I am full-time senior public accountant (tax manager) and current level 3 CFA candidate who is proudly serving the Kelowna & West Kelowna Areas.
CRA approved & registered E-filer
My services are broad and generally include:
- T1 personal filings
- T2 corporate filings
- T3 trust filings (All types)
- CRA reviews, audits, and general correspondence
- Excise tax compliance (GST/HST)
- T-slip information filings
Some more sophisticated expertise and advisory services include:
-Special elections (tax-deferred rollovers etc.)
-Corporate restructuring & reorganization
-Residency
-Foreign asset/income reporting & compliance
-Cross boarder taxation implications
-Wind-ups, amalgamations, dissolutions, and acquisitions.
-Canadian income tax interpretation
-Merger & Acquisition
-Other advisory services
Dozens of happy and repeat clients!
Rates for services are competitive and vary on the degree of time and difficulty. Discounts can be arranged for clients with integration (corporate + person).
I do not issue compilations or any form of limited assurance (audit work).
Feel free to reach out at the number herein for a brief consultation.