About My Practice
My practice focuses on tax compliance and specialty tax services:
- Scientific Research & Experimental Development Tax Credits
- BC Interactive Digital Media Tax Credits for gaming companies
- VCC tax credits for Eligible Business Corporations
- Payment of Capital Gains Dividends out of the CDA account
In addition, I work with transfers of IP pursuant to Section 85 of the Income Tax Act and other more straightforward tax issues, like managing shareholder loans. When issues are outside of my comfort zone:
- US and Cross-Border Tax
- Film Tax Credits
- Indirect or Commodity Tax
- Transfer Pricing
…I work with other specialists.
So my work is generally either compliance-related or specialty tax work. At some point it became clear that neither I, nor my clients are interested in assurance work.
“VIRTUAL” FIRM – THAT DOES HOUSE CALLS
While most of our clients are technology companies located in downtown Vancouver, I work from a home office on Pender Island (where I retreat for sanity) and a 2nd office in Port Coquitlam, from where I can service companies and CPA firms in the lower mainland of BC.
Other team members include a CPA in the Philippines (Divine) and a professional engineer (Tom) who lives in Nanoose Bay on Vancouver Island.
FOCUSED ON TAX & TAX INCENTIVES
It’s no secret that the tax environment is changing for small business. The Canada Revenue Agency (“CRA”) is becoming increasingly process-driven. We are advocates for our clients and try to ensure that your systems and documentation is ready to withstand an audit.
We specialize in tax and tax incentives and are one of Canada’s most experienced SR&ED tax specialists. We can also assist companies that want to register for BC’s Interactive Digital Media Tax Credit (“BC IDMTC”) program, as well as companies looking to qualify as an Eligible Business Corporation (“EBC”) with BC’s Investment Capital Branch.
For startups we provide very cost-effective record-keeping systems to facilitate outsourced bookkeeping and after-the-fact accounting services. These allow us to provide tax planning and SR&ED advisory and support services – at surprisingly competitive prices.