Accounting & Tax Services

Professional financial management and tax preparation for Vernon individuals and small businesses - maximizing deductions while ensuring compliance.

Expert Knowledge
15+ years of accounting and tax expertise
Maximize Savings
Find every deduction you're entitled to
CRA Compliant
Accurate, compliant, stress-free service

Accounting & Bookkeeping Services

Professional financial management for businesses of all sizes - from sole proprietors to mid-sized companies

Monthly Bookkeeping

Accurate record-keeping and financial reporting for your business.

  • Bank and credit card reconciliation
  • Expense tracking and categorization
  • Accounts payable and receivable
  • Cash flow monitoring
  • Monthly financial statements

Year-End Preparation

Complete year-end services to prepare for tax season and beyond.

  • General ledger cleanup and review
  • Year-end journal entries
  • Closing entries and period-end procedures
  • Financial statement preparation
  • Tax document organization

Payroll Processing

Full-service payroll processing ensuring employees are paid correctly and all tax obligations are met on time.

  • Employee pay calculations
  • Tax deductions and benefits
  • CPP, EI, and tax remittances to CRA
  • ROE (Record of Employment) preparation
  • Integration with existing payroll schedules

Filing & Compliance

Ongoing filing and compliance services to keep your business in good standing with all tax authorities.

  • GST return preparation and filing
  • PST return preparation and filing
  • Payroll source deductions
  • Information returns (T4, T5, etc.)
  • Meeting all tax filing deadlines

Tax Preparation & Planning

Maximize deductions and ensure compliance with expert tax services

Personal Tax Returns

Comprehensive personal tax preparation to maximize your refund.

  • T1 general tax returns
  • Deduction maximization
  • Tax credit identification
  • Income optimization strategies
  • Electronic filing included

Corporate Tax Returns

T2 corporate tax preparation focused on CCPC returns for incorporated professionals and small businesses.

  • T2 corporate tax returns
  • Small business deduction optimization
  • Capital cost allowance planning
  • Simple corporate structures
  • Provincial tax compliance

Tax Planning

Strategic planning to minimize taxes and maximize after-tax income.

  • Year-round tax strategies
  • Income splitting opportunities
  • Retirement planning integration
  • Investment tax optimization
  • Estate planning considerations

CRA Support

Experienced CRA representation and support with proven success in audit situations.

  • CRA correspondence handling
  • Notice of assessment reviews
  • T1/T2 adjustment requests
  • Reassessment objections and appeals
  • CRA audit representation with successful track record

Meet Your Accounting & Tax Expert

Miles Procter - Accounting Expert

Miles Procter

Accountant & Tax Specialist

With over 15 years of experience including public practice, Miles specializes in providing bookkeeping, accounting and tax preparation services to individuals, sole-proprietorships and small businesses. He provides accurate, compliant, and stress-free services, ensuring clients stay organized, maximize deductions, and maintain excellent relationships with the CRA while focusing on their business growth.

15+ Years Experience
Public Practice Background
CRA Compliant Service

Ready to Optimize Your Financial Management?

Get expert accounting and tax services from Vernon's experienced financial expert.

Serving
Vernon, BC & Area