Services
Hours 9am to 5pm - Monday to Friday
Phone: 250-309-0502

Taxation Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

  • Tax planning for individuals and corporations
  • Return preparation for
  • Individuals
  • Corporations
  • Estates and trusts
  • Not-for-profit organizations
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

  • Accurate and efficient returns via the use of CRA approved software
  • Taxation planning & restructuring
  • Federal and Provincial taxation matters

Business Advisory and Accounting Services

  • Bookkeeping and management accounting
  • Financial reporting and auditing
  • Cash flow management
  • Business planning & structuring
  • Corporate and company secretarial
  • Valuations and litigation support
  • Succession and estate planning
  • Business and management consulting

Superannuation Consulting & Administration

  • Preparation of tax and regulatory returns
  • Preparation of financial accounts
  • Advice regarding taxation and compliance issues
  • Financial and compliance audit
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