I'm a Chartered Accountant (C.A.) and have been a resident of Kelowna for the past 8 years, focusing on small business accounting with expertise in personal, corporate and international tax. I articled with with MNP LLP (formerly Meyers Norris Penney LLP), and achieved admittance to the Institute of Chartered Accountants of British Columbia. After articling, I also gained admittance to membership with The Institute of Chartered Accountants of England and Wales.
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By leaving the large firm model behind, I believe that it is possible to provide...
Jan 11, 2014|Accounting|$565|Completed
Personal Tax Services
We provide high quality and cost effective personal tax preparation. We will prepare your personal and sole-proprietorship business returns in a timely manner with the utmost attention to detail.
Expertise in the following personal returns:
Rental income from property(ies)
Contractors (Oil and Gas, Carpentry, Masonry)
Specific areas of personal tax expertise and planning include the following services:
Succession planning to transfer family business linking generations;
Advising and implementing estate freezes
Maximizing income splitting and dividend techniques;
Structuring investments and transactions in a tax effective manner;
Advising on the use of trusts to minimize the income tax payable;
Asset protection strategies for clients using tax effective strategies;
Assisting clients with marital disputes in a tax effective manner;
Assisting Non-Residents of Canada with their Canadian Tax filings to recover income withheld by the CRA
Advising on charitable giving including the use of private charitable foundations
We offer a wide variety of services to meet your bank and the government’s reporting requirements:
Corporate and provincial tax returns (T2)
We prepare the corporate tax returns using your businesses financial information by coding the information to the correct General Index of Financial Information (GIFI) location used in completing the company’s T2...
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