Delivering service

to our clients in

Superheroes all around

At Stolz CPA, we often get to be like superheroes for our clients. We save them from tax dollars, rescue them from high audit fees or give them peace of mind knowing they have us as trusted advisors in their corner.

Best of all, our clients get to be like superheroes for their organization when they can put their focus on where it needs to be and leave the accounting and tax stuff to us.

Client Success Stories

We were asked by this First Nation community to prepare a quote for their year end financial statement audit as they were looking for better value in terms of fees, expertise and turnaround time. We proposed an audit fee that was fair for the size of the Nation and sophistication of their finance department. We delivered the finalized audited financial statements that were PSAS/ISC compliant, on time and on budget.

First Nation communityThompson-Nicola Region, BC

When we were approached by this truck & trailer repair shop many years ago, the company was behind with tax filings and customer invoicing. We set the company up with a computerized accounting system, caught up the bookkeeping and tax filings, and incorporated the business. The client is now completing tax filings and payments on time, cash flow has significantly improved and the shareholder has made significant contributions to a retirement plan.

Heavy-Duty MechanicAbbotsford, BC

We were asked by this realtor about the benefits and downsides of having a personal real estate corporation (PREC). After several meetings discussing the advantages of deferring taxes, income splitting (however, new rules have come into effect limiting income splitting) and using it as a retirement vehicle, the client wanted to proceed with a PREC. We provided instructions to the incorporating lawyer and set up their cloud-based accounting system. The client has now been able to take advantage of tax deferral with the low small business corporate tax rate and have more money left for future drawings during retirement.

Realtor100 Mile House, BC

When we were approached by this health services client, they were looking for a new accountant to process their complex payroll accurately and on time. We set up a sophisticated spreadsheet and researched the various rules and reporting requirements for the unions, municipal pension plan and health benefits plan. The client now receives accurate, consistent and on-time payroll and filings, which ultimately reduces administration time and costs.

Health ServicesAbbotsford, BC

We were asked by this construction company to assist with transitioning their out-sourced bookkeeping payroll to in-house and also provide them with reviewed financial statements to meet their banking and bonding requirements. We did training sessions with their management team, assisted with their accounting system setup and provided assurance services on their year end financial statements. The company has been able to obtain increased financing for expansion purposes and experienced significant growth in profitability.

Construction IndustrySurrey, BC

The board of directors of this volunteer fire department were looking at outsourcing their accounting and finance functions and asked us to put together a proposal. We outlined our proposed services which included processing payments, preparing monthly financial reports, invoicing for annual fire dues and bookkeeping using fund-based accounting. The fire department now receives up-to-date monthly detailed financial reports that are complete and detailed tracking of fire dues receivables.

Volunteer Fire Department100 Mile House, BC

Time and time again, we receive feedback from clients saying how happy they are with the service we provide. We take the time to well-inform each and every one of our clients on their tax and/or business situation. We are quick to respond to client requests, whether it's dealing with CRA, providing business advice or training them. We also pride ourselves in quick turnarounds of tax returns and year ends.

Various Professionals and Owner-ManagersAcross BC

Our Team

Our team of accounting professionals in our 100 Mile House and Abbotsford offices strive for excellence in everything we do.

We are accepting new clients, so feel free to send an email or give us a call to set up a free consultation meeting.

Stewart Stolz, CPA, CA, BBA

As principal and shareholder, Stewart manages the firm's 2 offices in 100 Mile House and Abbotsford. Stewart enjoys working closely with clients providing tailored solutions and ensuring they receive top quality service.

More about Stewart...

Contact Info
Email: stewart@stolzcpa.ca
Phone: (250) 395-8860

Education
Chartered Professional Accountants of British Columbia (CPA, CA 2011)

University of the Fraser Valley, Abbotsford (BBA 2008)

Community Memberships
- Rotary Club of 100 Mile House
- 100 Mile Community Club

Hobbies
Playing piano and guitar

Favorite Food(s)
Sushi and Indian curry

Favorite TV Show(s)
Suits, Gotham, Sherlock

Jenna Estabrooks, BBA

Graduated in 2018 from Okanagan College with a Bachelors of Business Administration degree, Jenna provides accounting, tax and audit services to small businesses, individuals and families, non-profit organizations and First Nation communities.

More about Jenna...

Contact Info
Email: jenna@stolzcpa.ca
Phone: (250) 395-8860

Education
Okanagan College, Kelowna (BBA 2018)

Hobbies
Camping and traveling

Favorite Food(s)
Pizza and sushi

Favorite TV Show(s)
Friends, Game of Thrones

Veronika Worthington

Veronika is the office administrator for our 100 Mile House office. Fluent in both English and German, she also handles reception duties and works with clients providing bookkeeping and personal tax services.

