Business Details
Trusted Tax Experts for Agricultural Businesses
For over five decades, our firm has delivered specialized tax and management advisory services to clients across western Canada, with a distinct focus on the agricultural and agri-business sectors. Our team of certified professionals collaborates with legal, human resource, and investment experts to provide comprehensive solutions tailored to the unique needs of farm operations and their families. We prioritize deep industry knowledge, offering strategic guidance through all stages of business lifecyclefrom startup and incorporation to succession planning and asset transfer.Our expertise extends to tax optimization, benefit program enrollment, and wealth protection strategies, ensuring clients retain maximum value for reinvestment. By integrating personalized service with a multidisciplinary team approach, we empower agricultural enterprises to navigate complex financial landscapes with confidence.
Services
Tax Strategies
Farm Programming
Estate Planning
Business Advisory
GST Filing
Incorporation Support
Trust Implementation
Financial Statements
Crop Insurance Assistance
Wealth Protection
Highlights and features
- We offer 50+ years of specialized experience in agricultural tax planning.
- Our team collaborates with legal and investment professionals for holistic solutions.
- We provide tailored strategies for farm succession and asset protection.
- Our expertise includes AgriStability, AgriInvest, and crop insurance programs.
- We focus exclusively on the unique needs of agri-business clients.
Services
Tax Strategies
We develop customized tax reduction plans for agricultural businesses, focusing on asset protection and profit retention. Our strategies address corporate and personal tax optimization, leveraging industry-specific programs to maximize savings. With expertise in farm succession and estate planning, we ensure long-term financial security for families and enterprises.
Farm Programming
Our team assists with enrollment in AgriStability, AgriInvest, and crop insurance programs, ensuring compliance and risk mitigation. We provide tailored guidance on government benefit applications and private insurance solutions, helping farmers safeguard income against market fluctuations and environmental challenges.
Estate Planning
We specialize in minimizing probate taxes and creating trust structures for seamless asset transfer. Our services include Qualified Farm Property planning and intergenerational wealth strategies, ensuring family legacies are preserved with minimal tax implications through comprehensive estate and trust implementation.
Business Advisory
From incorporation to business structure optimization, we advise on strategic decisions impacting agri-businesses. Our services include share transfer planning, farmland transaction support, and financial statement preparation, ensuring clients make informed choices aligned with long-term operational goals.
GST Filing
We manage GST/HST filings and corporate tax slip preparation with precision, ensuring regulatory compliance. Our team stays updated on evolving tax codes to minimize liabilities while maximizing rebates, providing businesses with accurate and timely submission of all required documentation.
Questions
What industries do you specialize in?
We focus exclusively on agricultural and agri-business clients, offering tailored tax and advisory services for farms, ranches, and related enterprises across western Canada.
Do you help with government agricultural programs?
Yes, we assist with AgriStability, AgriInvest enrollment, and both public and private crop insurance programs to help farmers manage risk and financial uncertainty.
How do you support farm succession planning?
We create customized estate plans using trusts and Qualified Farm Property strategies to minimize taxes and ensure smooth intergenerational transfer of agricultural assets.
What accounting services do you offer?
Our services include corporate and personal tax preparation, financial statement reviews, incorporation support, trust implementation, and business structure advisory for agri-businesses.
Are you available outside regular office hours?
Our standard hours are Monday-Friday 8:30 AM-5:00 PM. We recommend scheduling appointments during these times for direct consultations with our team.
Reviews (2)
Michelle Precourt
Jan 07, 2020
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I've worked with Brad for over 10 years. He has supported me with my personal financial planning and now my business. He is quick, knowledgeable and I can count on excellence in customer service!
Sergii Ivanchuk
Jan 22, 2018
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You have to beg to file a report. We used Scott Wolfe for the last three years for our business needs and it was never easy to work with Kim - although she had access to QB and 99% of our transactions are digital. If your business isn't big enough for them you can expect to hear how busy they are. You might not hear at all unless you send two or three inquiries.
