It's been quite a ride building this thing from scratch
Started out of a tiny shared office space on Robson Street. Just me, a laptop, and way too much coffee. Had maybe seven clients that first year – mostly friends and family who took a chance on this new venture. Learned more in those twelve months than in all my years before.
Brought on Sarah and Marcus – two of the sharpest accountants I've ever worked with. We moved to Burrard Street and suddenly had room to breathe. Started specializing more in estate planning 'cause we kept seeing families get blindsided by inheritance tax issues. That broke our hearts, honestly.
Had a couple clients get hit with audits that year – complete nonsense, by the way. We dug in hard, fought back, and won both cases. Word got around, and suddenly we're the go-to folks when the CRA comes knocking. It's stressful work, but man, there's nothing like seeing someone's face when we get their case dismissed.
Like everyone else, we scrambled when COVID hit. Set up remote systems in about 72 hours – wasn't pretty but it worked. Helped dozens of small businesses navigate CEWS, CERB, and all those alphabet-soup programs. Those were some long nights, I'll tell ya. But our clients survived, and that's what mattered.
We're up to twelve team members now, and honestly? Still feels like a family business. We've helped over 400 clients optimize their taxes and protect their estates. The tech's gotten better, but our approach hasn't changed – we actually give a damn about the people we work with. Looking ahead, we're expanding our wealth preservation services because, well, that's where we're seeing the biggest need.
We've put in the work to back up what we say
Chartered Professional Accountant
Trust & Estate Practitioner
Certified Financial Planner
In-Depth Tax Course
A+ Accredited Business
Member in Good Standing
Not just words on a wall – this is how we roll every single day
Look, we could just crank out tax returns all day and call it done. But that's not why we got into this.
We're gonna tell you the truth, even when it's not what you wanna hear. No sugar-coating, no BS.
Tax laws change constantly – if we're not staying sharp, we're becoming useless to you.
Here's the thing – we've got clients who've been with us since day one in 2011. That doesn't happen by accident.
They stay because we saved them real money. Because when the CRA came knocking, we answered. Because we helped them pass their business to their kids without it turning into a tax nightmare. Because we actually answer the phone when they call.
We're not the cheapest option in Vancouver – never claimed to be. But if you add up the tax savings, the stress you don't have to deal with, and the peace of mind knowing someone competent has your back? We're probably the best value you'll find.
Let's talk about your situation – no pressure, no sales pitch, just straight talk about what we can do for you.
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