Business Details
Professional Accounting and Tax Services in Surrey, BC
At Equinox CPA, we are dedicated to delivering high-quality accounting, audit, tax, and consulting services tailored to the unique needs of our clients. With a focus on building long-term relationships, we serve private corporations, non-profits, trusts, estates, small businesses, and individuals across Metro Vancouver. Our team prioritizes understanding each client's short- and long-term goals to provide strategic financial guidance. As a licensed firm registered with Chartered Professional Accountants of British Columbia, we combine technical expertise with personalized service to ensure compliance and optimize financial outcomes. We specialize in navigating complex tax landscapes, offering payroll management, GST/PST filings, and business consulting services.Our commitment to excellence extends to audit and review engagements, estate planning, and non-profit compliance, ensuring clients receive accurate, timely, and forward-thinking solutions. By staying current with evolving tax regulations, we help clients maximize savings and minimize risks. Whether supporting startups or established organizations, our approach emphasizes transparency, reliability, and measurable value. Through proactive communication and meticulous attention to detail, we aim to be an integral partner in our clients' financial success.
Services
Accounting & Bookkeeping
Audit & Review Services
Corporate Tax Preparation
Personal Tax Services
Business Consulting
Payroll Management
GST/PST Filing
Estate & Trust Tax
Non-Profit Compliance
Financial Statement Compilation
Highlights and features
- We offer specialized expertise in corporate and personal tax planning with a focus on maximizing savings.
- Our team provides comprehensive audit and review services adhering to CPA standards.
- We deliver tailored business consulting for startups and established organizations.
- Our firm prioritizes personalized service through detailed understanding of client goals.
- We maintain membership with Chartered Professional Accountants of British Columbia for regulatory excellence.
Associations and certifications
- Chartered Professional Accountants of British Columbia
Services
Accounting & Bookkeeping
Equinox CPA provides comprehensive accounting and bookkeeping services, including financial statement preparation, chart of accounts development, and transaction record maintenance. Our team ensures accurate tracking of sales, purchases, and expenses while supporting business performance analysis. Clients benefit from organized records that facilitate informed decision-making and regulatory compliance.
Corporate Tax Preparation
We specialize in corporate tax return preparation, including T2 filings and related schedules. Our services analyze prior assessments to optimize tax positions and ensure compliance with evolving regulations. Clients receive strategic guidance to minimize liabilities while maximizing savings opportunities through deferral strategies and CRA representation.
Audit & Review Services
Equinox CPA offers audit and review engagements for organizations requiring financial statement verification. Our services meet regulatory, investor, or lending institution requirements by assessing internal controls and risks. We deliver reasonable assurance for audits and limited assurance for reviews, ensuring transparency and compliance with reporting frameworks.
Business Consulting
Our consulting services support business growth through pro-forma financial statements, cost analysis, and internal control implementation. We assist startups with setup and established businesses in optimizing accounting systems. Clients gain actionable insights for budgeting, projections, and operational efficiency tailored to their industry needs.
Estate & Trust Tax
We provide T3 trust returns, estate tax planning, and probate fee minimization strategies. Our team prepares final and optional returns while assisting with CRA clearance certificates. Clients receive guidance on testamentary and inter vivos trusts to ensure efficient asset transfer and compliance with tax regulations.
Questions
What accounting services does Equinox CPA offer?
We provide bookkeeping, financial statement compilation, payroll management, and GST/PST filing services tailored to businesses and individuals.
Do you serve non-profit organizations?
Yes, we offer audit, review, and tax filing services for non-profits and registered charities in compliance with CRA requirements.
Can you assist with CRA audits?
Our team provides professional representation during CRA audits, ensuring accurate documentation and compliance with tax regulations.
What areas do you serve?
We operate in Surrey, Langley, Delta, and surrounding Metro Vancouver regions, offering both in-person and virtual consultations.
Do you handle estate and trust tax matters?
Yes, we prepare T3 returns, manage estate tax planning, and provide trust compliance solutions for testamentary and inter vivos trusts.
What business consulting services are available?
We offer budgeting, cost analysis, internal control implementation, and accounting system setup to support business growth and efficiency.
