Business Details
Your Trusted Partner for Accounting & Business Solutions
At Cox Tress Advisors, we pride ourselves on being more than just an accounting firmwe are trusted partners in our clients' financial journeys. With deep roots in the Golden, BC community, our team of Chartered Professional Accountants and business advisors delivers personalized solutions tailored to each client's unique needs. Our services span traditional accounting, tax planning, financial and estate planning, business consulting, and technical training, all underpinned by a commitment to integrity, quality, and innovation.For decades, we have served local businesses and individuals, combining extensive industry experience with a collaborative approach to ensure our clients thrive. Our mission is to provide exceptional service while fostering long-term relationships built on trust and mutual success.
Services
Financial Statements
Tax Planning
Estate Planning
Bookkeeping
Business Consulting
Technical Training
Corporate Tax Returns
Payroll Services
Non-Resident Tax Services
Software Consulting
Highlights and features
- We offer over 50 years of combined experience in accounting and tax services.
- Our team provides personalized solutions tailored to individual client needs.
- We prioritize community involvement and local business growth.
- Our services integrate innovative technology for efficient financial management.
- We maintain the highest standards of professionalism and ethical practice.
Associations and certifications
- Chartered Professional Accountants
Services
Financial Statements
We provide comprehensive financial statement preparation, including audits, reviews, and compilations. Our team ensures accuracy and compliance with regulatory standards, helping businesses maintain transparency and build stakeholder trust through reliable financial reporting.
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings through strategic year-round planning. We specialize in Canadian tax law, offering personalized strategies for individuals, businesses, and non-residents to optimize financial outcomes.
Business Consulting
We deliver tailored business consulting services covering growth strategies, financial planning, and operational efficiency. Our advisors work closely with clients to develop actionable plans that align with long-term goals and market demands.
Bookkeeping
Our bookkeeping solutions include payroll processing, GST/PST filings, and financial record management. We use advanced software like QuickBooks to ensure accurate, real-time financial tracking for small businesses and corporations.
Estate Planning
We help clients secure their financial legacy through customized estate planning. Services include trust structuring, inheritance strategies, and tax-efficient wealth transfer solutions to protect assets for future generations.
People
Kevin Cox
Certified Professional Accountant
With 20+ years in Canadian tax law, Kevin combines banking experience with specialized accounting expertise. He focuses on building long-term client relationships and supporting local business growth.
Tiana Tress
Partner
A CPA with roots in Golden, Tiana transitioned from university intern to partner in 2024. She specializes in business planning and consults on startup ventures and expansion strategies.
Frank Goldie
Senior Accountant
Serving Golden since 1970, Frank offers unparalleled local business insight. His career spans decades of community-focused accounting, maintaining a loyal clientele through consistent, personalized service.
Marcie Taylor
Bookkeeping Manager
Marcie oversees bookkeeping operations and non-resident tax services. With deep local connections, she leverages expertise in business software to streamline financial processes for clients.
Lindsey Cox
Business Consultant
Lindsey provides strategic consulting for startups and expanding businesses. Her background in small business management informs practical solutions tailored to evolving client needs.
Questions
What accounting services do you offer?
We provide audits, tax planning, bookkeeping, business consulting, estate planning, and software support for individuals and businesses.
Do you specialize in local business support?
Yes, we prioritize Golden and Columbia Valley businesses, offering tailored advice rooted in local market knowledge since 1970.
What makes your firm different?
We combine technical expertise with personalized service, emphasizing community partnerships and innovative financial technology solutions.
Do you offer tax services for non-residents?
Yes, we specialize in non-resident tax compliance and planning, assisting international clients with Canadian tax obligations.