Business Details
Your Trusted Partner for Accounting Services in Surrey
Schmidt, Berg, Chartered Professional Accountants has served Surrey and surrounding areas for close to 50 years, offering comprehensive accounting and tax services. Founded in the 1960s by Henry Schmidt, our firm maintains a legacy of exceptional client service through continuity and expertise. Our team of seasoned CPAs specializes in corporate, personal, and estate tax planning, small business accounting, and retirement strategies, ensuring compliance with Canadian tax laws while optimizing financial outcomes.We prioritize personalized service, transparent communication, and long-term client relationships, supported by a staff with 10-30 years of tenure. Our commitment to excellence includes staying current with regulatory changes and leveraging technology for efficient, secure financial management. With a focus on minimizing tax liabilities and maximizing client savings, we serve individuals, small businesses, and corporations across British Columbia.
Services
Corporate Tax Preparation
Personal Tax Filing
Estate Tax Planning
Small Business Accounting
Retirement Planning
Tax Advisory Services
Financial Statements
Bookkeeping
Tax Compliance
Estate Planning
Highlights and features
- 50 years of experience in accounting services across Surrey and BC
- Long-term staff retention ensuring consistent, expert service delivery
- Client-centric approach with customized financial strategies
- Transparent communication and competitive fees with satisfaction guarantee
- Proven track record serving diverse clients from individuals to corporations
Associations and certifications
- Chartered Professional Accountants (CPA)
Services
Corporate Tax Preparation
Our corporate tax services help businesses navigate complex Canadian tax regulations while maximizing savings. We ensure accurate and timely filing of T2 returns, identify eligible deductions and credits, and develop tax-minimization strategies tailored to your business structure. Our team provides proactive planning to reduce liabilities, avoid penalties, and optimize financial performance for companies in Surrey and throughout BC.
Personal Tax Filing
We specialize in personal tax preparation for individuals across British Columbia. Our CPAs ensure accurate T1 filings, maximize refunds through eligible deductions, and provide guidance on investment income, rental properties, and self-employment taxes. With expertise in CRA compliance, we handle complex situations while offering year-round tax planning advice to minimize liabilities and optimize financial outcomes.
Estate Tax Planning
Our estate tax services focus on minimizing tax burdens while ensuring smooth asset transfer. We assist with estate tax return preparation, develop tax-efficient strategies for beneficiaries, and collaborate with legal professionals to create comprehensive plans. With nearly 50 years of local experience, we guide executors through administration processes and help clients structure inheritances to preserve wealth across generations.
Small Business Accounting
We provide tailored accounting solutions for Surrey's small businesses, including bookkeeping, financial statements, and cash flow management. Our services ensure accurate record-keeping, compliance with tax regulations, and strategic financial reporting to support informed decision-making. We help businesses streamline operations, optimize tax positions, and focus on growth while maintaining precise financial records and meeting all reporting requirements.
Retirement Planning
Our retirement planning services help clients prepare for financial security beyond employment. We analyze existing savings, optimize Canada Pension Plan and RRSP contributions, and develop tax-efficient withdrawal strategies. With expertise in estate integration, we ensure retirement plans align with broader wealth transfer goals while addressing tax implications and maximizing available benefits for long-term financial stability.
People
Graham Schmidt
Managing Partner
Graham Schmidt, managing partner since 1983, brings decades of expertise in accounting and client relations. With a focus on personalized service, he specializes in strategic financial planning and tax optimization for businesses and individuals across Surrey.
Jamie Berg
Partner
Partner Jamie Berg specializes in corporate, personal, and estate tax matters with over 25 years of experience. His expertise includes complex tax planning and compliance, serving Surrey businesses and individuals with tailored financial strategies that ensure regulatory adherence and tax efficiency.
Andrea Berg
Junior Accountant
Junior Accountant Andrea Berg provides bookkeeping and tax preparation services, supporting clients with year-end filings and financial record management. Her attention to detail ensures accurate reporting and compliance for small businesses and individual taxpayers in Surrey.
Ashley Wang
Accountant
CPA Ashley Wang specializes in private company financial reporting and taxation, offering expertise in corporate compliance and individual tax planning. Fluent in Mandarin, she serves diverse clients across Surrey with precise financial solutions and multilingual communication capabilities.
Questions
What accounting services do you offer in Surrey?
We provide corporate tax planning, personal tax filing, estate tax services, small business accounting, retirement planning, and financial advisory services tailored to Surrey clients.
How can you help minimize my tax liabilities?
Our CPAs identify all eligible deductions and credits, implement tax-efficient strategies, and provide ongoing planning to ensure compliance while optimizing your financial position.
Do you offer services for small businesses?
Yes, we specialize in small business accounting including bookkeeping, financial statements, tax compliance, and cash flow management to support growth and operational efficiency.
What areas do you serve?
We serve clients throughout British Columbia with primary offices in Surrey, offering personalized accounting solutions for local businesses and residents.
Are you available for estate planning?
Yes, our team provides comprehensive estate tax planning, will creation assistance, and inheritance strategies to ensure tax-efficient asset transfer for your beneficiaries.
Reviews (2)
Genevieve Duford
Nov 24, 2020
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Jamie and his team prepared my taxes last year they were easy to work with i would highly recommend them in the future.
David Madeley
Oct 27, 2019
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Graeme has taken care of my account for the past two years and has always made time to speak with me, even during their busy season. I highly recommend them.
