Services
I offer a wide range of services.
Accounting
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Personal & Corporate Tax Planning
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Personal & Corporate Income Tax Return Preparation
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Personal Financial Planning
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Financial Statement Preparation
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Business Advice and Consulting
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Bookkeeping
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Payroll
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Committed to serving you in all your personal and corporate financial needs.
Free initial 1/2 hour consultation
Reasonable, competitive fees
Expert knowledge and experience
Professional, timely and personalized service
Comprehensive approach to financial management
About Theresa Ko Inc.
Professional Experience and Personal Information
Theresa Ko
CPA, CA
Theresa is a Chinese Canadian born in the Fiji Islands. Her family emigrated to Canada when she was eight years old. Beginning in 1986, she studied and practiced Accounting, Tax, and Auditing through the Cooperative Education Program at Simon Fraser University and KPMG, Chartered Accountants. During her studies, she earned many distinctions, including the Simon Fraser University Entrance Scholarship and Open Bursary, B.C. Post-Secondary Scholarships, and the Business Administration Dean's Honour Rolls. She also integrated French language studies with her business studies to obtain a French Proficiency Certificate in addition to an honours degree in Business Administration.
After obtaining her Chartered Accountancy designation in 1991, she continued full-time employment within the Personal Advisory Services group at KPMG where she was promoted to Manager specializing in personal tax and financial planning for health care professionals and high net worth individuals. She researched technical tax issues, and advised clients on personal and business financial matters. She coordinated and trained over 100 personnel for personal income tax preparation seasons, and supervised, trained and reviewed the work of a team of nine accounting staff throughout her four years with the Tax group.
She also assisted in research projects for the B.C. Medical Association in conjunction with Peat Marwick Stevenson & Kellogg Consulting investigating the Impact of GST on Medical Practitioners' Overheads, the Financial Effects on Physicians of Switching from Manual to Electronic Billing of the Medical Services Plan, and Physicians Overhead Costs.
While working, she continued her professional development by taking courses in various other specializations. She has completed the Canadian Securities Course, Personal Financial Planning Workshops, Canadian Life and Disability Insurance Courses, the Canadian Institute of Chartered Accountants 7 Days In-depth Tax Course and various other tax, computer, teaching, leadership and financial planning courses.
She founded the public practice accounting firm of Theresa Ko, Chartered Accountant in 1996 to service individuals and their businesses. She also founded Promedent Administration Inc. in 2000 to provide affordable private health services plan administration services. Promedent’s website can be found at www.promedent.ca.
Throughout her life, she has been active in a myriad of community and volunteer activities. Her leadership roles have included accounting club vice-president, parish and community fundraiser financial officer, parish finance committee member, religious education teacher, youth coordinator and minister, choir president, parish councilor and advisory board member for non-profit organizations.
In addition to her interests in financial planning, real estate and investing, she enjoys camping, hiking, bicycling, and floor hockey.
References
Dr. Christina Lo, Dentist
Maddison Family Dental
Burnaby, BC
Telephone: 604-723-2765
Dr. Simon Min
Internal Medicine
Burnaby General Hospital & Abbotsford Regional Hospital
drstmin@yahoo.com
Dr. Michele Jones
Ophthalmologist
308 – 588 Goldstream
Langford, BC
Telephone: 250-391-6062
Accounting positions
Apply Now
Our office services medical and dental professionals in an accounting and advisory position for over 25 years. We prepare year ends and tax filings for our clients using Caseware/Caseview and ProFile. We use Doc-it for our paperless environment and Microsoft Excel, Word and Outlook as well.
Attention to detail and the ability to communicate in written and spoken English is a must. A position for a senior accountant with the possibility to advance to ownership will include appropriate training. The position of accounting technician will allow one who does not seek further advancement to retain this position as a career choice.
Part-time hours: 30-40 per week
Job Types: Full-time, Part-time, Permanent
Salary: $45,000-$90,000 per year
- Bonus pay
- Overtime pay
- Casual dress
- Company events
- Dental care
- Extended health care
- Flexible schedule
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Work from home or in office
Our office is equipped with air purifiers, masks, hand sanitizers and takes all necessary precautions to keep our staff COVID-19 safe. We hold meetings in the open air environment or via Zoom or other electronic forms of communication.
