Chartered Professional Accountants (CPA)

Exceptional accounting, business advisory and tax services.

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VANCOUVER BC

We are a Progressive Accounting Firm.

Greenberg Associates Chartered Professional Accountants

Greenberg Associates, CPA

Greenberg Associates is a full-service Chartered Professional Accountant firm located in Kerrisdale, Vancouver, British Columbia, Canada, serving clients since 2001. We provide our clients with focused and personalized income tax and accounting services. As a locally-owned and managed firm, we know the importance of advice based on an in-depth understanding of our clients’ needs coupled with the latest developments in tax and accounting.

Greenberg Associates strives to be a good corporate citizen. We support charities and not-for-profit foundations with our continuous financial contributions and volunteer support.

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SERVICES

Accounting and assurance for private companies and partnerships

Serving owner-managed private businesses is a large and important part of our firm here at Greenberg Associates. We are fortunate to serve a diverse and growing group of entrepreneurs with whom we have built many close working relationships. Our focus has always been to provide a full range of CPA accounting, taxation services, and business advisory services to help private companies achieve their business objectives and financial targets. We understand the challenges that private business owners face and we are able to provide practical private practice accounting solutions plus professional business advisory services to alleviate those concerns.

We believe that building strong client relationships helps us to better understand our clients’ needs, and allows us to work effectively together to achieve the best possible outcomes to any business or financial matter.

The focus of our private company practice is on financial reporting and compliance, but we also offer private business owners a broad range of tax planning and business advisory services.

  • Compilations and review engagements for financial statement preparation
  • Preparation and filing of T2 Corporation Income Tax Returns
  • Preparation and filing of T5013 Partnership Financial Returns
  • Preparation and filing of GST/HST, PST, WCB
  • Preparation and filing of T4, T4A and T5 information return
  • Corporate reorganizations to reduce risk as your business grows
  • Bookkeeping, payroll, and part-time controllership services
  • To act as your representative in dealings with CRA
  • Accounting software setup, training, and ongoing support
  • Budget and cash flow forecast development
  • Business and asset ownership structuring to minimize overall tax costs to a private business and its owners
  • Structuring business transactions to reduce overall tax costs associated with the purchase or sale of a business, or of business assets
  • Restructuring and transferring corporate ownership interests and private business asset ownership

SERVICES

Management and Business Advisory and Consultation

Greenberg Associates has over 20 years of experience providing management and business advisory and consultation services to our clients.

Our Services include:
  • Assisting with financing proposals to banks
  • Assisting with the preparation of business plans including budgets and forecasts
  • Working with you and your legal advisors to prepare shareholder agreements appropriate to your needs
  • Assisting with the recruitment of staff for your financial needs
  • Consulting on software programs
  • Assisting with the valuation of your business
  • Providing general business advice for such matters as lease vs purchase decisions, cost accounting issues, systems reviews, long range planning and much more
  • Business structuring, strategic planning, and assistance with the development of business plans and financial forecasts
  • Development and implementation of operational and reporting systems to improve the efficiency of private business operations and increase financial performance
  • Identifying business development opportunities to enhance a private company’s growth and value
  • Business transition, business succession, and estate planning
  • Advisory services for business mergers, acquisitions, and divestiture transactions including business brokerage services
  • Assistance with the development of financing proposals
  • Private business valuation and wealth planning services
  • Assistance with the structuring of compensation arrangements for private business owners and employees

SERVICES

Accounting for NPOs, Foundations and Charities

Greenberg Associates has a long history of providing service excellence to Not-For-Profit Organizations, Foundations, and Charities (NPOs). Over the years, our firm has invested considerable resources in training a team of professionals in this specialty area of practice.

Not-for-Profit Financial Reporting & Compliance Services
  • Accounting services to support the development of financial statements for a not-for-profit business
  • Specialized reporting on compliance with business agreements and regulatory requirements
  • Not for profit bookkeeping and payroll

SERVICES

Taxation Services

Our breadth of knowledge and strategic thinking translates into sophisticated, practical, and tax-efficient solutions for you. We specialize in all areas of Canadian income tax for high-net-worth individuals and companies. If you are ever audited by the CRA, allow us to take over and we’ll ensure that they are treating you fairly while we work to minimize your taxes, interest, and penalties.

