Business Details
14 Years
experience
Professional Tax & Accounting Services in Welland, ON
Derly Valencia, CPA, CPA is a Chartered Professional Accounting firm dedicated to delivering comprehensive tax and accounting solutions. With over 17 years of experience in the field, including tenures at top Canadian CPA firms, our practice combines deep technical expertise with personalized service. We specialize in corporate and personal tax preparation, bookkeeping, payroll management, and financial statement compilation, serving small businesses and individuals across Ontario. Our CPA designation reflects rigorous academic achievement, including a bachelor's degree in accounting and successful completion of 13 professional courses and national examinations. We maintain strict adherence to CPA Ontario's ethical and professional standards while leveraging cloud-based technology to provide efficient online services.Our commitment to continuous learning ensures clients benefit from the latest tax regulations and accounting practices. By focusing on proactive financial management, we help clients avoid penalties through timely filings and accurate record-keeping. Our bilingual capabilities enable us to serve Spanish-speaking clients effectively throughout the Niagara Region and beyond. We prioritize transparent communication and tailored solutions that align with each client's unique financial situation. This combination of technical excellence, practical experience, and client-centered service has established us as a trusted partner for businesses and individuals seeking reliable accounting support.
Services
Corporate Tax
Personal Tax
Bookkeeping
GST/HST Filing
Payroll Services
Financial Statements
T4/T5 Preparation
WSIB/EHT Compliance
Details
- Year established: 2012
Highlights and features
- 17 years of accounting experience with top Canadian CPA firms
- Personalized service packages tailored to client needs
- Chartered Professional Accountant with rigorous technical training
- Cloud-based technology for efficient online accounting solutions
- Bilingual Spanish-English services for Niagara Region clients
Associations and certifications
- CPA Ontario
- QuickBooks Online Gold Proadvisor
- Xero Advisor
- Canada Revenue Agency (CRA) registered electronic filer
Services
Corporate Tax
We prepare and file corporate income tax returns for incorporated businesses, ensuring compliance with Canada Revenue Agency requirements. Our service includes financial statement preparation, tax planning strategies, and CRA representation. With expertise in various industries, we help businesses meet deadlines while optimizing tax positions through accurate record-keeping and regulatory compliance.
Personal Tax
Our personal tax service handles returns for individuals with diverse income sources including employment, rental properties, and self-employment. We manage basic to complex filings for seniors, students, and families, ensuring accurate deductions and credits. Bilingual Spanish-English support helps non-English speakers navigate Canadian tax requirements with confidence and clarity.
Bookkeeping
We maintain organized financial records using cloud-based software, offering monthly, quarterly, or annual updates based on business size. Our system ensures accurate transaction tracking, simplifies tax preparation, and provides real-time financial insights. This foundational service supports informed business decisions while maintaining compliance with reporting obligations.
Payroll Services
Our payroll service calculates employee deductions for CPP, EI, and income tax, ensuring timely government remittances. We handle T4 and ROE filings while maintaining compliance with employment standards. This comprehensive solution reduces administrative burdens, allowing businesses to focus on core operations while maintaining payroll accuracy and regulatory compliance.
GST/HST Filing
We manage GST/HST registration, return preparation, and filing requirements for businesses. Our service ensures proper tax collection and remittance while identifying applicable rebates. By maintaining compliance with CRA regulations, we help businesses avoid penalties through accurate record-keeping and timely submissions of their sales tax obligations.
People
Derly Valencia
Chartered Professional Accountant
CPA with 17 years of experience in Canadian tax and accounting, including tenures at top CPA firms in Toronto and Niagara Falls. Holds CPA and CGA designations through rigorous academic and professional achievement. Specializes in cross-border tax issues and small business accounting solutions.
Questions
Is Derly Valencia, CPA, CPA a certified CPA in Canada?
Yes, Derly Valencia, CPA, CPA is a Chartered Professional Accountant registered with CPA Ontario, meeting strict educational and professional standards.
Do you offer Spanish-language accounting services?
Yes, we provide bilingual Spanish-English services for tax preparation, bookkeeping, and financial consultations in the Niagara Region.
What accounting software platforms do you support?
We work with Xero and QuickBooks Online, offering setup assistance and cloud-based bookkeeping solutions for businesses of all sizes.
Can you help with corporate tax filings?
Yes, we prepare and file corporate income tax returns, financial statements, and handle CRA communications for incorporated businesses.
Do you serve clients outside the Niagara Region?
Yes, our cloud-based services allow us to work with clients throughout Ontario, including remote consultations and electronic document handling.
