Our Story
Navigate Your Financial Journey with Ancient Wisdom, Modern Expertise
Navigate Your Financial Journey with Ancient Wisdom, Modern Expertise
Look, we're not gonna pretend we've got some mystical crystal ball. What we do have? Twenty-plus years of getting our hands dirty with real numbers, real businesses, and yeah - real tax headaches. Started this practice because honestly, too many folks were getting cookie-cutter advice that didn't fit their actual situation.
Started in a cramped office above a coffee shop on Commercial Drive. Just me, a used filing cabinet, and way too much optimism. First client was a food truck owner who needed help sorting out their mess of receipts - still working with them today, actually.
Had this client trying to expand into the US and realized nobody around here really understood both sides of the border properly. Spent a year getting specialized certifications - turned into our biggest differentiator. Now we handle clients in seven countries.
Finally admitted I couldn't do everything myself. Brought on three incredible accountants who actually know more than me in their specialties. Moved to the Creekside office - no more meetings in coffee shops!
We're serving over 200 businesses now, from solo entrepreneurs to multi-million dollar operations. Still personally review every major tax filing though - some things you don't delegate. Looking ahead, we're focusing on helping more tech startups navigate international growth.
We've put in the work to stay current and certified
Chartered Professional Accountant
International Tax Specialist
Representation Rights
BC Professional Body
Sales Tax Certification
These aren't just letters after our names - they represent hundreds of hours of continuing education every year. Tax laws change constantly, especially when you're dealing with multiple countries. We stay current so you don't have to worry about it.
Every member of our team holds current certifications and we've got specialized expertise across corporate tax, international business structures, and yeah - dealing with CRA when things get complicated.
We're always up for a conversation about your financial situation. No pressure, no sales pitch - just straight talk about whether we're the right fit for what you need.
First consultation's on us. We'll look at your current setup, talk through your goals, and give you our honest assessment of where we can help.
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