CPA-led year-end and tax

Year-end accounting and tax for Sea to Sky businesses and families

Year-end shouldn't feel like a mountain to climb. Coast Mountain Accounting & Bookkeeping is a Pemberton-based, CPA-led practice that prepares financial statements and tax returns for owner-managers, self-employed folks, non-profits and families across the Sea to Sky corridor. Every engagement is a fixed fee, agreed up front, so you know exactly what you'll pay before we start.

Already a monthly bookkeeping client? Your books are kept reconciled and year-end ready all year, so your year-end and tax filings go smoothly.

Corporate year-end packages

Compiled financial statements and your T2 corporate tax return, together

Our year-end package is priced by your annual revenue and includes the items below. Same fixed fee whether you pay monthly or annually.

• Adjusting journal entries: prepared as needed to get your year-end numbers right.
• Compiled financial statements: your annual Income Statement and Balance Sheet.
• The paperwork lenders and partners ask for: a Compilation Engagement Report, Note on the Basis of Accounting and an Enclosure Letter, plus copies of your adjusted trial balance and adjusting entries.
• T2 Corporate Income Tax Return: prepared and e-filed with the CRA.
• Your tax position, explained: we calculate your refund or balance owing, and tell you what instalments (if any) you'll need next year.

We work from your online accounting file (like QuickBooks Online), so it helps if your books are reconciled and up to date. Behind on your books? Our bookkeeping team can help you catch up first.

Personal tax returns (T1)

From simple returns to self-employment and rental income

Whether it's one T4 or a side hustle and a rental suite, we'll prepare your T1 Income Tax and Benefit Return accurately and on time. Your fee is fixed, based on how complex your return is.

• Online Personal Tax Questionnaire: tell us about your year from your couch, not our boardroom.
• We pull your CRA slips: we retrieve the documents on file in your CRA My Account (where available) as your authorized representative.
• Deductions and credits, sorted: help summarizing deductible expenses and RRSP contributions, and finding the tax credits you're entitled to.
• Self-employed or a landlord? We prepare the extra forms, like the T2125 Statement of Business Income or T776 Statement of Real Estate Rentals.
• E-sign and e-file: review and sign through DocuSign, we file with the CRA, and you get an electronic copy for your records.

2026 personal tax fees

Seniors 60+ couples (spousal returns)

Returning client? Head to our Personal Tax Questionnaire to get started.

Other filings and returns

The filings that come up throughout the year, prepared and filed for you, each for a fixed fee.

How it works

Why choose us

• CPA-led: your year-end and tax work is prepared and reviewed by Chartered Professional Accountants, led by Jonathan Cook, CPA.
• No surprises: fixed fees agreed in writing before we start. No hidden fees or surprise bills.
• Paperless and simple: online questionnaires, DocuSign e-signatures and e-filing. No shoeboxes required (but we won't judge).
• We deal with the CRA for you: as your authorized representative, we handle the back-and-forth so you don't have to.
• All under one roof: bookkeeping, year-end, tax and advisory, so nothing falls through the cracks.
• Local and experienced: over 10 years helping Sea to Sky businesses and families, from our office in Pemberton.

The fine print: Fees exclude GST. Your fixed fee is confirmed in a written proposal once we've reviewed your records and needs. Compiled financial statements are prepared under the Canadian compilation standard (CSRS 4200) from the information you provide. Anything not listed in your proposal is outside its scope and quoted separately.