Business Details
22 Years
experience
Trusted Accounting and Tax Services in Qualicum Beach, BC
At McIntosh Norton Williams, we pride ourselves on delivering personalized, ethical, and expert accounting services tailored to the unique needs of our clients. Our firm, established in 2004 through the merger of two long-standing local practices, combines decades of experience with a commitment to integrity and community. We specialize in tax preparation, financial planning, estate and trust management, audit engagements, and advisory services for businesses, non-profits, and First Nations organizations. Our small-firm approach ensures direct partner involvement, fostering deep client relationships and continuity in service. We prioritize ongoing professional development to stay current with evolving tax laws and financial practices, ensuring our clients receive accurate, forward-thinking advice.Our dedication to transparency, confidentiality, and client education empowers individuals and organizations to make informed financial decisions. With offices in Qualicum Beach and Port Alberni, we serve clients across British Columbia and Alberta, offering both comprehensive accounting solutions and targeted guidance. Our teams expertise in diverse industriesfrom forestry to tourismenables us to address complex financial challenges with practical, strategic solutions. We believe in building trust through consistent, reliable service and maintaining the highest ethical standards in every interaction. Whether assisting with day-to-day accounting or long-term financial planning, our goal is to help clients achieve financial clarity and security.
Services
Tax Preparation
Estate Planning
Audit Engagements
Financial Planning
Non-Profit Services
First Nation Audits
Business Accounting
Details
- Year established: 2004
Highlights and features
- We offer over 30 years of experience serving First Nations and non-profit organizations.
- Our small-firm approach ensures direct partner involvement and personalized service.
- We specialize in cross-border tax compliance for non-resident property owners.
- Our team holds advanced certifications in financial planning and audit engagements.
- We provide industry-specific expertise for forestry, tourism, and construction sectors.
Associations and certifications
- Chartered Professional Accountants (CPA)
- Certified General Accountants (CGA)
- Certified Financial Planner (CFP)
- Chartered Accountant (CAFM)
Services
Tax Preparation
We prepare and file tax documents for individuals and businesses with the Canada Revenue Agency. Our services include identifying eligible deductions, credits, and compliance strategies. We communicate directly with CRA to resolve issues and ensure accurate filings.
Estate Planning
Our estate planning services help clients protect assets and minimize taxes for future generations. We create customized plans to streamline asset transfer, reduce probate fees, and ensure compliance with legal requirements for estates and trusts.
Audit Engagements
We conduct comprehensive audits for non-profits and First Nations organizations. Our team provides financial transparency, compliance guidance, and strategic advice to support organizational decision-making and regulatory requirements.
Financial Planning
We offer long-term financial planning for individuals and businesses. Our services include retirement strategies, investment planning, and tax-efficient solutions to help clients achieve financial security and growth.
First Nation Services
We specialize in audit and advisory services for First Nations communities and businesses. With over 30 years of experience, we provide culturally informed financial guidance and compliance support tailored to Indigenous organizations.
People
Cory McIntosh
Partner
Cory McIntosh is a CPA, CGA, CAFM, and Certified Financial Planner with expertise in tax and financial planning. He focuses on delivering client-centered solutions for individuals and businesses.
Jason Moore
Partner
Jason Moore, BA, CPA, CGA, specializes in audit engagements and financial reporting. He works closely with non-profits and First Nations organizations to ensure financial transparency and regulatory compliance.
Jeff Durrant
Partner
Jeff Durrant, CPA, provides strategic tax planning and business advisory services. His experience spans corporate finance and cross-border tax compliance for non-resident clients.
Questions
What accounting services do you offer for non-residents?
We assist non-residents with Canadian tax filings for property ownership, including compliance for purchases and sales.
Do you provide audit services for non-profit organizations?
Yes, we conduct audit engagements for non-profits, offering financial transparency and compliance support.
How do you support First Nations businesses?
We provide audits, tax planning, and advisory services tailored to First Nations communities and enterprises.
What estate planning services are available?
We create customized plans to protect assets, minimize taxes, and streamline inheritance processes.
Are your services available in Port Alberni?
Yes, we have an office in Port Alberni offering appointments for accounting and tax services.