- Accounting: 5 years (preferred)
Contact Us
Theresa Ko, Chartered Professional Accountant
2066 Qualicum Drive, Vancouver, B.C., V5P 2M2
Tel. (604) 327-2069 or Fax. (604) 324-1762
Email: info@tkoinc.ca
THERESA KO INC. PRIVACY POLICY
Theresa Ko Inc. ("TKo Inc") is committed to keeping customers' information accurate, confidential, secure and private no matter how the information is collected or stored. Customers include commercial and corporate customers and their guarantors, individuals carrying on in sole proprietorships, in partnerships or in associations in Canada.
Your consent
We will not collect, use or disclose your personal information without your consent, except where required or permitted by law.
Keeping Personal Information Accurate
Theresa Ko Inc. will keep personal information as accurate, complete, current, and relevant as necessary for its identified purposes.
It is the customer's responsibility to ensure that personal information is accurate, complete, current, and relevant as necessary for its identified purposes.
Strictly between us
At Theresa Ko Inc., we respect your privacy and are committed to keeping personal information about you strictly between us. If you have any concerns about privacy and confidentiality, we want to know about them. All inquiries or concerns relating to personal information will receive prompt attention and be acknowledged within 5 business days. Write. Call. Or visit. Keep in touch and let us know what's on your mind. We're always ready to help you.
Legal Notices
A. Theresa Ko Inc.
Theresa Ko Inc. ("TKo Inc") is a Chartered Professional Accounting Firm designed to serve
small businesses and their owners.
B. Use of Website and Wireless Services
Theresa Ko Inc. is not responsible in any manner for direct, indirect, special or
consequential damages, however caused, arising out of your use of this Website and/or
any web browser, including any damages you may suffer if you transmit confidential or
sensitive information to us or if we communicate such information to you at your request
over the Internet. Links to other websites from this Website are for convenience only. No
endorsement of any third party products, services or information is expressed or implied
by any information, material or content referred to or included on, or linked from or to this
Website.
C. Information
Information provided by Theresa Ko Inc. and other sources on this Website is believed to
be accurate and reliable when placed on this site, but we cannot guarantee it is accurate or
complete or current at all times. Information on this site is for informational purposes only
and is not intended to provide financial, legal, accounting or tax advice and should not be
relied upon in that regard.
We endeavour to keep the fees posted at this site current. However, fees and information
are subject to change at any time without notice to users and the posted rates and fees at
the site may not immediately reflect such changes.
D. Trade-marks and Copyrights
Certain names, words, titles, phrases, logos, icons, graphics or designs in the pages of this
Website may constitute trade names, registered or unregistered trade-marks or service
marks ("Trade-marks") of Theresa Ko Inc. ("TKo Inc"). However, the display of Trade-marks
on pages at this Website does not imply that any license has been granted to any third
party.
All information in this Website is protected under the copyright laws of Canada and/or
other countries. Users of this Website shall be entitled to copy any information for their
own personal use but may not republish or reproduce any such information in any manner,
including electronic reproduction by "uploading" or "downloading", without the prior
written consent of Theresa Ko Inc. Otherwise, no one has permission to copy, redistribute,
reproduce or republish, in any form, any information found in the pages of this Website.
Any unauthorized downloading, re-transmission, or other copying or modification of
Trade-marks or other contents of this Website may be a violation of statutory or common
law rights which could subject the violator to legal action.
E. Disclaimer
The information provided on this website is not intended to replace or serve as substitute
for any legal, accounting, tax or other professional advice, consultation or service. You
should consult with a qualified professional in the respective legal, accounting, tax or
other professional area to see if this plan meets your needs.
E.O.&E. Errors and omissions excepted. We believe at all the information contained within
this website and marketing material are accurate to the best of our knowledge. However,
laws and regulations are constantly changing, and although we endeavour to keep the
information contained herein current, we are not responsible for honest errors and
omissions.