SERVICES
Ensure your personal and professional finances are fully tax efficient
Get the expertise you need to protect your assets.
Keep your eyes on your long-term financial goals with Bridex Accounting Services
Tax planning and business compliance can seem overwhelming and scary. You have spent decades working on your small business or professional services practice, and you’ve built up a net worth you can be proud of. Keep more of that money in the bank by working with Baldip Moore, CPA, CGA, a trusted expert in business compliance, tax, and estate planning.
Here’s how the team at Bridex Accounting help you reach your financial goals:
Bookkeeping
Ensure your small business’ or private practice’s books are always up to date so that you are compliant with all regulations and have a clear picture of your financial position. Bridex Accounting Services offers data entry, tax remittances calculations and filings, payroll processing, and much more.
Bookkeeping services can include:
- Accurate computerized tracking using bookkeeping and accounting software
- Payroll administration, including processing T4s and records of employment
- Maintaining fixed asset ledgers
- Monthly, quarterly, and annual internal reports
- Financial reconciliations
- Compliance filings for GST, PST, payroll remittances and tax instalments
- WCB
- T4 statement of remuneration preparation and filing
- T5 statement of investment income preparation and filing
Accounting
If you run a private business, then you need to prepare financial statements annually in order to file your corporate income tax return. This provides you with the key information you need at your fingertips. In addition to ensuring you meet all CRA compliance regulations with your year-end statements, Bridex also offers a number of accounting advisory services.
Accounting services include:
- Annual financial statement preparation
- Financial forecasts and projections
- Monthly financial analysis
- Profitability analysis
- Special reports on items such as gross sales, common lease expenses, royalties, and contractual compliance
- Cost/benefit analysis
- Business acquisitions or business sale transactions
Corporate tax
Bridex Accounting Services specializes in tax planning for businesses and professional services providers. Not only can Baldip Moore, CPA, CGA, ensure your taxes are compliant, he can also help you plan taxes effectively so you achieve tax efficiency in the long run. He guides clients on how to structure transactions, plan for annual taxes, consider succession planning, and much more.
Corporate tax services include:
- Corporate tax planning
- Corporate tax compliance
- Tax advisory on aspects of corporate acquisitions and mergers
- Employee profit-sharing plans
- Goods and Services Tax (GST) compliance and planning
- Provincial Sales Tax (PST) compliance and planning
- Payroll planning, including remittance schedules
- Preparation and filing of corporate T2 tax returns
- Succession planning
- Retirement planning
- Creditor proofing
- Real estate acquisitions and development planning
Personal tax
Filing your personal taxes can get complicated if you run a business or have multiple revenue streams. Bridex Accounting Services ensures your T1 Personal Tax Return is accurate and filed on time. Plus, Baldip Moore, CPA, CGA, also guides you through retirement planning, real estate acquisitions planning, and other considerations you need to be aware of when considering your wealth.
Personal tax services include:
- Personal tax planning
- Personal tax compliance
- T1 Personal Tax Return
- Personal financial planning
- Individual pension plans
- Retirement planning
- Real estate acquisitions planning
- Non-resident tax in Canada
Estate planning
You spend your entire life working hard to build up your net worth. This is why it’s vital to plan for the future so that your family is not left to deal with financial issues after you’re gone. Bridex Accounting Services helps set you up for tax efficiency so that the financial future is stress-free for your family.
Estate planning services include:
- Customized estate planning to address specific client situations
- Family trust planning and administration
- Succession planning
- Estate planning and freezes
- Life insurance planning
- Collaborative partnering with your legal and financial advisor team
- Probate fee planning
- Advising on the use of trusts, including family trusts, alter ego trusts, and spousal trusts
- Mitigating double taxation exposure through post-mortem planning
- Assisting executors/executrix or trustees in the administration of estates and trusts
- Financial statements for estates and trusts
- Date of death returns and other optional returns
- Trust income tax and information returns for trusts
Bookkeeping Pricing
| Essential | Plus | Premium | Elite |
|---|---|---|---|
| $349/month | $599/month | $899/month | Request a quote |
| Under $200K revenue | Under $500K revenue | Under $1M Revenue | Over $1M |
| Bank/Credit Card Reconciliations up to 3 | Bank/Credit Card Reconciliations up to 4 | Bank/Credit Card Reconciliations up to 5 | |
| Recording of A/P and A/R | Recording of A/P and A/R | Recording of A/P and A/R | |
| GST filing | GST filing | GST filing | |
| PST filing | PST filing | PST filing | |
| Worksafe filing | Worksafe filing | Worksafe filing | |
| - | Accounting for investments | Accounting for investments | |
| - | Payroll processing | Payroll processing | |
| - | T4 Slips | T4 Slips | |
| - | T5 Slips | T5 Slips | |
| - | - | Merchant Account Reconciliations |
It's Normal to feel vulnerable
It’s normal to feel vulnerable when considering the tax rules and implications that may affect you now and in the future. With Bridex Accounting Services on your side, you know you’re in good hands. Baldip Moore, CPA, CGA, will personally guide you through every step, ensuring your money is where it needs to be – with you and your loved ones.
“Baldip has been a pleasure to worth with over the last three years. His extensive knowledge of the Canadian tax and estate planning landscape has proven to be an invaluable resource. Baldip goes above and beyond in all the engagements I have had with him and I would highly recommend him for your tax and accounting needs!”
Jamal Khan, Jamal Khan Financial Group.
British Columbia, Canada.
“Don’t waste your time and money with any other accountants. From complex situations to easy, he is my go-to guy. Highly responsive and took me through everything step by step. His knowledge of corporate taxes is none other!”
British Columbia, Canada
Does tax planning feel like a mystery?
Baldip Moore, CPA, CGA, has you covered. Download 4 Ways to Plan for Tax Savings in Every Aspect of Your Life and learn about how you can keep more of your money in the bank.
You’ll get clarity on how you can create a tax efficiency framework to benefit you now and in the future.
4 Ways to Plan for Tax Savings Sign up Form
CONTACT US
Unit 215 — 5455 152 Street
Surrey, BC V3S 5A5
Canada
LINKS
CLIENTS
Easy and secure file sharing.
Simply drag and drop your financial documents into the client portal. Your documents will be kept confidential and secure. You will receive a confirmation email when Bridex Accounting Services has received the documents.
