Kristi Klassen Chartered Professional Accountant |

What I do

I am pleased to offer a wide range of tax, accounting and bookkeeping services for individuals and small to medium-sized businesses. With over 20 years of varied experience in both big accounting firms and small boutique firms, my passion is nourishing small businesses, providing critical, continuous and affordable accounting support throughout each step of building and running your business.

Feel free to follow my business Facebook page at www.facebook.com/kakcpa.

Kristi Klassen, CPA Inc. is based out of Nanaimo BC, however, we offer remote services country wide, with clients from Vancouver Island to Toronto. Please contact us for more information.

Personal Income Tax (T1) Services - not accepting new clients

Take the stress out of Tax time. It doesn’t matter how complicated your tax return is, I handle all levels of difficulty, including:

Capital Gains
Carrying Charges
Child & Spousal Support Payments
Child Care Expenses
Commission Income
Date of Death and Final Returns
Disability Tax Credits (T2201)
Donations and First-time Super Credit
Employment Income (T4)
Employment Expenses (T2200/T777)
Foreign Income and Reporting (T1135)
Home Buyer Amount
Interest Expenses
Investment Income (T5)
LLP and HBP Repayment
Medical Expenses
Pension & Retirement Income (T4A)
Pension Splits
Political Contributions
Public Transit Amount
Rental Income
RRSP, RPP, RESP, TFSA
Self-employment Income & Expenses (T2125, T2200)
Senior Citizens – OAS, Pension Income, RRIF
Social Benefits – Social Assistance, WCB, EI, CPP
Spouse and Dependent Amounts
Student Loan Interest
Trust Income (T3)
Tuition, Education & Textbook Amount (T2202A)
UCCB (RC62)
Union/Professional Dues
Working Income Tax Benefit

And anything else you can throw at me.

Consultation Services

Running a business is hard work, time consuming and often confusing. Do you have a one-time question, or an ongoing issue that you don't know how to handle? Book a one-hour consultation to get a better understanding of your issue(s). Topics I can help you understand:

When is the right time to incorporate
How to incorporate your sole proprietorship
Dividend versus salary
Personal tax questions where you are preparing your own return, but need some clarification or confirmation
How to prepare a personal tax return if your situation has changed but you want to keep preparing your own return
Trust and estate advice
Sale or change of use of a principal residence
GST, PST, source deduction questions or clarification
Anything else you can throw at me
Book a Consultation: https://www.facebook.com/kakcpa/services

Corporate Services

Compiled Financial Statements and/or Corporate Income Tax (T2)

Complied Financial Statements and/or Corporate Tax Returns are prepared as a part of the year-end engagement. Corporate Tax Returns must be filed every year with the CRA, regardless if the corporation is inactive.

I can file multiple years and bring your company back to compliance with the CRA.

I can also assist with:

Accounting software choices and set up (and training if required)
Bookkeeping services
Business consultations & planning
Business number registration with CRA (GST, Payroll & Corporate account registration)
General accounting, business consultations and planning
Payroll and HR issues
PST registration, set up & management
Special reports
Tax planning

Bookkeeping Services - very limited availability

Let me do the tedious task of keeping your filings, remittances and books up to date, so you can do what you do best. Run your business and make money.

I will keep you up to date, so you know how your business is performing each and every month.

Bookkeeping Services include:

Accounting software choices & set up (& training if required)
Accounts payable: supplier bills, expenses, payments
Accounts receivable: customer invoices, revenue, deposits
Bank and credit card account reconciliations
Daily transactions: debit/credit card purchases
Financial statements: Income Statement, Balance Sheet
Government reporting/filing: GST/HST, PST, Source Deductions, WorkSafe BC
Journal entries: accrual, amortization, closing entries
New business start-up and ongoing support
Payroll services, including preparation of ROE’s and T4/T5’s at year end