We can help you disclose unreported income or offshore assets through the CRA Voluntary Disclosure Program and in doing so ensure that your disclosure is complete while minimizing penalties and interest.

  • Canadian personal and corporate income tax returns
  • Corporate reorganizations, mergers, and partnerships
  • Sales and commodity taxes
  • Dealing with the CRA over tax issues
  • Foreign income, foreign asset (T1135) and foreign affiliate (T1134) reporting

SERVICES

Non-residents of Canada Services include:
  • Determination of eligibility for treaty exemptions
  • Non-resident owners of Canadian real estate
  • Tax-efficient ownership structures for offshore owners
  • Assistance with NR4/NR6 Canadian income tax filings
  • Planning for disposition of Canadian real estate
  • Clearance certificates
  • Section ITA 115, ITA 116 and 216 Canadian income tax returns
  • Employer compliance
  • Assistance with Canadian income tax filings
  • Treaty exemptions for employees

SERVICES

Trusts and Estates

At Greenberg Associates, we will help you plan for all of life’s events.

Family and Discretionary Trusts

If appropriate, we can help you create and utilize a family trust to split income with adult children especially during their post-secondary school years or create an alter-ego trust for you or your spouse to minimize or avoid probate fees on death.

Death and Testamentary Trusts

We encourage individuals to plan for death in order to minimize probate fees, taxes, estate administration fees and, more importantly, to reduce the financial and administrative stress for remaining family members. Our strong client relationships allow us to address these matters with you and to help create the appropriate plan.

We work together with known tax and estate lawyers to put the recommended trust and/or estate plan in place.

Trust and Estate Services include:
  • Trust and estate planning
  • Bookkeeping services
  • Preparing the final income tax return(s) for the year of death
  • Preparing trust and estate (T3) tax returns
  • Acting as a resource to the executor of the estate

SERVICES

Advisory Services for Chinese Investors

Our team understands that individuals and businesses have unique attributes. We have extensive experience with working with cross-border investors, specifically those from China and Hong Kong and Taiwan. Our knowledge and technical expertise enable us to deliver practical solutions tailored to the objectives of our clients and their specific circumstances.

We assist businesses and individuals from the earliest stage. Whether it is establishing a corporate structure for tax minimization or designing a business succession and retirement plan, our trusted team of qualified professional staff are here to help you succeed and to assist you in achieving your business goals in North America.

TEAM

Greenberg Associates, CPA

Mario Su, CPA, CGA
Principal

su@greenbergassociates.ca
Tel: 604-264-5170 Ext 2

Anna Ng
Senior Accountant

ga@greenbergassociates.ca
Tel: 604-264-5170 Ext 1

Hannah Ma
Senior Accountant

admin@greenbergassociates.ca
Tel: 604-264-5170 Ext 3

Silco Liang
Accountant

accounting@greenbergassociates.ca
Tel: 604-264-5170 Ext 6

Xiaomin Wu
Accountant

Tel: 604-264-5170 Ext 5
info@greenbergassociates.ca

Eva Law
Office Manager

law@greenbergassociates.ca
Tel: 604-264-5170

CONTACT US

If you have any questions, please let us know.

CONTACT FORM
ADDRESS

5329 West Boulevard
Vancouver BC Canada
V6M 3W4

CONTACT INFO

T: 604-264-5170
F: 604-264-5101

greenbergassociates.ca
admin@greenbergassociates.ca

DIRECTIONS
Greenberg Associates Chartered Professional Accountants
ADDRESS

5329 West Boulevard
Vancouver BC Canada
V6M 3W4

CONTACT INFO

T: 604-264-5170
F: 604-264-5101

greenbergassociates.ca
admin@greenbergassociates.ca

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