Business Details
36 Years
experience
Your Trusted Accounting Partner in Winnipeg
Established over 30 years ago, Olafson & Jones has built a reputation as a trusted partner in accounting, audit, tax, and business consulting services. Our team of Chartered Professional Accountants combines deep technical expertise with a personalized approach to deliver tailored solutions for corporate, individual, and nonprofit clients. We specialize in areas including financial statement preparation, income tax planning, business strategy advisory, and controllership services, adapting to evolving client needs while maintaining a focus on accuracy and compliance. With a client-centric philosophy, we prioritize clear communication and proactive guidance to help businesses navigate complex financial landscapes. Our commitment to excellence is reflected in long-standing client relationships and referrals from satisfied individuals and organizations.We continuously invest in professional development to stay current with regulatory changes and industry best practices. Our Winnipeg-based team serves local and regional clients with the same dedication that has defined our practice since its founding. By blending technical proficiency with accessible service, we aim to be an extension of our clients' teams rather than just service providers. The firm's partners bring decades of combined experience, ensuring clients receive insights grounded in both practical application and formal accreditation. This approach has allowed us to maintain consistent service quality while adapting to technological advancements in accounting practices.
Services
Audit Services
Tax Planning
Business Consulting
Financial Statements
Estate Accounting
Management Advisory
Succession Planning
Software Support
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in accounting and business consulting
- Our team includes CPA-certified professionals with specialized expertise
- We provide personalized service with clear, actionable financial guidance
- Our client retention rate reflects consistent service quality since 1990
- We combine technical proficiency with accessible, jargon-free communication
Associations and certifications
- Chartered Professional Accountants (CPA)
What people say
Quick responses
Personalized service
Highly skilled professionals
Long-term reliability
Excellent communication
Services
Audit Services
Our audit services provide independent examination of financial statements to ensure accuracy and regulatory compliance. We work closely with businesses to identify potential risks and improve financial controls. Our CPA-certified team delivers thorough assessments that support informed decision-making for stakeholders.
Tax Planning
We develop customized tax planning strategies to minimize liabilities while maintaining compliance with evolving regulations. Our services cover corporate and personal tax returns, estate planning, and cross-border tax considerations. Clients benefit from proactive advice that aligns with their financial objectives and risk tolerance.
Business Consulting
Our business consulting services focus on helping organizations optimize financial performance and operational efficiency. We provide guidance on succession planning, mergers and acquisitions, and financial management systems. Clients receive actionable recommendations based on industry-specific expertise and market insights.
Financial Statements
We prepare comprehensive financial statements that meet regulatory requirements and support business decision-making. Our services include balance sheets, income statements, and cash flow analysis. We ensure accurate reporting while providing context to help clients understand their financial position.
Succession Planning
Our succession planning services help business owners prepare for leadership transitions and ownership transfers. We develop strategies that address tax implications, valuation considerations, and continuity planning. Clients receive guidance on creating sustainable transition frameworks that protect business value.
People
Tanis Olafson
Partner
FCPA and FCGA-certified accountant with over 25 years of experience in corporate finance and business strategy. Specializes in helping mid-sized businesses optimize financial operations and navigate complex regulatory environments.
Mark Jones
Partner
Experienced CPA and FCGA professional focusing on tax planning and estate management. Brings expertise in cross-border taxation and succession planning for family-owned businesses across multiple industries.
Samara Preun
Tax Partner
CPA and CGA-certified specialist with 15+ years in tax advisory services. Concentrates on personal and corporate tax optimization strategies, particularly for high-net-worth individuals and professional practices.
Questions
What accounting services do you offer?
We provide audit, tax planning, financial statement preparation, business consulting, succession planning, and software support services for businesses and individuals.
Are you certified accountants?
Yes, our partners hold Chartered Professional Accountant (CPA) and Fellow Chartered General Accountant (FCGA) certifications.
How do you handle client communication?
We prioritize direct communication through scheduled meetings, regular updates, and accessible support during business hours.
What industries do you work with?
We serve diverse sectors including professional services, manufacturing, healthcare, and nonprofit organizations across Manitoba.
Do you offer tax planning for individuals?
Yes, we provide personal tax planning services including estate management and cross-border tax considerations.
How are fees structured?
Our fees are based on service complexity with transparent billing. We provide cost estimates before starting new engagements.
Reviews (6)
James H.
Sep 22, 2021
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Appreciate the great advice and the firm's professional approach to looking after clients. Definitely recommend.
Jennifer Mikus
Jul 01, 2021
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Positive:Professionalism
Amazing and very professional service. Client oriented services. Very diligent and detailed. Will be referring them to our professional and private circles.
Amazing and very professional service. Client oriented services. Very diligent and detailed. Will be referring them to our professional and private circles.
Joan Lachance
May 03, 2021
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We have been using Tanis Olafson for over 20 years. We have never had a bad experience. Her staff is very friendly and professional. I would highly recommend this company!
Chelsea Niittynen
Nov 18, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Thank you Olafson & Jones for all your help over the years. I highly recommend them if you are looking for an accountant. Hands down the best firm in the city!
Thank you Olafson & Jones for all your help over the years. I highly recommend them if you are looking for an accountant. Hands down the best firm in the city!
Amar Beauchamp
Nov 04, 2020
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This is the second year my wife and I had our tax returns done by Olafson and Jones, and we couldn't be happier. Mark has provided excellent service for a fair fee. He and his staff are friendly and professional. My only regret is not going to see him earlier.
Mike Gordon
Jan 19, 2020
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We have been working with Olafson and Jones since the early days of our business. They have always gone above and beyond in helping us navigate our accounting needs. Always responding quickly and taking the time to make sure we really understand the advice and help we have been given. Very appreciative for all their help over the years.
