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
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Effective business structures to ensure tax compliance
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Planning the form of receipts and expenditures to achieve enhanced tax treatment
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Structuring acquisitions and dispositions tax-effectively
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Identifying available tax opportunities and global mergers and acquisitions
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And much more...
Personal Tax
Personal tax return preparation
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Business, farm, and rental statements
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Capital gains guidance
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TFSA, RESP, and RRSP contributing
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Income splitting assistance
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Taxable benefits and allowance advice
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Retirement planning
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And much more...
Advising / Consulting
Operational analysis
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Acquisition or sale of businesses
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Budgeting and financial forecasting
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Succession planning
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Business valuations
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Owner/manager tax minimization strategies
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And much more...
Bookkeeping & Payroll
Full-cycle bookkeeping including payables and receivables tracking
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Payroll services and T4 preparation
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Guidance on employee benefits and employment standards
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Employee vs. subcontractor evaluation
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And much more...