Tax
Real-life tax help from a people-first team
Tax shouldn’t feel like a once-a-year panic. Our tax team helps individuals, families, and businesses across Central Vancouver Island navigate Canadian and U.S. tax with clarity, calm, and a bit less stress.
Clients come to us for the technical knowledge, but stay because they feel known, looked after, and supported through life’s changes – from first jobs and new businesses to retirement, estates, and everything in between.
What we do
Comprehensive tax services, tailored to real people and real businesses.
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Canadian and U.S. personal income tax returns (T1 and 1040)
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Corporate tax returns and tax compliance for incorporated businesses and professionals
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Estate, trust, and terminal tax returns
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Charitable and not-for-profit information returns
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GST/HST and related filings
Behind each return is a story – a household, a business, a legacy – and we take that responsibility seriously.
What it’s like to work with us
You won’t find a take-a-number, in-and-out tax counter here. You get a relationship, not just a tax return.
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Friendly, plain-language explanations so you understand why things are done, not just the final number.
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Senior professionals who make time to sit down, listen, and walk through your questions.
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A team approach that means you benefit from shared expertise and continuity year after year.
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A culture where there are no “stupid questions” – if something doesn’t make sense, we talk it through.
Because we look after our people with a family-first, four-day work week culture, they have the energy and focus to look after you properly.
Personal tax
Life doesn’t fit into neat boxes – and neither do tax situations. Whether your return is straightforward or complex, we help you make sense of it and look ahead.
We assist with:
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Employment, self-employment, and investment income
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Rental properties and vacation homes
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Cross-border and U.S. filing requirements
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Credits, deductions, and elections that may apply to your situation
The goal is simple: pay what you owe, not more, and understand how today’s decisions might affect tomorrow’s tax.
Integrated with bookkeeping and advisory
Many of our business clients also work with us for bookkeeping and advisory support, which makes year-end far more efficient and useful.
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Bookkeeping that is aligned with year-end and tax requirements from day one
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Ongoing advice through the year on cash flow, payroll, and remittances
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A consistent team that understands both your day-to-day and your long-term goals
Instead of scrambling at year-end, you get steady support throughout the year from people who know your business well.
Business and corporate tax
For businesses, tax is just one piece of a bigger picture. We work side by side with owners and managers to align tax decisions with cash flow, growth plans, and risk.
Support includes:
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Corporate income tax returns and ongoing compliance
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Owner-manager compensation planning (salary/dividends mix)
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GST/PST/WCB reporting integrated with your bookkeeping cycle
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Coordination with financial statements and advisory work
Our clients appreciate having a consisten team they can call upon before major moves – incorporations, expansions, new locations – so tax is planned in advance, not an afterthought.
Estates, trusts, and planning conversations
Estate and trust tax work is about more than forms; it is about looking after families during significant transitions.
We help with:
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Terminal and estate returns
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Trust returns and related compliance
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Coordinating with your legal and financial advisors
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Planning discussions to help minimize surprises for your loved ones
These conversations can be emotional and complex; you get a calm, respectful team that takes the time needed and keeps communication clear.
CRA Support & Reviews
Dealing with CRA letters, reviews, or audits can be stressful, especially if you are not sure what they are asking for or what happens next. We regularly help individuals, businesses, and not-for-profits respond to CRA in a calm, organized manner.
How we can help:
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Review and explain CRA letters and requests
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Prepare responses and assemble supporting documentation
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Assist through CRA reviews and audits (income tax, GST, payroll)
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Help correct past filing issues and set up better processes going forward
The goal is to make sure you are treated fairly, your rights are respected, and you understand your options at each step.
Rooted in our community
The people whose returns we prepare are the same people we see at local rinks, golf courses, fundraisers, trails, and community events. Supporting charities, youth sports, health initiatives, and local arts in the surrounding communities keeps us closely connected to the realities our clients face – rising costs, changing industries, and shifting family needs. That perspective shapes our tax work: practical, empathetic, and grounded in what matters most to you.
Let’s talk about your tax needs
Whether you’re looking for help with a single return or a long-term tax partner for your family or business, a quick conversation can clarify what you need and how we can help.
Reach out to our team to book a time that works with your schedule – and let’s make tax season feel a little more manageable.
Get in touch today to learn more about how we can help your business succeed.
+1 (250) 724-5717
When you reach out to us by email or the form below, remember electronic communication is not always secure. Please avoid sending any highly sensitive personal information (such as full SINs or full credit card numbers) by email or through this form. For sensitive documents, we recommend using our secure client portal or another secure method of transmission that we have agreed on together.