Business Details
15 Years
experience
Trusted Chartered Accountants in Nanaimo, BC
At Phillips & Company & Company, we are dedicated to providing personalized, timely, and affordable accounting solutions for individuals and businesses across central Vancouver Island and the Pacific Rim. Established in 2011, our firm has grown to serve clients from two offices in Nanaimo and Port Alberni, combining over a decade of professional experience with a commitment to client-centric service. Our team of Chartered Professional Accountants specializes in personal and corporate tax services, strategic tax planning, and estate tax management, tailoring our approach to each client's unique financial goals. We prioritize building long-term relationships, ensuring clarity and transparency in all our interactions while helping clients navigate complex tax regulations.With a focus on minimizing tax burdens and maximizing savings, we offer customized strategies that align with individual lifestyles and business operations. Our expertise extends to bookkeeping, payroll services, and CRA compliance, supporting small to medium-sized enterprises in maintaining financial health. As active members of the communities we serve, we integrate local knowledge with professional excellence to deliver reliable, ethical, and forward-thinking financial guidance.
Services
Personal Taxes
Corporate Taxes
Tax Planning
Estate Tax Returns
Bookkeeping Services
Payroll Services
CRA Compliance
T4 & T5 Preparation
Details
- Year established: 2011
Highlights and features
- We offer personalized tax solutions tailored to your unique financial situation.
- Our team has over a decade of experience in accounting and tax planning.
- We provide services in Nanaimo and Port Alberni for your convenience.
- We specialize in strategic tax planning to maximize savings for individuals and businesses.
- Our founder holds the Chartered Professional Accountant (CPA) designation.
Associations and certifications
- Chartered Professional Accountants (CPA)
Services
Personal Taxes
Our personal tax services help individuals navigate Canadian tax laws to maximize deductions and credits. We specialize in salaried employees, self-employed individuals, and those with rental or investment income. Our goal is to ensure you receive the best possible tax return while maintaining compliance.
Corporate Taxes
We provide strategic corporate tax solutions for small to medium-sized businesses and non-profits. Our services include tax return preparation, CRA compliance, and financial planning to reduce tax burdens. We focus on understanding your business goals to deliver customized tax-saving strategies.
Tax Planning
Our tax planning services focus on long-term financial strategies to minimize tax liabilities. We help clients with business incorporation, family trusts, income splitting, and retirement planning. By analyzing your financial profile, we create tailored plans to optimize savings and achieve financial goals.
Estate Tax Returns
We assist executors and families in preparing final personal and estate tax returns after a loved one's passing. Our team collaborates with estate lawyers to ensure accurate filings and compliance with deadlines. We aim to simplify this complex process while providing compassionate support.
Bookkeeping Services
Our bookkeeping services ensure accurate financial records for businesses, including payroll management and CRA reporting. We handle T4 and T5 preparations, allowing business owners to focus on growth while maintaining compliance. Our systems prioritize organization and transparency for seamless financial operations.
People
Grant Phillips
Founder & CPA
Grant Phillips & Company & Company, founder of Phillips & Company & Company, has over 12 years of experience in accounting and holds the Chartered Professional Accountant designation. He specializes in tax planning and financial literacy, serving Nanaimo's community while volunteering as a treasurer for local organizations.
Questions
What accounting services do you offer?
We provide personal tax returns, corporate tax planning, estate tax services, bookkeeping, and strategic tax solutions tailored to individual and business needs.
Do you serve both individuals and businesses?
Yes, we specialize in services for both individuals and small to medium-sized businesses across central Vancouver Island and the Pacific Rim.
Are your tax services available year-round?
Yes, while we focus on tax season, we offer year-round strategic planning and financial advisory services to optimize your tax position.
What areas do you serve?
We serve clients in Nanaimo, Port Alberni, central Vancouver Island, and the Pacific Rim from our two office locations.
