Business Details
Your Trusted Accounting Partner in Victoria
Established in Victoria, BC, we are a CPA firm dedicated to delivering insightful accounting, taxation, and advisory services. Our team of experienced professionals prioritizes personalized attention, ensuring clients receive tailored solutions aligned with their unique goals. With deep expertise in audit, compliance, tax planning, and strategic advisory, we serve local businesses, individuals, and non-profit organizations. Our partners actively engage in every project, combining hands-on involvement with continuous staff training to maintain cutting-edge knowledge of tax and financial reporting standards.We pride ourselves on fostering long-term client relationships through transparency, reliability, and a commitment to exceeding expectations. As an approved CPA training office, we invest in mentoring future professionals while maintaining a culture of lifelong learning. Our mission is to be the trusted partner clients rely on for navigating complex financial landscapes and achieving sustainable success.
Services
Tax Planning
Compliance Services
Advisory Services
Non-profit Accounting
Bookkeeping
Audit Services
Estate Planning
Business Valuations
Cash Flow Projections
Shareholder Agreements
Highlights and features
- Our partners provide hands-on expertise with decades of combined experience in accounting and tax strategy.
- We offer tailored advisory services for business valuations, cash flow projections, and shareholder agreements.
- Specialized support for non-profit organizations with audit and compliance expertise.
- Continuous staff training ensures up-to-date knowledge of evolving tax and financial reporting standards.
- Proactive tax planning minimizes liabilities while aligning with long-term business and personal goals.
Services
Tax Planning
We proactively develop customized tax strategies to minimize liabilities for businesses and individuals. Our services include corporate structuring, estate planning, and succession strategies. Partners directly oversee planning to leverage evolving federal and provincial tax regulations for optimal client outcomes.
Compliance Services
We handle personal and corporate income tax filings, GST/HST returns, and partnership/charity reporting. Our team ensures adherence to current legislation while identifying efficiency opportunities. Proactive updates keep clients informed of regulatory changes impacting compliance obligations.
Advisory Services
We provide strategic guidance for business valuations, cash flow projections, and shareholder agreements. Our advisory team works closely with entrepreneurs to implement processes aligned with growth objectives. Tailored solutions address unique operational and financial challenges.
Non-profit Services
Specialized audit, review engagements, and tax compliance for non-profits. We support community organizations, charities, and educational institutions with financial reporting and strategic planning. Continuous training ensures expertise in sector-specific regulatory requirements.
Bookkeeping
We maintain accurate financial records and streamlined bookkeeping systems for businesses. Services include transaction recording, reconciliation, and customized reporting tools. Our processes ensure data integrity to support informed decision-making and tax readiness.
People
Jas Dusanj
Partner
CPA-CA with extensive experience in accounting and tax strategy. Leads client engagements with a focus on personalized service and strategic growth planning. Actively mentors team members while maintaining deep industry expertise.
Kris Wirk
Partner
CPA-CA specializing in tax compliance and advisory services. Brings decades of experience in public practice, focusing on business owner needs. Committed to delivering practical solutions aligned with client objectives.
Paul van Koll
Partner
CPA-CA with expertise in audit and financial reporting. Provides strategic guidance to businesses and non-profits. Emphasizes clear communication and tailored approaches to complex accounting challenges.
Chantal Nguyen
Partner
CPA-CA specializing in non-profit sector accounting. Leads audit engagements with a focus on regulatory compliance and operational efficiency. Advocates for community-driven financial strategies and sustainable growth.
Heather Carroll
Partner
CPA focused on tax planning and business advisory. Works closely with entrepreneurs to develop succession plans and tax-efficient structures. Prioritizes client education and long-term financial strategy alignment.
Questions
What accounting services do you offer for non-profit organizations?
We provide audit engagements, tax compliance, and financial reporting tailored to non-profits, including charities, educational institutions, and community groups.
How do you support business tax planning?
We offer corporate structuring, succession planning, and tax-efficient strategies aligned with business growth goals using current federal and provincial regulations.
Do you provide advisory services for business owners?
Yes, we deliver customized advisory solutions including cash flow projections, shareholder agreements, and business valuations to support strategic decision-making.
Are you an approved CPA training office?
Yes, we are an approved chartered professional accountant training office, providing mentorship and on-the-job training for CPA students.
