SERVICES
Personal Income Tax (T 1)
My speciality is in personal income tax with over 15 years experience, in addition to experience as a former auditor for the CRA. I can help you with:
Up to 10 years of unfiled tax returns, helping you reclaim thousands in lost refunds and potential GST and Climate Action tax payments
Providing a thorough review of your tax situation through the questionnaire and interview process to find all the credits you are entitled to
Reviewing and adjusting returns from your old accounting or tax firm to potentially find more deductions they might have missed
Dealing with the soulless, confusing letters from CRA demanding information
Completing your return at the location of your choice with my mobile tax service, making it highly convenient. Drop-off and remote options are available if preferred or living outside the Prince George, BC area
95%+ of returns are completed in a single visit with me.
Check out my Pricing Guide and Checklist for more info and to help you prepare.
Corporate Income Tax (T2)
This annual filing requirement can be complex and time-consuming, requiring detailed financial records and continuous knowledge of tax regulations and changes. My meticulous approach, allows me to identify potential tax savings and optimize your financial strategies. Whether you are a small corporation with under $100,000 in sales, or a medium sized business with $15 million, my unwavering commitment to integrity, professionalism and transparency ensures high client satisfaction.
Bookkeeping
I provide full-cycle bookkeeping services not limited to:
Invoice and expense entering
Bank reconciliations
GST/PST & Worksafe BC returns and remittances
Account setup and maintenance
Month-end & Year-end adjusting entries making your records ready for tax
When you outsource your bookkeeping to me, I provide holistic advice and help you spot errors and issues before they become costly and am always analyzing for ways to continually improve your system to be as efficient and effective as possible.
Payroll
Handling this in-house can be a time-consuming and potentially risky endeavor. Let my expertise help you avoid potential errors and compliance issues, whether you employ 2 employees or 50.
I handle all the payroll functions you need including:
Converting and calculating your employee timesheets into paystubs
Calculating commissions and bonuses, stat pay and severance pay, taxable benefits
Creating remittance reports and payments to CRA of your source deductions
Preparing Records of Employment (ROEs)
Year end T4 Information filing and issuing T4s
Advising on Employment Standards BC related issues and regulations.
Sending your payroll needs to me means your business can benefit from reduced administrative burden, improved accuracy, and peace of mind knowing that their payroll obligations are being handled on a very cost competitive basis.
Consulting and Advising
I bring extensive expertise in consulting and advising on all aspects of accounting, and Iām confident that my insights and strategies could significantly benefit your business. Come see me for a free 60 minute initial consultation on such issues like:
Assisting in creating business plans for new businesses
Assisting in application forms, such as applying for Canada Pension Plan, Old Age Security, Disability Tax Credit
New business setup, including applying for GST/PST/Payroll #s.
Business structuring and tax planning
Incorporating a business
Government requests
Financial statement analysis