Tax Services

The firm invests in advanced tax software to efficiently prepare your returns. Tax planning is the utmost importance to be proactive with tax minimization and plan for changing legislation and regulations. Whether your planning for minimization, succession, estate, or a business sale, I sit down with each client and take an individualized and specific tax strategy approach to make sure your specific situation and needs are understood when making taxation advise.

>Corporate Income Tax Preparation

>>Personal Income Tax Preparation

>>>Estate Return Preparation

>>>>Not for Profit Information Returns

Accounting Services

​Paperwork can be cumbersome to keep on and present further challenges and costs if not handled properly and on time. I offer full accounting services and can take a load off for you through:

>Bookkeeping Services

>>GST and Payroll Preparation and Filing

>>>Year end Financial Statement Compilation

>>WCB Reporting

Business Consulting/Training

I can help identify areas of your business that may be a challenge hindering growth and further success. I can also help with operational business plans and management functions for an area of your business that needs some direction. Many clients have also benefited from full training sessions on financial functions or staff training in a specific area of interest. Services include but are not limited to:

>Purchase and Sale of A Business

>>Business Valuations

>>>Retirement Planning

>>>>Benchmarking and performance measurement for business

>>>Cash Flow and Financial Management Plans

>>Accounting software selection and implementation

>Estate Planning and Business Succession

Professional Accountant Serving Lloydminster

Personal Income Tax Return Preparation