Business Details
14 Years
experience
Expert Accounting & Tax Services in Welland, ON
Derly Valencia CPA is a Chartered Professional Accounting firm registered with CPA Ontario, offering tailored accounting and tax solutions for small businesses in the Niagara Region. With over 17 years of experience in diverse industries, including retail, hospitality, real estate, and non-profits, we combine professional expertise, cutting-edge technology, and personalized service to meet client needs. Our team holds prestigious certifications, including CPA, CGA, and BAcc designations, alongside specialized training in QuickBooks and Xero software. We prioritize accuracy, timeliness, and transparency, ensuring books are up-to-date and tax filings are completed on schedule. Our bilingual services in Spanish cater to clients across Ontario through secure cloud-based platforms.As a self-regulated professional body member, we adhere to rigorous ethical and technical standards to protect public interest. Our decade of experience at top Canadian CPA firms informs our commitment to cost-effective, client-focused solutions. We specialize in corporate tax returns, personal tax preparation, bookkeeping, payroll management, and financial statement compilation, serving clients in Niagara Falls, St. Catharines, and surrounding areas. Our dedication to continuous education ensures compliance with evolving tax laws, while customized service packages address unique business requirements. By leveraging digital tools, we provide seamless online support, ensuring accessibility and efficiency for all clients.
Services
Personal Tax
Corporate Tax
Bookkeeping
Payroll Services
Financial Statements
Details
- Year established: 2012
Highlights and features
- CPA-certified professionals with 17 years of industry experience
- Specialized expertise in cloud-based accounting software (QuickBooks, Xero)
- Bilingual services in English and Spanish for Niagara Region clients
- Customized service packages for small businesses across 10+ industries
- Proven track record with top Canadian CPA firms and CRA compliance
Associations and certifications
- CPA Ontario
- QuickBooks Online Gold ProAdvisor
- Xero Advisor
- Canada Revenue Agency (CRA) - Registered Electronic Filer
What people say
Expert tax preparation
Bilingual support
CPA-certified professionals
Cloud accounting efficiency
Personalized service packages
Services
Personal Tax
Professional preparation and electronic filing of personal income tax returns (T1) for individuals, self-employed professionals, seniors, and students. We handle complex cases involving rental, investment, and business income while ensuring CRA compliance. Our cloud-based processes guarantee accurate submissions and timely filings tailored to your specific financial situation.
Corporate Tax
Comprehensive corporate tax return preparation for incorporated businesses, including financial statement compilation and CRA submissions. We ensure proper bookkeeping for prior 12-month periods, manage T5 requirements, WSIB filings, and GST/HST remittances. Our services maintain compliance while optimizing tax positions for corporations in Niagara and Ontario.
Bookkeeping
Cloud-based bookkeeping solutions maintaining up-to-date financial records for businesses of all sizes. We implement monthly, quarterly, or annual reporting systems using advanced accounting software, ensuring accurate transaction tracking, expense management, and financial reporting to support informed business decisions and smooth tax preparation processes.
Payroll Services
Complete payroll processing including CPP, EI, and income tax deductions calculation, government remittances, and T4/ROE filings. We ensure CRA compliance through accurate wage calculations based on provided hours and rates, timely tax remittances, and year-end reporting for Ontario businesses of all sizes.
Financial Statements
Preparation of compiled financial statements for corporate stakeholders and financial institutions. Our services include balance sheets, income statements, and cash flow analysis to meet presentation requirements without audit or review mandates, supporting business decision-making and CRA compliance needs.
People
Derly Valencia
Chartered Professional Accountant (CPA), Certified General Accountant (CGA), BAcc
CPA with 17 years of experience in Niagara's top accounting firms. Holds CPA, CGA, and BAcc designations after completing 13 courses and national exams. Specializes in tax and accounting services for small businesses across 10+ industries while maintaining strict ethical standards.
Questions
What accounting software do you support?
We specialize in cloud-based solutions including QuickBooks Online (Gold ProAdvisor) and Xero, ensuring seamless digital bookkeeping and tax preparation.
Do you offer bilingual services?
Yes, we provide full accounting and tax services in both English and Spanish for clients in Niagara and surrounding areas.
How do you handle CRA compliance?
As a CPA firm registered with the Canada Revenue Agency, we ensure all tax filings and remittances meet CRA requirements for accuracy and timeliness.
What industries do you serve?
We work with businesses across 10+ sectors including retail, hospitality, real estate, construction, non-profits, and professional services in Niagara Region.
Can you assist with payroll management?
Yes, we handle payroll calculations, tax deductions, and CRA remittances including CPP, EI, and T4/ROE filings for Ontario businesses.
