Other Services

Trust Examinations

Real estate trust examinations are annual requirements for Real Estate Brokerages and are combined with either Reviewed Financial Statements or Compiled (prev. NTR) Financial Statements depending on certain criteria. The exams include the Accountant’s Report, Brokerage Report, Exceptions (if any) and set procedures to examine the books and records for real estate transactions to ensure full compliance of reporting requirements with the Real Estate Council of British Columbia.


$150/hr – $250/hr

Consulting is usually tax planning, consulting on incorporation vs sole proprietorship, consulting on purchase offers/selling of a business, due diligence procedures, valuation calculations, business set up, board of directors set up, internal controls, etc. benefit depends on the topic.

Contract Work


CPA firms often need help due to lack of staffing or staffing at appropriate levels. I help fill in gaps where needed. Similarly, the industry may be temporarily short of a controller or CFO and need temporary help.



Training clients on bookkeeping or bookkeeping programs, training students or a professional group on a specific topic (for example, training students on tax return preparation).  We also offer full day training sessions for you and your team! These are all inclusive days that include materials, training and even all the snacks and lunch to keep your minds focused.  Rates vary depending on needs.

Estate Taxation & Planning

There are three types of deceased returns that might be filed after death. The legal representative (executor) has to file at least one return called the Final Return. However, it is possible to file multiple returns after death that includes Optional Returns and the Trust returns.

You may use the optional returns to declare certain types of income that cannot be claimed on the final return. Also, by claiming certain amounts more than once, splitting them between returns, or claiming them against certain kinds of income, you may be able to reduce or eliminate the deceased’s tax payable as the personal income tax credits may be claimable on each return.

Trust returns are required when assets remain in the estate of a deceased individual and not disbursed immediately upon death.

Protect your assets and your loved ones by planning ahead. We work with individuals and families on estate and succession planning to help ease your mind and tax burden.

Trust Returns

Trust returns are not just for estates of deceased individuals. There are 2 main categories of Trusts:

  • a testamentary trust
  • an inter vivos trust

Each trust has different tax rules.

A testamentary trust is a trust or estate that is generally created on and as result of the death of the person. The terms of the trust are established by the will or by court order in relation to the deceased individual’s estate under provincial or territorial law. If the assets are not distributed to the beneficiaries according to the terms of the will, the testamentary trust may become an inter vivos trust.

An Inter vivo Trust is a trust that is not a testamentary trust – and there are many categories of inter vivos trusts, but a few common ones are Alter ego Trusts, Spousal or Common-Law Partner Trust and Real Estate Investment Trust (REIT).

For a full list and description of trusts, please visit the CRA: Types of trusts – Canada.ca


We are currently raising funds for our upcoming toy & pj drive! We have lots of items location that are super fun for both kids and adults.  All items are NEW and sold by donation. Come check them out at our new location: 479 Winnipeg Street or cheque out the foundation's website www.lhrcommunityfoundation.ca


We are still accepting new backpacks, thermoses, lunch kits, water bottles, shoes, t-shirts and school supplies for our 'Fill-A-Backpack' program.  Our official launch of this program was extremely successful, beating our target of 50 backpacks and hitting 75!  The backpacks were disbursed to local families and school to help families with the cost of going back to school.

We are looking to expand the program to ensure families have access all year.

If you would like to donate or sponsor OR if you know a family that could use our help please contact us at: donations@lhrcommunityfoundation.ca

A HUGE thank you to the local businesses and individuals for helping make this happen



 Do you have an organization you like to support? 

Contact us and we may match your donation up to $500!

CPA Penticton
Payroll Penticton

We HAVE MoVED! Catch us @ 479 Winnipeg Street, penticton BC V2A 5M7 The site is currently under RENOVATION so we will be operating by appointment only for the month of OCTOBER

+1 250-770-0184


Hours of Operation

Monday - Friday


Closed Sundays and All STAT Holidays


Contact Us

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