SERVICES

We are presently working from home during this Covid-19 pandemic, but are doing our best to provide all our usual services.  Please email or call on how we can service your requirements.  We provide corporate and personal tax preparation and consulting services, as well as Trust & Estate returns.   We offer bookkeeping and report filing with several software packages, as well as financial statement preparation for government, banking and other purposes.   Jim also enjoys small business consulting and forecasting.

Tax Services​​

We prepare and advise on all areas of personal income tax, including self employment and shareholder issues.  Corporate income tax preparation is integrated with personal tax consideration, and with shareholders to ensure the best possible results for you.  Trust and Estate tax services are professionally monitored and returns are prepared on a timely basis.

Bookkeeping & Reporting

We pride ourselves in fast and accurate turn around so that you have the latest information to make your business decisions.  The bookkeeping function is linked to payroll services & remittances, gst and pst reporting & remittances, and other regulatory deadlines.  We do the small things while keeping an eye on the big picture of meeting your year end goals.

 
 
Financial Statements

Jim has years of experience in the preparation of compilations, reviews, and audits.   He is presently specializing in compilation engagements which meet the requirements of 95% of the small business market.   We are there for you whenever you are able to provide the information to us, but we always hope to create a long lasting relationship where the financial statements are the culmination of our effort throughout the year, rather than a surprise at deadline times.

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Visit

22 High Street

Ladysmith, BC   

Call

T: (250) 924 4322

F: (250) 924 4322

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Advisor & co.

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