Income Tax and Bookkeeping Services

Everything Financial has partnerships with a variety of Income Tax professionals who assist in completing our clients’ Income Tax Returns. Our goal is to make the process of filing your taxes as seamless as possible while maximizing your tax savings. Using the Omni Formula, our advisors create tax saving strategies that play an important role in our clients’ Full Financial Plan. Open communication between our Tax Professionals and the Everything Financial Team is imperative to maximizing the benefits of the strategies to ensure our clients’ money is working for them. Once our clients’ tax returns are filed, we are then able to review and compare the tax saving benefits year over year.

Duffin Martin Tax & Accounting

Duffin Martin Tax & Accounting was founded in 1993 and specializes in accounting, bookkeeping, and income tax services including personal and corporate tax returns. They have learned that people are searching for someone who will listen, explain, and provide advice on complex issues in a clear and concise manner. At Duffin Martin they believe that good service is more important than fees and their goal is help their clients grow, plan, and protect their financial future. Their client base is broad, reaching many sectors of business including transportation, real estate, e-services, retail and finance.

Website: http://www.dmtax.ca

Duffin Martin – Founder and CEO:

Duffin founded Duffin Martin Tax & Accounting in the spring of 1993. She specializes in personal and corporate income tax, full cycle bookkeeping, and new business consulting for the past 35+ years. Prior to founding Duffin Martin Tax & accounting, Duffin had 13 years of accounting experience in the forestry, transportation and auto industries. She has taken several courses at BCIT and Kwantlen Polytechnic University in Business Development and Finance.

Brenda Martin – Senior Accountant:

Brenda joined Duffin Martin Tax & Accounting in the fall of 2014. She specializes in personal income tax and full cycle bookkeeping services. Brenda brings over 10 years of accounting experience. Prior to joining Duffin Martin Tax & Accounting, she worked at the Canada Revenue Agency for 2 years in their T1 Matching and T1 assessing departments. She also has experience in the manufacturing and retail industries. Currently, she attends Kwantlen Polytechnic University as a 4th year Bachelors of Business Administration student majoring in Accounting.

MNP Accounting:

MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the public, private and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world. We understand the specialized markets in which you operate and provide tailored solutions to meet your unique business needs.

Website: http://www.mnp.ca/contact/personnel/wayne-lenihan

Wayne Lenihan – CPA, CA:

Wayne is a Business Advisor with MNP’s Assurance Services group in Surrey. Drawing on more than 20 years of experience, Wayne helps owner-managed businesses minimize tax exposure, increase profits and improve operations.  Wayne works with clients that have complex corporate structures, are tax-driven and seek practical solutions. He assists with compilations, wealth management, tax planning and compliance and connects clients with the firm’s broad-based expertise when they need specialized advice and services.  As a trusted advisor, Wayne builds strong relationships that allow him to identify challenges and develop innovative solutions to help clients achieve their goals. He is also an excellent communicator and takes the time to educate clients so that they can make informed decisions for their businesses.  Wayne has a Bachelor of Business Administration from Simon Fraser University. He holds the Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designations, qualifying in 1996.

 

Brian Ikeda Income Tax Services and Bookkeeping:

In addition to being a Certified Financial Planner with Everything Financial, Brian is available to file Income Taxes and provide complete bookkeeping Services for Individuals, Families and Self Employed Individuals. He works closely with the Everything Financial Team to ensure that the Tax strategies created through each individual’s Omni Formula Plan are implemented effectively.

 

 

Printable & Fillable Tax Forms

For more information on this topic, please contact us directly.

CRA Telephone Scams – CRA will never call you directly. All CRA correspondence is sent by mail with their toll free number (1-800-959-8281) and a contact local so that you can call them. If you receive a call from someone claiming to be from CRA and threatening that you owe overdue taxes…this is a scam.