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Clearline works with many real estate brokerages and property management firms to address their unique accounting needs set by the BC Financial Services Authority (“BCFSA”) [(Formerly set by the Real Estate Council of British Columbia’s (“RECBC”)].


We are a registered CPA firm that is permitted to perform audits, reviews and trust accounting reports that many brokerages and property managers are required to obtain. Whether you operate via a corporation or a partnership, our tax professionals can also provide insightful tax planning services.


  • Year-end financial statements:
    • Compilation
    • Review
    • Audit
  • BCFSA Trust Accountant’s Report
  • Corporate tax return (T2) filing
  • Trust return (T3) and dividend (T5) filing
  • Tax projections and planning for shareholders
  • Strategic tax and estate planning
  • Corporate restructuring
  • Family trusts
  • Business acquisition and sales consulting
  • Mergers and acquisition consulting

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Reporting Requirements for Real Estate Brokerages

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The Benefits of Family Trusts

Recent changes in legislation have left individuals questioning the benefits of a Family Trust (“FT”).…

Thought Leadership

Practice Leaders

Annelie Vistica

CPA, CA, Principal

Annelie, a Principal at Clearline, is a CPA and CA with a strong background in private enterprise and assurance.


Bilal Kathrada

CPA, CA, Principal

Bilal primarily focuses on income tax and succession planning for Canadian owner-managed businesses in various industries.

Justin McLaughlin

CPA, CA, MBA, Principal

Justin focuses on reviews and audits for private enterprises and not-for-profit organizations.