Prompt answers
Highly recommend
Knowledgeable professionals
Genuine care
Services
Personal Income Tax Filing
Our tax professionals handle individual income tax returns with meticulous attention to deductions and compliance. We guide clients through filing deadlines, CRA requirements, and tax planning strategies while maintaining personalized service. Our expertise ensures accurate submissions for both straightforward and complex personal tax situations.
Bookkeeping Services
We provide comprehensive bookkeeping solutions including transaction recording, bank reconciliations, and accounting system setup. Our team works with QuickBooks, Sage, and other platforms to maintain accurate financial records that support informed business decisions and regulatory compliance.
Financial Statement Preparation
We prepare audited, reviewed, and compiled financial statements tailored to business needs. Our services include assurance engagements that meet lender requirements while providing actionable insights into financial health and operational performance for strategic decision-making.
Corporate Tax Returns
We handle corporate tax filings with focus on maximizing deductions and SRED credits. Our team ensures compliance with CRA regulations while providing strategic tax planning to minimize liabilities and optimize financial outcomes for businesses of all sizes.
Taxation Services
Our taxation expertise covers GST/HST, PST, and cross-border tax obligations. We assist with registration requirements, filing schedules, and reporting methods to ensure compliance while implementing strategies that reduce tax burdens and administrative complexities.
People
Samantha Plett
Partner
CPA with 20+ years in public practice and manufacturing. Specializes in business advisory and tax planning. Active in community sports organizations and holds black belt in Tae Kwon Do.
Lori Allwood
Partner
CPA with 25+ years in industry and public practice. Former CFO with expertise in small business accounting. Serves on CPA Public Practice Review Committee and volunteers locally.
Kristi Isak
Senior Accountant
CPA with 16 years in public practice. Specializes in tax solutions for construction, real estate, and entertainment industries. Committed to exceptional client service and community involvement.
Kamaljit Kaur
Junior Accountant
Pursuing CPA designation with bookkeeping expertise. Holds Commerce degree from India and Business Administration diploma from Langara College. Active volunteer at Sikh temple.
Dani Quigley
Administrative Assistant
First point of contact with administrative certification. Former tutor in French and mathematics. Enjoys sewing, art, and outdoor activities in BC's interior.
Questions
What accounting services do you offer?
We provide personal/business tax filing, bookkeeping, financial statements, corporate tax returns, and business advisory services for clients in Surrey and surrounding areas.
Do you serve businesses outside Surrey?
Yes, we serve clients in South Surrey, Langley, White Rock, Delta, and surrounding communities with both in-person and virtual accounting solutions.
How do I schedule a consultation?
Contact us through our website or phone to arrange an initial consultation. We offer flexible appointment times during regular business hours Monday-Friday.
What are personal tax deadlines?
Personal tax returns are due April 30 annually, with self-employed individuals having until June 15. We help clients meet deadlines and optimize tax positions.
Do you offer business consulting?
Yes, our business consulting includes financial planning, tax strategy, and operational advisory services tailored to small and medium-sized enterprises in various industries.
