We Can Help You With Your Taxes

Whether you’re a small business, incorporated, or you’re you need help with your personal taxes, we’re here to support you every step of the way. 

Personal Income Tax Returns

From basic to complex

Taxes are getting more complicated and filing on your own can mean missed credits and/or misinterpretation of the tax rules and how they are applied to your situation. Both can become costly mistakes.

Long-Haggerty CPA Inc. has the expertise that will keep you informed and reduce your tax burden wherever possible.

We specialize in both basic and complex tax situations.   Here are a few examples of our experience:

  • Voluntary disclosures
  • Foreign investment and asset reporting
  • Foreign income reporting
  • Cross-border tax (CDN side only)
  • Investments
  • Deemed dispositions
  • Rental income earned in Canada by non-residents and elections under section 216
  • Rental income reporting
  • Sole proprietorships
  • Tax planning
  • RRSP optimization

When you face a complicated tax situation, it is in your interest to have a Chartered Professional Accountant review your case and see that you maximize any refunds and minimize any taxes. Errors or missed opportunities can end up costing you much more than it would cost to pay a professional to review your situation and make sure that your tax returns are done correctly.

Basic personal taxes start at just $99.  We base fees on time involved so ask us how you can save on fees!

 

Tax services Penticton

Corporate Income Tax Returns

(Federal & Provincial) from basic to complex

As a small business owner, you rely heavily on your accountant for effective tax minimization strategies.

Long-Haggerty Chartered Professional Accountant Inc. has experience working with small and medium sized businesses within diverse industries. We will work with you to develop a custom-tailored approach to your tax planning needs. Our team keeps up-to-date with legislative changes through advanced education, thus giving us the edge and you the opportunity to always plan ahead and strategize accordingly.

Our corporate tax services include T2 corporation income tax return preparation, larger groups, connected corporations and integrated corporate and personal tax planning.

Fees are included with the compilation or review engagement fee.

 

Tax services Penticton

Estate Income Tax Returns

When someone passes there are a variety of returns to consider: Date of Death / Final Return, Rights & Things Return, Estate Return. When someone passes al their assets are deemed disposed of as of that date. However, somethings can’t just transfer. For example, a home. These assets may transfer to a spouse but in the case that does not happen, the home then belongs to the estate. Similarly, artwork, vehicles, bank accounts, investments, etc all may be held in the estate. Any income earned from these (or at the time of transfer to someone else – there is a deemed disposition) are taxed in the estate. A T3 Trust Return must be filed until all the assets have been disposed.

Estate taxes start at $500

 

Non-Profit / Charity Information Returns

Not-for-profit organizations have different reporting requirements than regular for-profit organizations. This can include restricted and non-restricted fund accounting, special information returns (T3010, T1144, and others) for CRA and even audited financials if government funding is significant. With the sector and the unique set of accounting standards for not-for-profit organizations (ASNPO).

Fees are included in the compilation or review engagement fees

 

Tax Planning

(Personal, Corporate, Estate)

Proper tax planning may provide you, your company and/or your loved ones significant tax savings.    

Fees fall under consulting rates ranging from $150 – $350 per hour depending on complexity.

 

CURRENT DRIVES & DONATIONS 

WE ARE GETTING READY FOR OUR ANNUAL TAX SEASON FOODBANK DRIVE!  This drive runs February through April each year.  We accept non-perishable food, toiletries and cash and then match the donations!

Come check us out at our new location: 479 Winnipeg Street or cheque out the foundation's website www.lhrcommunityfoundation.ca

Ongoing:

We are still accepting new backpacks, thermoses, lunch kits, water bottles, shoes, t-shirts and school supplies for our 'Fill-A-Backpack' program.  Our official launch of this program was extremely successful, beating our target of 50 backpacks and hitting 75!  The backpacks were disbursed to local families and school to help families with the cost of going back to school.

We are looking to expand the program to ensure families have access all year.

If you would like to donate or sponsor OR if you know a family that could use our help please contact us at: donations@lhrcommunityfoundation.com

 

3RD ANNUAL TOY & PJ DRIVE

WITH YOUR HELP, WE PROVIDED 16 FAMILIES WITH FULL CHRISTMAS HAMPERS INCLUDING GIFTS FOR ALL FAMILY MEMBERS AND GIFT CERTIFICATES FOR FOOD. 

IN ADDITION WE WERE ALSO ABLE TO PROVIDE INDIVIDUAL ITEMS TO OTHER INDIVIDUALS AND ORGANIZATIONS WITHIN OUR COMMUNITY.

CPA Penticton

We HAVE MoVED! Catch us @ 479 Winnipeg Street, penticton BC V2A 5M7 The site is currently under RENOVATION so we will be operating by appointment only for the month of OCTOBER

+1 250-770-0184

admin@lhrllp.ca

Hours of Operation

Monday - Friday
TEMPORARILY BY APPT ONLY DUE TO RENOVATIONS

Saturday
TEMPORARILY BY APPT ONLY DUE TO RENOVATIONS

Closed Sundays and All STAT Holidays

 

Contact Us

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