Our services
Expertise that grows with your business.
1
Accounting & Financial Reporting
Reliable financial reporting helps business owners understand their financial position, meet reporting obligations, and make informed decisions.
At Oakpoint CPA, we provide compilation and review engagements tailored to the needs of owner-managed businesses. Our services include year-end financial reporting, preparation of compiled financial information, review engagements, and assistance with year-end accounting adjustments.
Whether you require financial information for internal purposes, tax compliance, financing, or reporting to stakeholders, we work closely with you to understand your requirements and determine the appropriate level of service.
Our approach emphasizes accuracy, clear communication, and timely delivery, helping ensure your financial information serves its intended purpose.
2
Corporate & Personal Tax
Managing tax obligations requires more than preparing returns. It requires an understanding of how your business activities, ownership structure, and personal circumstances interact.
We provide corporate, personal, trust, and partnership income tax compliance services, including T1, T2, T3, and T5013 returns, along with T4, T5, and other related information filings. We also assist with foreign reporting and international tax compliance, including T1134, T106, and T1135 filings, as well as select U.S. tax filings on a case-by-case basis.
Our services extend beyond annual return preparation to include ongoing tax compliance support, reviewing filing obligations, addressing tax-related questions, and identifying potential planning opportunities.
We work closely with clients to meet their reporting requirements and navigate their tax obligations with confidence.
3
Tax Planning & Corporate Reorganizations
Effective tax planning requires a clear understanding of your business structure, financial circumstances, and long-term objectives.
At Oakpoint CPA, we advise owner-managed businesses and shareholders on tax-efficient corporate structures and transactions. Our services include incorporation planning, section 85 transfers, share exchanges, corporate amalgamations and wind-ups, shareholder reorganizations, and holding company structures.
We also assist with lifetime capital gains exemption planning, share purification strategies, and other opportunities to manage corporate and shareholder tax exposure.
Whether you are establishing a new corporate structure, restructuring an existing business, or preparing for a future transaction, we evaluate available alternatives and provide practical advice tailored to your objectives. We also work alongside legal advisors to coordinate the implementation of corporate transactions.
Estate & Succession Planning
4
Planning for the future of your business and family wealth involves important financial, tax, and personal considerations.
We assist business owners and families with tax-efficient estate and succession planning strategies, including estate freezes, family trust planning, intergenerational business transfers, and post-mortem tax planning.
Whether you are considering transferring ownership to the next generation, preparing for retirement, or planning for the preservation and distribution of family wealth, we help evaluate available strategies and their tax implications.
We work alongside your legal and financial advisors to coordinate planning that considers both your immediate circumstances and long-term objectives, helping you prepare for an effective transition of business ownership and family wealth.
Bookkeeping & Payroll
5
Accurate and timely financial records are essential to managing a business effectively and meeting ongoing reporting obligations.
At Oakpoint CPA, we provide comprehensive bookkeeping and payroll services tailored to the needs of small and medium-sized businesses. Our services include transaction recording, bank and account reconciliations, accounts payable and receivable support, payroll administration, government remittances, and monthly financial reporting.
We also assist with cloud accounting software, GST/HST and PST filings, and the organization of accounting records for year-end financial reporting.
Whether you require ongoing bookkeeping support or a more comprehensive outsourced accounting solution, we help maintain reliable financial information, streamline processes, and reduce the administrative demands of operating your business.
Controllership & Financial Management
6
As businesses grow, their financial reporting and management needs often become more complex. Not every business requires a full-time controller, but many benefit from ongoing financial oversight and guidance.
We provide outsourced controllership and financial management services tailored to the needs of owner-managed businesses. Our services include budgeting, cash flow forecasting, management reporting, financial performance analysis, and oversight of accounting processes.
By working closely with business owners and their internal accounting teams, we help improve financial visibility, strengthen reporting processes, and identify potential issues and opportunities throughout the year.
Our goal is to provide the financial insight and support you need to understand how your business is performing, manage resources effectively, and make informed decisions.
Business Advisory
7
Running a successful business involves decisions that extend beyond annual financial reporting and tax compliance.
We provide practical financial and business advice to owner-managed businesses navigating growth opportunities, financing decisions, profitability challenges, acquisitions, and other significant business matters.
Our approach combines financial analysis, tax knowledge, and an understanding of the challenges facing business owners. We help clients evaluate opportunities, consider the financial and tax implications of proposed transactions, and assess alternatives before making important decisions.
Whether you are planning an expansion, considering the purchase or sale of a business, or evaluating your next stage of growth, we aim to provide clear, objective, and practical guidance.
CRA Audit & Review Support
8
Responding to enquiries, reviews, or audits from the Canada Revenue Agency can be time-consuming and stressful, particularly when complex tax matters are involved.
We assist individuals and businesses with CRA correspondence, information requests, reviews, audits, and reassessments. Our services include reviewing matters raised by the CRA, gathering and organizing supporting documentation, preparing responses, and communicating with the CRA on your behalf where authorized.
Where appropriate, we also assist with preparing and filing Notices of Objection to formally dispute tax assessments or reassessments.
Our goal is to help clients understand the issues involved, respond effectively, and navigate CRA processes in an organized and professional manner.
Indirect Tax & Employer Compliance
9
Businesses face a range of tax and reporting obligations beyond income tax. Understanding and managing these requirements is essential to maintaining compliance and avoiding unnecessary penalties.
We assist businesses with ongoing indirect tax and employer-related compliance, including GST/HST, provincial sales tax (PST), British Columbia Employer Health Tax (EHT), WorkSafeBC reporting, and related filing and remittance obligations.
Our services include preparing periodic returns, reviewing filing requirements, assisting with registrations, and addressing routine compliance questions as they arise.
We help businesses stay organized, meet reporting deadlines, and maintain practical processes for managing their ongoing tax and employer obligations.