Burgess Kilpatrick

Burgess Kilpatrick is a chartered professional accounting firm in Vancouver, British Columbia, now trading as Kilpatrick CPA. It provides tax, accounting and advisory work for individuals and companies, and has added data analysis and reporting to its traditional practice.

What Burgess Kilpatrick offers

• Accounting and assurance — preparing and reviewing financial records and statements.
• Tax and cross-border tax — planning and filing, with a focus on spotting legitimate savings, including for clients with ties across the border.
• Corporate advisory — working with owners on business challenges, forecasting and growth planning.
• Estate planning — arranging the transfer of assets to family while limiting the tax impact.
• Data analytics and visualisation — collecting and charting business data, with earlier work built on Tableau and Microsoft Azure predictive tools.
• Bookkeeping and software support — day-to-day records for small businesses.

Who it works with

The firm serves individuals and businesses. Its site also publishes short tax tips on deductions, planning, common filing mistakes and law changes.

Key facts

• Based in: Vancouver, British Columbia, Canada
• Partners: Nicholas Kilpatrick, a partner since 2009; Vicki Burgess, who joined in 1988, is now retired
• Designations: CPA, CGA