Businesses need to know how they have performed and they also need to comply with tax filings as required by CRA.  I can produce accurate and timely financial statements and corporate income tax returns.  I want to ensure that all deadlines have been met and that there are no unnecessary penalties or interest to pay. As long as I have been given sufficient time to complete your work and  for some reason I miss a deadline resulting in penalties, I will gladly pay them for you.  I offer but am not limited to the following services:

  • General ledger and financial statement preparation
  • Compiled financial statements
  • Trust and Estate Tax Returns
  • Preparation of T-5, T-4A and T-3 slips with summaries
  • Tax planning for corporations


I am continually updating my tax knowledge by attending courses and seminars so I can provide my clients with efficient and cost effective tax preparation services.
My goal is to prepare your tax returns by utilizing all available tax deductions and credits. I provide thorough client interviews and ask lots of questions so we can focus on your financial and personal tax issues and needs.   The services I offer  but not limited to are:

  • Individual tax preparation including small unincorporated businesses, property rentals and employment expenses.
  • Estate and trust tax returns
  • Including special purpose trust returns
  • Not-for profit tax returns
  • Corporate income tax returns
  • Tax planning for individuals
  • Tax adjustments for previous tax years
  • Voluntary disclosures
  • Taxpayer relief



A business needs meaningful financial records in order to run efficiently.  Having up to date records will help business owners make important decisions and assist them with moving forward in a positive profit driven direction.   We offer but are not limited to the following services:
In-house, Onsite or remote bookkeeping services using Sage 50 (formerly Simply Accounting).  We have experience with many different kinds of businesses including trusts and other not for profit enterprises.

  • Monthly, quarterly or yearly services including bank reconciliations
  • Set-up and training using Sage 50 (formerly Simply Accounting)
  • Payroll services including remittances and T-4 slips.
  • PST and GST advice, remittances and compliance.
  • Worksafe BC remittances and compliance.



I know our clients can attribute some of their personal and business success to my services.  I am able to identify areas that need improvement and offer cost effective solutions to assist with your profitability and growth.  I offer but am not limited to the following services;

  • Assistance and advice when buying or selling a business
  • Business improvement – streamline procedures, set up controls, train staff and other procedures that can assist your business in their day to day activities.
  • Budgeting
  • Establish if necessary to incorporate and assist with the process of incorporation.