Accounting Services Kelowna
ACCOUNTING
We will provide you with financial statements (Notice to Reader) or a simple income statement prepared for tax purposes. We can also handle all of your bookkeeping and payroll needs.
ASSURANCE SERVICES
We provide review engagements for small to medium sized businesses, real estate trusts, lawyers’ trusts, collection agencies’ trusts, and not-for-profit organizations (charities, societies, and associations).
BUSINESS ADVISORY
We help our clients understand where their business is today, where it’s going, and what needs to change. This includes providing clients with a wealth assessment, cash flow analysis, working capital management, and pre-financing assessments.
CANADIAN TAX SERVICES
Preparation and electronic filing of personal, corporate, and trust returns with an eye to minimizing the tax you pay.
View our Tax Tips
COMPUTER SERVICES
Our staff can help you choose and set up your accounting software and provide you with the training and support you need to achieve your objectives.
CORPORATE TAX RETURNS
We will prepare your annual corporate tax returns (T2) and file them electronically on your behalf.
TAX PLANNING
We will help you minimize or defer your taxes by reviewing your compensation plan to determine what mix of salary, dividends, employee profit sharing, and corporate or personal taxes will result in the lowest combined tax payable.
STATUTORY FILING SERVICES
We will prepare and file your tax slips (T3s,T4s,T5s, T5013s, and T5018s) and prepare and remit your payroll, WCB, and GST/HST/PST on a monthly, quarterly or annual basis.
FINANCIAL STATEMENTS
We will design clear and comprehensive financial statements that will help you manage your business more effectively.