About Margaret Marcus, CGA
The principal of Marcus & Co., CGA — a Surrey, British Columbia accounting practice built on personal attention, clear communication and advice that clients can act on.
A Surrey practice since 1993
Margaret received her designation in 1993. She launched her practice, Marcus & Co., CGA, in 1997. Margaret has extensive experience in personal and corporate income taxation, preparation of compilation and review financial statements for small to medium businesses, and in conducting real estate trust audits.
She has broad knowledge of many accounting software packages, and in total over 20 years of Canadian accounting experience.
A commitment to personal attention
Margaret has remained committed to her desire to provide personal attention with comfort and ease to help clients achieve realizable financial goals. She has a passion that drives perfection in what she does, providing clients with ultimate personal attention on day-to-day operational and financial matters, to assist clients with making economic decisions that add value to their operations.
Margaret will listen carefully, and will freely discuss fees, offering you reasonable cost and relevant advice. Clients consistently mention the same things: she is diligent, forthcoming, honest and responsive, and she is comfortable working with records that are behind or messy.
Areas of expertise
- Personal income taxation — T1 returns prepared and electronically filed, including rental, investment and self-employment income.
- Corporate income taxation — T2 returns for owner-managed corporations, prepared and e-filed.
- Compilation and review engagements — financial statements for small and medium businesses.
- Trust audits — real estate and legal trust audits.
- Bookkeeping and payroll — monthly bookkeeping, payroll calculations and remittances.
- Advisory work — tax planning, financial consulting and accounting software set-up and training.
Working with Margaret
You are not handed to a junior. Margaret prepares your file, reviews it with you and is the person you call when a question comes up during the year. If your books have fallen behind, the first step is a straightforward conversation about where things stand and what it will take to bring them current.
The first consultation is free, and it is a genuine opportunity to ask questions — about how your business is structured, what records you need to keep, or what a return will cost to prepare.
How to get started
Read the personal tax information checklist if you are preparing an individual return, or the tax filing deadline calendar if you want to plan around the dates that matter. When you are ready, contact the office to arrange a time to meet.