More about Veronika...

Contact Info
Email: veronika@stolzcpa.ca
Phone: (250) 395-8860

Hobbies
Horseback riding, camping, hiking

Favorite Food(s)
Italian, Austrian, soup, pasta

Favorite TV Show(s)
Friends

Our Professional Services

Assurance

When assurance is required over financial information, we are licensed to provide you and your organization with audit and review services.

These services involve following strict standards contained in the CPA Canada Handbook and concluding with a report where we provide our opinion on whether your financial information is presented in accordance with standards applicable to your financial reporting framework.

Our reports are typically looked at by government agencies, financial institutions, lenders, investors, and other stakeholders.

Tax

A majority of organizations and individuals are required to file income tax or information returns with Canada Revenue Agency and we can help you meet those obligations.

Preparing T2 corporate and T1 personal tax returns can be complex, so we're here to navigate you through the process and advise you on the latest tax matters to mitigate your tax liability risk and ensure you're not paying more than the minimum required amount of tax.

Other tax services we provide include filings upon death such as T1 final returns and T3 trust returns and GST/PST/T4/T5 filings in connection with our accounting services.

Accounting

Everyday we help clients with bookkeeping, entering data into their accounting system and preparing reports for various filings such as GST, PST, WorkSafeBC, and income tax. This bookkeeping data is also used to compile professionally prepared financial statements that provides valuable reporting to evaluate your organization’s performance, current financial picture, track trends, and identify issues.

In addition, we help clients by providing payroll services to ensure employees are paid and reports submitted in accordance with the various labour standards and requirements from other agencies, such as CRA, unions, pension plans, and benefit providers.

Join the 0 + clients

who trust us with their accounting and tax needs

If you're a small business, First Nation, non-profit organization, individual or family,

Small Businesses

Everyday, we help small business clients (proprietorships and corporations) with all accounting, taxation, and advisory aspects of their business. With small business owners typically managing the day-to-day operations, they trust our team to keep their bookkeeping up-to-date, process payroll, file GST/PST/WCB reports, prepare financial statements, prepare tax returns, and assist with key business decisions.

We provide financial statement audit and review services to private corporations as well as special audit services under the Law Society and Real Estate Council.

First Nations

We provide financial statement auditing services to First Nation communities and their related organizations to comply with ISC/FNHA/CMHC and other funding agency requirements.

In addition, we provide financial advisory services to First Nation communities helping their finance departments with training programs, year end audit working papers preparation, financial reporting, and enterprise software transitions.

Individuals & Families

We provide personal tax return preparing and filing services to individuals and families. We prepare returns ranging from simple to complex involving business operations, employment expenses, rental operations, investment transactions, and more. We take great care in ensuring each client understands their tax return and we’re also available to assist you during a CRA audit.

In addition, we provide final return and estate return preparing and filing for deceased taxpayers. We are available to advise you on tax matters and planning related to end of life.

Non-Profit Organizations

We assist non-profit organizations with bookkeeping, financial reporting, BC Gaming Grant applications and filing T3010 charity returns. We also advise NPO board of directors on financial reporting requirements, taxation rules and risks, and internal controls.

In addition, we provide financial statement audit services to societies and public sector organizations as well as ES and SOPSOC audits for private schools reporting to the BC Ministry of Education.

Latest Insights

Economy

Fall 2018 Business Tax Update

Finally, some good news for businesses with some recent tax changes! After plenty of bad news with TOSI (tax on split income) and income from

November 23, 2018 No Comments

Taxation News

2017 Personal Tax Returns

The 2017 tax filing season officially starts on February 26, 2018 when CRA re-opens it’s EFILE services for professional tax filers. We have met with

February 15, 2018 No Comments

Taxation News

Wildfire Financial Assistance and Taxes

Many residents across BC were impacted by the wildfires, including Stewart and his family. We’ve had a few clients ask us about the wildfire financial

January 29, 2018 No Comments

Our Offices

100 Mile House

Our South Cariboo location is our head office and is conveniently located downtown across the street from RBC and above Western Financial Group.

Unit 201 (2nd floor) – 205 Birch Ave, 100 Mile House
Phone: 250-395-8860

Abbotsford

Our Lower Mainland office is located just off Highway #1 and Sumas Way. Located next to The Keg and across the street from Tim Horton’s.

Unit 301 (3rd floor) – 2190 West Railway Street, Abbotsford
Phone: 778-880-5093