Business Details
Professional Accounting Services in Surrey
Plett and Associates is a boutique accounting firm dedicated to delivering personalized, high-quality financial services. Our team of Chartered Professional Accountants combines decades of experience across diverse industries to provide tailored solutions for businesses and individuals. We prioritize building long-term relationships by understanding clients' unique needs, offering expert guidance in tax planning, financial reporting, and business consulting. Our professionals bring specialized expertise from roles in public practice, corporate finance, and industry leadership, ensuring comprehensive support for clients.We advocate for our clients as trusted advisors, collaborating with legal and financial partners to align strategies with individual and organizational goals. Committed to community engagement, our team actively supports local initiatives while maintaining rigorous professional standards. With offices in Surrey, we serve clients across the Lower Mainland, emphasizing transparency, education, and proactive financial management.
Services
Bookkeeping
Financial Statement Reporting
Corporate Tax Returns
Taxation Services
Business Consulting
Personal Income Tax
Trust & Estate Tax Returns
Payroll Compliance
Highlights and features
- We offer personalized accounting services tailored to individual client needs
- Our team includes CPAs with decades of combined experience in public practice
- We provide proactive tax planning and compliance solutions for businesses
- Our professionals maintain active roles in CPA industry committees
- We combine technical expertise with community-focused service delivery
Associations and certifications
- Chartered Professional Accountants
What people say
Tremendously helpful
Exceptional knowledge
High level of comfort
Professional and accessible
Quick to respond
Services
Bookkeeping
Maintaining accurate financial records is essential for business compliance and decision-making. Our bookkeeping services ensure proper documentation of all financial transactions while meeting CRA requirements. We help businesses establish efficient record-keeping systems that support strategic growth and operational clarity.
Corporate Tax Returns
We prepare and file annual corporate tax returns while optimizing tax positions within regulatory frameworks. Our team ensures timely compliance with CRA deadlines and provides strategic advice to minimize tax liabilities. Clients receive clear explanations of tax obligations and planning opportunities.
Business Consulting
Our consulting services focus on business planning, management reporting, and operational improvements. We help clients develop business strategies, create financial projections, and implement effective management systems. Our advisors combine industry experience with practical solutions for sustainable growth.
Personal Income Tax
We provide comprehensive personal tax filing services with emphasis on maximizing deductions and credits. Our team assists with tax planning strategies to optimize financial positions while ensuring compliance with tax regulations. Clients receive personalized guidance for both current and future tax needs.
Trust & Estate Tax
Our specialists handle complex trust and estate tax matters including return preparation and tax minimization strategies. We guide executors through probate processes and provide reporting solutions for estate administration. Clients benefit from our expertise in navigating intricate tax regulations for estates and trusts.
People
Samantha Plett
Partner
CPA with 20+ years in public practice and industry roles. Specializes in business advisory and tax planning. Active in local community organizations and holds black belt in Tae Kwon Do.
Lori Allwood
Partner
Experienced CPA with background in senior financial roles. Focuses on small business clients and tax compliance. Serves on CPA Public Practice Review Committee and volunteers locally.
Kristi Isak
Senior Accountant
16-year public accounting veteran with expertise in construction, real estate, and non-profit sectors. Specializes in resolving complex tax issues for business clients across multiple industries.
Dani Quigley
Office Manager
Client services specialist with administrative certification. Manages front office operations and client communications. Background in education and multilingual skills enhance client support capabilities.
Kamaljit Kaur
Junior Accountant
Bookkeeping specialist pursuing CPA designation. Provides foundational accounting support while completing advanced credentials. Active community volunteer and international education advocate.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, tax returns, business consulting, and specialized reporting for corporations and individuals.
Do you serve businesses outside Surrey?
Yes, we serve clients in South Surrey, Langley, White Rock, Delta, and surrounding Lower Mainland areas.
How do you handle complex tax situations?
Our CPAs specialize in resolving complex tax issues through strategic planning and compliance solutions tailored to client needs.
What experience do your accountants have?
Our team includes CPAs with decades of combined experience across public practice, corporate finance, and industry leadership roles.
Can you help with estate tax planning?
Yes, we provide trust and estate tax services including return preparation and strategies to minimize probate taxes.
Reviews (6)
Judith Beale
Feb 03, 2021
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I am happy to recommend Kristi Isak and the staff at Plett and Associates. She was thorough and professional from first meeting to completion of tax returns. Judy
Alyssa Seney
Jan 05, 2021
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If you're looking for a local accounting firm, look no further! Sam and the team at Plett and Associates are amazing!! They have all the knowledge and expertise of a big firm but with the cozy, family environment of a small joint. No accounting question or problem is too big or too small. They'll walk you through it and make it easy to understand. I highly recommend their services.
Chris Lythgo
Jan 09, 2020
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I have been working with Plett & Associates since 2003 for both my business and personal tax filings. Samantha and her staff of accounting and administrative professions are extremely competent and are well versed in the latest changes to Canadian Tax laws and regulations. I highly recommend Plett and Associates for both business accounting and business and personal tax filings.
Wendy Bullock
Dec 09, 2019
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I've been coming here for years. The ladies that work there are so friendly. Bringing your taxes in is always a stressful time. But I know I can count on nothing is missed. They go above and beyond. Excellent customer service.
Judy Jones
Aug 24, 2019
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We have finally found our forever-accounting firm! They completed our income tax returns in a friendly, efficient manner. Super organized. When you can say that filing your tax returns was a pleasant experience, that is saying something!
Farzeen Mawji
Aug 21, 2019
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Ive had the pleasure of working with the team at Plett and Associates for over a year now. I trust the advice they have given me and appreciate all of the hard work they put into my business accounting files. The entire team is friendly and professional and they always make me feel like a valued client. I highly recommend them!
