For business owners who want more than a filed return.
Evolve is an Edmonton CPA firm providing corporate tax, year-end and financial reporting services to engaged business owners across Alberta. We take the time to learn your business first, then build the work around it, so you keep more of what you earn and understand your numbers well enough to make better decisions.
A partner-led CPA firm in Edmonton. Over 20 years of combined experience.
We work best with a particular kind of owner.
We are a deliberately focused firm. Our clients are business owners who are involved in their numbers and see their accountant as part of how the business gets better.
Engaged in the business
You want to understand what is behind the numbers, not just sign where indicated.
Ready for better reporting
You want financial information that is timely, reliable and useful for running the company.
Thinking about tax efficiency
You would rather plan ahead with the right structure than find out at filing time.
Here for the long term
You value an advisor who knows your history and grows with the business.
No two clients get the same engagement. What we do for you depends on where your business is and where you want to take it.
The compliance is the starting point.
Every engagement is built on getting the year-end and the return right. From there, the work is shaped around what your business needs.
Corporate tax and year-end
Financial statements and a corporate return prepared by people who understand the business behind the numbers.
- Corporate tax returns (T2)
- Year-end financial statements
- GST returns and T-slips (T4, T5, T5018)
- CRA correspondence, handled for you
Tax planning and structure
Most tax is saved before the year closes, not after. We plan ahead with you and explain the options in plain language.
- Salary, dividends and owner remuneration
- Holding companies and corporate structure
- Income splitting, within the rules
- Tax analysis when buying or selling a business
Financial reporting and analysis
Numbers you can run the business on, and statements that lenders, boards and buyers can rely on.
- Interim reporting
- Analysis of margins, cash flow and performance
- Review and compilation engagements
- Reporting for lenders and funders
Personal tax and support
The pieces around the corporation, kept under one roof so nothing is planned in isolation.
- Personal returns for owners and families
- Payroll, remittances and filings
- Bookkeeping support where it is needed
- Ad hoc questions through the year
We start by understanding your business.
We do not quote from a price list. Every new relationship begins with a discovery process, so that what we propose reflects what you actually need.
An introductory conversation
We talk about your business, how you work with your accountant today and what you would like to be different. It is also a chance for both of us to see whether we are a good fit.
Discovery
We review your structure, recent statements and returns, and how your records are kept. This is where we find out what is working and where there is room to improve.
A proposal built for you
We set out the work we recommend and what it will cost. The scope reflects your needs, and nothing begins until you are comfortable with it.
An ongoing relationship
We handle the transition from your previous accountant, then settle into a rhythm of planning, reporting and year-end work that suits your business.
What we aim to be
We strive to be a partner in your business journey, not just another cost centre.
- Partners who stay engaged with your file
- Advice that reflects your whole picture, corporate and personal
- Plain-language explanations of what the numbers mean
- Planning conversations ahead of deadlines
- A team that knows your business and your history
- Introductions to trusted local lawyers, bankers and other advisors
An accountant is one seat at the table. We help you fill the others.
A growing business needs more than good accounting. We work alongside a network of trusted local professionals, and we help our clients build out the back office team around them as their needs change.
When you need a lawyer for a reorganization or a banker for the next round of financing, we make the introduction and stay involved, so your advisors are working from the same picture.
Lawyers
Corporate structure, agreements, purchases and sales.
Bankers and lenders
Operating lines, financing and the reporting that supports them.
Insurance advisors
Coverage that keeps pace with the business.
Wealth and financial planners
Personal planning that lines up with the corporate plan.
The people behind the firm.
We started Evolve to work closely with business owners, and we stay involved with the clients we take on.
Sundeep Malhi, CPA, CA
Founding Partner
Sundeep co-founded Evolve to work closely with business owners. His focus is tax for owner-managed businesses, from year-end compliance through to planning and structure.
Jashan Sandhu, CPA
Founding Partner
Jashan co-founded Evolve with experience across tax, assurance and financial reporting. He works with owner-managed businesses, real estate and not-for-profit clients.
"So organized and so professional! We would recommend them to everyone. Special shout out to Darci and Jashan!"Amanda H. · Google review
"I am so glad I was referred to Darci at Evolve! The service was excellent across the board, from response times to professionalism, always making me feel like a priority. Darci is a pleasure to work with and is excellent at what she does. I am looking forward to being a long term client."Colton R. · Google review
"Love how efficient and reliable Jashan is. Efficiency is so important when you have a new baby, his skills and knowledge made my life so much easier."Kyren S. · Google review
"Both Sundeep and Jashan are excellent at what they do. Very professional and knowledgeable CPA's that will go the extra mile to help you with your accounting needs. Highly recommended for both personal and business accounting needs."Harman B. · Google review
Questions business owners ask us.
If yours is not here, ask us directly. We are happy to talk it through.
Who does Evolve CPAs work with?
We work with engaged owners of owner-managed businesses in Edmonton and across Alberta. Our clients want sound tax planning, reliable financial reporting and an accountant who knows their business. We are a focused firm and take on clients where we can add real value.
What accounting and tax services do you provide?
Our core work is corporate tax returns (T2) and year-end financial statements. Around that we provide tax planning and corporate structure advice, financial reporting and analysis, review and compilation engagements, personal tax returns for owners and their families, and payroll and bookkeeping support where it is needed.
How much do your services cost?
We do not quote from a price list, because no two businesses need the same thing. Every new client relationship starts with a discovery process. Once we understand your business and your needs, we provide a proposal that sets out the scope of work and the fee before anything begins.
How does switching accountants work?
We manage the transition for you. With your permission we contact your previous accountant, arrange our authorization with the Canada Revenue Agency and collect your prior-year files, so the change does not add to your workload.
Do you work with businesses outside Edmonton?
Yes. Our office is in Edmonton and we serve business owners throughout Alberta. We can meet in person at our office or work with you remotely.
Can you connect us with other professionals, such as lawyers and bankers?
Yes. We work alongside a network of trusted local professionals and help our clients build out the back office team around their business. When you need a lawyer, banker or other advisor, we can make the introduction and stay involved.
Start with a conversation.
Tell us a little about your business and where you would like to take it. We will listen first, and take the time to understand your needs before we propose anything.
- Phone(587) 735-1650
- Emailinfo@evolvecpas.ca
- Office#600, 5241 Calgary Trail NW, Edmonton, AB T6H 5G8