Accounting & Tax Services
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Year-end Financial Statements
Corporate Year-End Financial Statement Compilation Engagements (CSRS 4200):
These engagements compile financial information provided by management into financial statements—including a balance sheet, income statement, and related disclosures—for small and medium-sized businesses, non-profit organizations, and charities.
Purpose & Format:
The statements summarize performance and financial position in a clear, understandable format for management, stakeholders, and other users.
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Tax Compliance & Planning
Corporate and Personal Tax Filings:
Canadian corporate and personal tax returns—including T1, T2, T4, T5, GST, T3010 Charity and other applicable returns—in compliance with CRA requirements. Complex personal tax returns including business income, rental income, investments, pension income splitting, and more.
Strategic Tax Planning:
Tailored tax planning for shareholder owner/operators, providing guidance on dividend versus salary decisions and advising on tax on split income (TOSI) considerations.
Serving all of BC remotely
Efficient, accessible, and fully remote—bringing expert accounting and tax services to businesses across British Columbia, with the option to meet in Kamloops.
No matter where you’re located—whether in Vancouver, Victoria, Kamloops, Prince George, or anywhere in BC—you’ll receive personalized service without the need for in-person meetings. However, if you'd prefer a face-to-face consultation, in-person meetings are available in Kamloops by appointment.
CPA licensed accountant specializing in making accounting easy—so you can focus on growing your business.
Providing a simple and convenient client experience:
Direct access to your CPA – No layers of staff, work directly with me
Trusted expert advice tailored to you and your business
Cost-effective solutions designed for small & medium-sized businesses
Timely turnaround, clear communication, and reliability
Convenient features for seamless collaboration:
Available evenings and weekends for flexibility
Electronic signatures for easy document signing
Client portal for secure file sharing