Chartered Professional Accountant · Lethbridge
The person who prepared your file is the person who answers the phone.
We're a Lethbridge practice working with owner-managed corporations, farm operations, and individuals across southern Alberta. Small on purpose — because continuity is the thing clients actually notice.
What's coming up
General filing dates. Corporate deadlines depend on your year end — ask us and we'll map yours.
What we do
A general practice, not a niche one
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Corporate tax and year-end
T2 returns, financial statements, instalments, and the planning that goes with them — remuneration, dividends, and the timing decisions that change what you actually pay.
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Personal tax
T1 returns of every kind, from a single T4 to farm income, rental properties, investment portfolios, and estates. Including the ones CRA writes back about.
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Farm and agriculture
Cash-method reporting, herd and inventory, AgriInvest and AgriStability, and the intergenerational transfers that keep an operation in the family.
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Bookkeeping and cloud accounting
QuickBooks Online and Xero setup, monthly bookkeeping, payroll, and GST — so your year-end starts from clean books instead of a shoebox. Certified in both platforms, with discounted subscription rates through us.
Why clients stay
Three things that are hard to get anywhere else
Nothing has to be re-explained
Last year's reorganization is still in the room when this year's decision comes up. You don't rebuild the context every time you call.
We know the local economy
Farms, trades, professional corporations, and family businesses from Cardston to Coaldale to Taber. The problems repeat, and we've seen most of them.
Deadlines are ours to worry about
Filing dates, instalments, GST periods, T4s and T5s. You shouldn't have to track them.
Start with a conversation
The first one is free — about half an hour, no obligation. Tell us what you're dealing with and we'll tell you honestly whether we're the right fit.