Proudly serving the Central Okanagan and the Kootenay Boundary Region
We have a dedicated team of professionals ready to serve you!
Asesoría en español
Consulting available in Spanish
Our Head Office Team - Kelowna, BC
Our West Kootenay Team
Grand Forks, BC
Christina Lake, BC
Corporate Tax
Effective business structures to ensure tax compliance
Planning the form of receipts and expenditures to achieve enhanced tax treatment
Structuring acquisitions and dispositions tax-effectively
Identifying available tax opportunities and global mergers and acquisitions
And much more...
Personal Tax
Personal tax return preparation
Business, farm, and rental statements
Capital gains guidance
TFSA, RESP, and RRSP contributing
Income splitting assistance
Taxable benefits and allowance advice
Retirement planning
And much more...
Advising / Consulting
Operational analysis
Acquisition or sale of businesses
Budgeting and financial forecasting
Succession planning
Business valuations
Owner/manager tax minimization strategies
And much more...
Bookkeeping & Payroll
Full-cycle bookkeeping including payables and receivables tracking
Payroll services and T4 preparation
Guidance on employee benefits and employment standards
Employee vs. subcontractor evaluation
And much more...