Our Services

 

“Fairness is not an attitude.  It’s a professional skill that must be developed and exercised.” – Brit Hume

FINANCIAL STATEMENTS AND CORPORATE TAX FILINGSFinancial Statements

We at Joseph Lea and Associates understand that every dollar is important to the survival of your business.  When a business owner hires an accountant, they are attempting to balance cost and value with knowledge. We offer a no charge initial consultation in person, over the phone or by email.  

You should feel confident in requesting a quote and asking questions about what we can do for your business.  

We work for you and our goal is to ensure we are supporting you and your business. We ensure that we keep up with the latest tax regulations so that we can minimize your personal and corporate taxes.

We offer Notice to Reader type engagements (financial statements and corporate year-ends).

Financial statements consist of Balance Sheet, Income Statement and Statement of Cash Flows. We discuss the financial statements with you, ensuring the information provided is meaningful for you.  

Please note, if you require a Review Engagement or Audit Report, we can also advise you as to larger reasonably priced quality firms you can work with.

PERSONAL TAX FILINGS

Tax Preparation

We provide personal income tax preparation starting at $50 for a basic return (unlimited T slips) including Efiling for the 2015 tax year. Our tax preparation includes a “Money Back Guarantee” – get the maximum refund you’re entitled to, or your tax preparation is free (*must be claimed in 2016 and must be based on origional slips submitted at time of tax preparation) We can make such an offer based on over 25 years of tax preparation experience.  

Our rates are based on the complexity of your tax return and the time involved to prepare it. If your tax return requires the inclusion of a schedule (rental, business, capital gains, medical or moving) our fee is a $10 input fee + our time at $50/hour.  We can give you copies of the applicable schedule and advise you how to fill it out so that you can bring in a completed form and minimize your tax preparation cost.

BOOKKEEPING SERVICES 

BookkeepingWe are the only Xero (Cloud Accounting software) support on Vancouver Island.  Xero allows for downloading of bank feeds, transaction rules and actually “learns” from prior transactions you’ve posted to minimize data entry and maximize your time.   

As we are an accounting firm, our bookkeeping service is specific to circumstances where a client needs bookkeeping done as part of year-end preparation or tax preparation work.  

For clients who need ongoing bookkeeping service or already have an accountant, we can provide references to quality bookkeeping businesses we have worked with.