Houghton & Company

SERVICES: ACCOUNTING & ASSURANCE Providing professional, cost effective and timely accounting services is the foundation of our success. We understand that financial statement reporting can vary in scope and cost and our experienced staff of professional accountants can provide constructive advice and solutions to match your reporting requirements. Services include: Notice to Reader engagements Review engagements Speciality audits Interim financial statements Cash flow statements, budgets, and projections TAXATION Corporate Tax Corporations and their shareholders are faced with many decisions that have tax implications. Our team provides effective and practical tax planning while adapting to a consistently changing tax environment. Services include: Corporate tax preparation and related compliance Integration of corporate and personal tax Wealth preservation Personal Tax We prepare personal income tax returns for individuals, including proprietor and partnership compliance, and offer personal tax planning. Services include: Personal tax return preparation Business, farm, and rental statements Capital gains guidance TFSA, RESP, and RRSP contributing Income splitting assistance Taxable benefits and allowance advice Retirement planning COMPLIANCE Managing the various filing requirements can be stressful for business owners. Allowing our firm to assist you will provide peace of mind and the freedom necessary to focus on your business. Services include: Manage tax filings and remittances CRA correspondence GST/HST and PST compliance CRA dispute resolution Worksafe BC Non-Resident tax filings ESTATE PLANNING & TAX PREPARATION Planning your retirement and financial legacy in a tax effective manner is an important matter that benefits from the advice of our experienced accountants. Services include: Advice on family trusts T3 Trust Information returns Requests for final clearance certificates Tax planning for will preparation Date of death income tax returns BUSINESS ADVISORY We look forward to providing you with expert advice essential to managing the many challenges that are unique to privately held businesses. Services include: Operational analysis Acquisition or sale of businesses Budgeting and financial forecasting Succession planning Business valuations Owner/manager tax minimization strategies BOOKKEEPING & PAYROLL We offer monthly, quarterly, and annual bookkeeping services with interim and year-end financial statements, customized to each client. Services include: Full-cycle bookkeeping including payables and receivables tracking Payroll services and T4 preparation Guidance on employee benefits and employment standards Employee vs. subcontractor evaluation

Address: 540 Groves Avenue, Suite 201, Kelowna, BC V1Y 4Y7, Canada

Phone: +1 250 763 5665
FAX: +1 250 862 9451