Business Details
Comprehensive Accounting Solutions in Vernon
Sladen Moore is a Chartered Professional Accountants firm based in Vernon, British Columbia, dedicated to providing comprehensive accounting and tax services to individuals and businesses. With a focus on staying current with evolving tax legislation and accounting regulations, we offer tailored solutions that address both personal and business financial needs. Our services range from basic tax return preparation and bookkeeping to complex corporate tax planning and financial forecasting. We prioritize a holistic approach to client relationships, recognizing the interconnectedness of personal and business financial goals. Our team assists clients in selecting appropriate accounting systems, provides consultation on software purchases, and offers ongoing support to ensure efficient financial operations.We specialize in minimizing tax liabilities through strategic planning while maintaining compliance with Canada Revenue Agency requirements. Our expertise extends to estate planning, business succession strategies, and financial analysis for loan applications. We publish a bi-monthly newsletter, Business Matters, to keep clients informed about current business trends and regulatory changes. Our commitment to personalized service ensures clients receive expert guidance for investments, retirement planning, and tax optimization. With offices in Vernon and Lumby, we serve clients across British Columbia through both in-person and remote consultations.
Services
Tax Planning
Financial Statements
Corporate Tax Returns
Estate Planning
Business Advisory
Highlights and features
- We offer over 15 years of experience in Canadian tax regulations and accounting standards
- Our team provides personalized financial strategies tailored to individual and business needs
- We combine technical expertise with proactive tax planning to minimize liabilities
- Our Vernon-based firm serves clients across British Columbia with local knowledge
- We maintain continuous education on evolving tax legislation to ensure compliance
Associations and certifications
- Chartered Professional Accountants
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their financial positions while maintaining compliance with Canadian tax regulations. We analyze current financial situations to identify legitimate opportunities for tax reduction. Our expertise includes RRSP contributions, income splitting strategies, and corporate tax deferral options.
Financial Statements
We prepare accurate financial statements for small businesses and home-based enterprises, including compilation engagements and review financial statements. Our services ensure proper documentation for tax returns and loan applications. We help clients maintain organized accounting records that reflect their business's financial health.
Corporate Tax Returns
We handle corporate income tax return preparation and filing for businesses of all sizes. Our services include calculating taxable income, claiming eligible deductions, and ensuring compliance with CRA requirements. We also assist with payroll tax forms like T4s and T5s.
Estate Planning
Our estate planning services help clients prepare for the future through strategic asset distribution plans. We assist with creating buy/sell agreements, calculating estate values, and minimizing tax implications for beneficiaries. Our approach ensures smooth business succession and personal asset transfers.
Business Advisory
We provide strategic business advice on financial forecasting, budget analysis, and operational decisions. Our services include software selection consultation, cash flow management, and business expansion planning. We help entrepreneurs make informed decisions about lease/purchase options and business valuations.
People
Courtney Satchell
Partner
CPA, CA with expertise in corporate tax planning and financial reporting. Provides strategic guidance to businesses in Vernon and surrounding areas.
Danny Robert
Partner
Certified Chartered Accountant specializing in business advisory services and tax optimization strategies for small to medium enterprises.
Dustin Stadnyk
Partner
Experienced CPA focused on financial statement preparation and compliance solutions for local businesses and entrepreneurs.
Alycia Agar
Staff Accountant
Supports clients with tax return preparation and accounting services, ensuring accurate compliance with regulatory requirements.
Sibrina Jackson
Staff Accountant
Assists clients with financial reporting and tax documentation, maintaining high standards of accuracy and client service.
Questions
What tax services do you offer for individuals?
We provide comprehensive personal tax planning, RRSP optimization, and tax return preparation services for individuals.
Do you handle corporate tax filings?
Yes, we prepare and file corporate income tax returns, payroll tax forms, and GST/HST returns.
Can you help with financial forecasting?
We create financial forecasts to help businesses secure financing and manage cash flow effectively.
Do you offer accounting software consultation?
Yes, we provide consultation for selecting and implementing appropriate accounting software solutions.
What areas do you serve?
We serve clients in Vernon, Lumby, and throughout British Columbia with both in-person and remote services.
Reviews (1)
Kastgalor
Mar 10, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
I've been getting my taxes done here for a few years now. They are not the cheapest place on the block - but they are certainly worth the extra cost. They give good advice and will help maximize your return.
I've been getting my taxes done here for a few years now. They are not the cheapest place on the block - but they are certainly worth the extra cost. They give good advice and will help maximize your return.
