The following outlines some of the accounting and financial services our office provides:
Accounting - We specialize in producing professionally prepared annual financial statements for your business reporting requirements. We personally review the information with our clients to ensure the completeness and accuracy of the information, and to answer any accounting or tax related questions that they may have as a result of the year end process. We prepare reviews and compilations in accordance with CGA standards and give financial projections upon request. In addition, we prepare personal income tax returns for a variety of employed, sub-contract, and self-employed clients.
Bookkeeping - Depending on your business needs, we can provide you with monthly computer-based financial statements using simply accounting. We also offer the service of filing GST, WCB, and PST reports on monthly, quarterly or annual basis.
Business Consulting - We look forward to providing you expert advice on business acquisitions and sales and we are able to provide in-depth operational analysis to assist you in making sound business decisions.
Estate Planning - We offer advice in planning your Estate in a tax effective manner and also offer the service of preparing date of death income tax returns, T3 Trust Information returns and requests for final clearance certificates.
Tax Services - We have an experienced staff of professional accountants and tax preparers who are available to complete and electronically file your personal and corporate Income Tax Returns. Again, as a part of our personalized service, we review all returns with our clients prior to filing, to ensure all available deductions and tax credits have been claimed and that we have accurately reported all income and expenses. We also assist in RRSP contributing and offer guidance regarding capital gains/losses (both corporate and personal). We submit receipts and information slips to the Canada Revenue Agency upon request, and in the unlikely event that you are selected for audit or assessment, we are available to discuss and resolve any tax issues directly with the Income Tax office.
Payroll Services - Our office provides the service of computing payroll deductions for your employees, remitting the monthly deductions to the Canada Revenue Agency, as well as preparing and filing annual T4 slips, summary reports and records of employment.
Our Kelowna, BC office includes accounting and financial services for:
- Law firms
- Medical professionals
- Manufacturing businesses
- Insurance agencies
- Event Planners
- Salons & Spas
- Retail stores
- Road builders
- Franchise outlets
- Land developers
- Numerous other local entrepreneurs