Accounting & assurance
Compilation and review engagements, plus real estate and legal trust audits performed to the standards your lender, regulator or law firm expects.
Certified General Accountant · Surrey, BC
Accounting & tax services in Surrey, British Columbia
Marcus & Co., CGA is a Surrey accounting practice led by Margaret Marcus, CGA. Since 1993 we have helped small and mid-sized companies and their owners with income tax, financial statements, trust audits, bookkeeping and payroll — personal attention, clear fees and advice you can act on.
- Professional services since 1993
- Free initial consultation
- Personal & corporate e-filing
- Small and mid-sized business specialists
What distinguishes us
A commitment to the highest level of client service
What distinguishes Marcus & Co., CGA? Margaret Marcus’ commitment to providing the highest level of quality service to her clients. Marcus & Co. has been providing professional services to small and mid-sized companies since 1993, serving a broad spectrum of business sectors.
In addition to a profile of the firm and the services offered, this website is designed as a practical resource for clients and visitors: a personal tax information checklist, a statement of net worth form, payroll deduction and TD1 information, and a curated set of links to the government and tax resources we refer to most often.
Please feel free to contact us with any questions you may have. Margaret aims to be responsive to her clients’ inquiries and suggestions. Thank you for visiting Marcus & Co.’s website.
Areas of practice
Accounting, tax and advisory services
A full range of compliance and advisory work for owner-managed businesses, professionals, non-profit organizations and individuals across the Lower Mainland.
Corporate & business tax
T2 corporate returns prepared and electronically filed, with the supporting schedules and working papers kept on file for you.
Personal income tax
Personal T1 returns prepared and e-filed, including rental income, investment income, self-employment and family credits.
Monthly bookkeeping
Reliable month-to-month bookkeeping so your records are current, your GST/PST filings are on time and your year end is never a scramble.
Payroll services
Payroll calculations, source deductions, Records of Employment and remittances handled accurately and on schedule.
Tax planning & consulting
Year-round planning around remuneration mix, income splitting, instalments and timing — so tax is a decision, not a surprise.
Software setup & training
Set-up and hands-on training in QuickBooks, Simply Accounting (Sage) and MYOB, tailored to how your business actually operates.
Non-profit organizations
Bookkeeping, reporting and filing support for societies and non-profit organizations, including the records your board and funders ask for.
Why clients stay
Personal attention with comfort and ease
Margaret has remained committed to providing personal attention with comfort and ease to help clients achieve realizable financial goals.
- You deal with the principal. Your file is not passed down a queue — Margaret prepares it and Margaret signs it.
- Fees discussed openly. Margaret will listen carefully and will freely discuss fees, offering reasonable cost and relevant advice.
- Day-to-day operational support. Ongoing help with the operational and financial matters that come up between year ends.
- Decisions that add value. Practical assistance with the economic decisions that add value to your operations.
- Broad software knowledge. Experience across the accounting packages small businesses in BC actually use.
1993
Serving clients since
20+
Years of Canadian accounting experience
8
Core service areas
Free
Initial consultation
Guides & forms
Tax information, checklists and downloadable forms
Everything you need to get organized before your return — read it online or print the form.
Personal tax information checklist
Work through the slips, receipts and credits that apply to you so nothing is missed at filing time.
Canadian tax filing deadlines
Key personal and corporate filing, payment and instalment dates, with the late-filing penalties worth avoiding.
Downloadable forms & worksheets
Net worth statement, federal and provincial personal tax credits, and the TD1 federal and BC forms.
Client feedback
What clients say about working with Marcus & Co.
“Margaret has guided our Company from its inception, over eight years ago. She has been diligent, forthcoming, honest and trustworthy… Margaret has always exceeded our expectations.”
“Our business is not one that is easily managed in the bookkeeping department yet she has completely streamlined our accounting systems, allowing us to see exactly how our business is doing at any given moment.”
“With all the stresses of bookkeeping, accounting and tax planning left in her very capable hands, we are free to work at what we love.”
Common questions
Frequently asked questions
A few of the questions new clients ask most often. See all frequently asked questions.
Do you charge for the first meeting?
No. Marcus & Co. offers a free initial consultation so you can describe your situation and we can tell you what is involved — and what it will cost — before you commit to anything.
What should I bring to my first appointment?
For a personal return, bring your tax slips, receipts and last year’s notice of assessment. For a business, bring your financial records or accounting file and your prior year’s return. Our personal tax information checklist is a good starting point.
Do you work with businesses outside Surrey?
Yes. The office is in Surrey, British Columbia, and we serve owner-managed businesses and individuals throughout the Lower Mainland and the rest of BC. Much of the work is handled by phone, email and secure document exchange.
Can you take over bookkeeping that is behind?
Often, yes. Behind or messy records are one of the most common reasons clients come to us. We will assess the state of the file, catch it up and then keep it current month to month.
Trusted resources
Government and tax resources we refer to most
The Canada Revenue Agency, the BC Ministry of Finance, WorkSafeBC, the Bank of Canada and BC Employment Standards each publish the forms, rates and rules that affect your business. We keep a short, checked list of the pages worth bookmarking.
Reading list
What our team bookmarks
Outside the tax calendar, a short list of sites the office actually reads — government data, business resources and the occasional personal favourite.
Reading list
The full bookmark list — the government resources we refer to, the forms and checklists we publish, and the sites the team reads.
Watch guides
One bookmark the office keeps for client conversations: a clone watches guide that compares the Super Clone range by brand and price.
Deadline calendar
The dates around which most tax decisions need to be made, in one place.
Free initial consultation
Let’s talk about your tax and accounting needs
Call, fax or email to arrange a time to meet. Margaret’s voice-mail is available for callers to leave totally confidential messages, and fax is available 24 hours — it goes directly to her and is kept in strict confidence.
Call 604-502-0777 Email margaret@marcuscocga.com Contact details & directions