Business Details
Trusted Accounting and Tax Services in Surrey, BC
Equinox CPA is a licensed accounting firm dedicated to delivering comprehensive financial solutions tailored to the unique needs of our clients. With a focus on accounting, audit, tax, and business consulting services, we serve private corporations, non-profits, trusts, estates, professionals, small to mid-sized businesses, startups, self-employed individuals, investors, and families. Our team prioritizes long-term client relationships through unwavering commitment to quality and staying ahead of evolving tax regulations. As members of the Chartered Professional Accountants of British Columbia, we combine technical expertise with personalized service to guide clients through financial complexities. Our mission centers on being an integral partner in our clients' success by providing actionable insights and strategic planning.Whether navigating corporate tax landscapes, preparing personal returns, or offering business consulting, we emphasize understanding each client's short- and long-term goals. Our services extend across Surrey, Langley, Delta, and surrounding Metro Vancouver areas, ensuring localized expertise with a broad professional perspective. We specialize in financial statement compilation, assurance engagements, payroll management, GST/PST compliance, and estate/trust tax planning. Our approach balances technical precision with accessible communication, empowering clients to make informed financial decisions. Through continuous education and adherence to industry standards, we maintain our position as a trusted advisor in the accounting profession.
Services
Accounting & Bookkeeping
Audit & Review
Corporate Taxes
Personal Taxes
Business Consulting
GST/PST Compliance
Payroll Services
Estate Planning
Trust Tax Services
Non-Profit Accounting
Highlights and features
- We offer specialized expertise in corporate and personal tax planning with CRA representation experience
- Our team provides tailored financial statement compilation and assurance services for diverse entities
- We implement a client-centric approach prioritizing long-term financial goals and compliance
- Our local knowledge serves Metro Vancouver businesses and individuals with regional tax insights
- We maintain technical excellence through continuous professional development and CPA accreditation
Associations and certifications
- Chartered Professional Accountants of British Columbia
Services
Corporate Tax Services
Equinox CPA provides comprehensive corporate tax solutions including T2 return preparation, tax deferral strategies, and CRA audit representation. Our services help businesses optimize tax positions while maintaining compliance with evolving regulations. We specialize in analyzing previous assessments to identify savings opportunities for private corporations and small businesses in Metro Vancouver.
Personal Tax Preparation
Our personal tax services include T1 return preparation, final tax returns, and tax planning for retirement, education savings, and asset transfers. We focus on understanding clients' long-term financial goals to maximize tax benefits while ensuring compliance with Canadian tax laws for individuals and families in Surrey and surrounding areas.
Audit & Review Services
Equinox CPA offers assurance services including audits and reviews for private corporations, charities, and non-profits. Our independent examinations ensure financial statements meet reporting standards while identifying internal control improvements. We provide both reasonable assurance audits and limited assurance reviews tailored to organizational needs and regulatory requirements.
Business Consulting
Our business consulting services cover startup planning, financial projections, cost analysis, and accounting system implementation. We help businesses develop budgets, improve cost efficiencies, and establish internal controls. Our CPA consultants provide strategic guidance for growth planning and operational improvements across various industries in the Lower Mainland.
Trust & Estate Planning
We specialize in trust and estate tax services including T3 returns, probate planning, and inter vivos trust strategies. Our team assists with minimizing probate fees, preparing estate documentation, and obtaining CRA clearance certificates. We provide tailored solutions for testamentary trusts and complex estate distributions in British Columbia.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement compilation, payroll processing, and GST/PST compliance services tailored to small business needs in Surrey and surrounding areas.
Do you handle tax audits and CRA representation?
Yes, our CPAs represent clients during CRA audits and reviews, providing expert guidance to resolve tax compliance issues while protecting client interests.
What areas do you serve?
We serve clients throughout Surrey, Langley, Delta, and Metro Vancouver, offering both in-person and virtual accounting services for businesses and individuals.
Can you help with non-profit organization tax filings?
Yes, we prepare T2 returns and information returns for non-profits and registered charities, including financial statement requirements and compliance documentation.
What business consulting services are available?
Our consulting services include financial projections, budget planning, accounting system implementation, and internal control development for startups and growing businesses.
Do you offer personal tax planning services?
Yes, we provide tax planning strategies for retirement, education savings, principal residences, and income splitting to help individuals optimize their tax positions.
Reviews (1)
Harpreet Kaur
Jun 02, 2020
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Equinox CPA was very responsive and professional in handling my taxes. The price was very reasonable as well. Highly recommended
