Your corporate tax, personal tax, and estate planning experts
Chartered Professional Accountants in North Vancouver, BC
A little about North Point.
Accounting can be taxing… we’ll help make it easier.
We’re an experienced and forward-thinking accounting firm. We listen first – before offering smart and practical advice. We look beyond the numbers to understand your story and how we can add value to your tax situation (like finding ways for you to legally pay the least amount of tax possible!). Formerly Curtis Zimmermann, North Point CPAs LLP has grown along with our clients. Our success in offering real world business and accounting advice has allowed our business to expand, and our base of successful clients to grow. We’d like to extend the same opportunities to you and your business. North Point LLP’s clients – with our guidance and smart, strategic planning – are able to easily see through complexity, create a plan, and move forward confidently with their business and personal tax planning goals.Our Services.
Professionals
Our services for Professionals include:
- Reviewing the pros and cons of operating through a corporation
- Completing corporate and personal tax returns and preparing annual financial statements
- Preparing T3, T4 and T5 documents, commodity and excise taxes (GST/PST)
- Assisting with CRA audits, objections and appeals
- Assisting with bookkeeping and payroll, and providing bookkeeping training and software setup support for your team
We can also support your business with:
- Cash flow budgeting, overhead management and analyzing key performance indicators for professional services
- Reviewing investment decisions and insurance planning
- Planning for partner admissions, withdrawals retirements, and succession
- Estate planning services
Businesses
Our services for Businesses include:
- Preparing annual Reviewed or Notice to Reader financial statements
- Completing T2 tax returns or any other required returns (T3, T4, T5, GST/PST, EHT, etc)
- Assisting with CRA audits, objections and appeals
- Planning for incorporation, partnerships and joint ventures
- Assisting with bookkeeping and payroll, and providing bookkeeping training and software setup support for your team
We can also expertly assist you with with:
- Cash flow budgeting, overhead management and analyzing key performance indicators for professional services
- Consulting on cash flow maximization to shareholders and developing share structures
- Transaction and valuation advisories
- Planning for business sales, retirements, and succession
Individuals & Families
We can help with both Canadian and non-Canadian residents (including US residents) with their personal tax returns and any CRA audits, objections or appeals.
Our Individual and Family services include:
- Personal tax planning for individuals and families in Canada
- Completing non-resident tax returns
- Preparing tax elections and voluntary disclosures
- Preparing clearance certificates for non-residents
- Completing CRA audits, objections and appeals
Additionally, we can provide you help with:
- Retirement and estate planning
- Investment tax planning
- Rental property tax planning
- Immigration / Emigration planning
Buying, Selling or Starting a Business
Our Business services include:
- Assessing and preparing financial reports
- Computing depreciation and valuing inventories
- Examining assets and services required by the business
- Evaluating capital sources, debts, and securities
- Advice on calculating a fair purchase or sale price
- Due diligence services on business to be purchased
We can also expertly assist you with:
- Risk management planning for transfer of assets
- Advice to sellers on sale of asset versus sale of share decisions
- Assistance with post closing and transition matters
- Structuring debt and equity financing
- Cash flow benchmarking, overhead management and analyzing key performance indicators for growth
The Partners.
Bradley E. Curtis
CPA, CA
Senior Partner & Founder
As a long time North Shore resident, Brad has a personal connection to the North Shore and a true passion for his accounting practice. His goal: to build an outstanding team of dedicated professionals who are as passionate about tax and accounting matters as he is. A graduate of Wilfred Laurier School of Business at Waterloo, Ontario, Brad holds a Bachelor of Arts degree in Economics. Brad enjoys gardening with his spouse Michele and is an avid sports fan.
Dan Zimmermann
CPA, CGA
Partner
Dan received his CGA/CPA designation in 2006 and has over 18 years of accounting and tax experience with knowledge in a wide range of topics. He is easy going, extremely meticulous, and truly values the relationships he has with his clients, his staff and his partners Brad and Pete. Dan is excited about the new direction North Point LLP is taking and is looking forward to continuing to grow the firm.
Pete Grammatikos
CPA, CGA
Partner
Pete is a 1994 graduate of BCIT’s Financial Management Program; a CGA since 2000, Pete established his own practice in 2009. With more than 25 years accounting experience, including completing the In-Depth Tax Program in 2006, Pete joined Brad and Dan as a partner in 2019. Pete resides on the North Shore with his wife and son.
North Point CPA’s LLP provide a combined 30+ years of senior management experience with a wide range of specializations including corporate reorganizations, restructurings, owner managed corporations, and groups of closely-related companies.
The Team.
North Point LLP wouldn’t work without the amazing team. Our team is a group of friendly, smart, and dedicated tax professionals who strive to deliver the best results that are to your benefit.
We'd like to hear from you!
Contact Us
+1 800 590 7078 (Toll Free)
700 Marine Drive, Suite 215
North Vancouver, BC V7M 1H3
Free Parking located conveniently beneath our building.
Business Hours
Monday – Friday
Extended Hours March–April and after hours by appointment.
