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Why Do I Need a
What a CA can do for you:
A Chartered Accountant is knowledgable in a vast array of financial needs and services. Their education and certification places them in a position to help you with many financial, and statutory requirements. Check the list below for a sampling of the main services we provide. If you don't find the information you are looking for here, please give us a call at one of our two offices, or Email us.

We would be happy to help you!

Palmer Leslie SERVICES Overview

For Business Owners:
• Filing Business Tax Returns
• Filing Personal Tax Returns
• Day-to-Day Bookkeeping
• 'Go to Assist' Remote Assistance
• GST & PST Filing
• Employee Payroll & T4s
• Cash Flow & Budgeting
• Buying or Selling a Business
• Annual Financial Statements
• Business Analysis
small business owners
For Non-Profit Organizations:
• Annual Financial Statements
• Day-to-day Bookkeeping
• Annual government Filings

For Employees:
• Personal Income Tax Filing
• Assistance with ways to save tax

For Investors:
• Investment Tracking
• Tax Advice

For Executors & Trustees:
• Estate & Trust Tax Filings
• Final Returns for Deceased persons
retired couple sitting lakeside
For Retirees:
• Cash Flow Planning
• Investment Planning
• Estate Planning

working and playing in Cowichan Valley BC
At Palmer Leslie...
We can help you put the financial pieces of your busy life together, so you can focus on putting the other important pieces of your life together, like your business, your family and your FUN!

If you don’t find the information you
are looking for here, please
Contact Us.

We would be happy to help you!

At Palmer Leslie your NEEDS determine our SERVICES

Our clients are YOU, and you are anyone who needs accounting services. We have services to meet the needs of individuals and businesses. At Palmer Leslie, we are happy to help you make the smart moves that will pull the financial pieces of your life together, whether it is for growing your business or creating a better lifestyle for you and your family.

for business owners
As a business owner, you are already aware that with the freedom of a self-employed lifestyle comes hard work and dedication. Knowing you have someone you can trust to take care of the important financials is vital. Having an accountant on your team to take the pressure off so you can focus on building your empire, just makes sense. At Palmer Leslie, regardless of how large or small your businesss is, or the level of financial statement you require, we can provide you with the following services:

• Complete your annual Financial Statements: Compilation Reports, Review Engagements, Audits
• Prepare and file your tax return each year
• Determine the best way to record your business transactions
• Record day-to-day Bookkeeping
• Assist you with your own bookkeeping problems onsite using our “Go To Assist” log on software
• Calculate and report your GST and PST collections
• Do payroll calculations and report monthly and annually for T4’s
• Help you start a new business or plan your expansion for an existing business
• Set up Cash Fow and Budget to obtain financing for your new business venture
• Retire or sell your business

At Palmer Leslie, we can change as your financial needs change...

for non-profit organizations
If you are a non-profit organization, Palmer Leslie can assist you with:

• Preparing your Financial Statements: Compilation Reports, Review Engagements and Audits
• Assistance with Policies & Procedures for better record keeping
• Attending Annual General Meeting to present your financial reports
• Assisting with filing all of the necessary Government Reports

for Employees
As an Employee, you have a T4 and various other slips such as RRSP contributions and investment income. You may also have employment expenses that could be deducted from your employment income. You want to be sure you are getting all the deductions that you are eligible for. No one wants to pay more tax than they have to! At Palmer Leslie, we can assist you with:

• Filing your Personal Tax Return every year
• Year-round advice
• Claimable expenses including employment costs
• Transferable expenses for family members
• Limits you may face
• Claimable tax credits

for investors
If you are an investor with investment and/or rental income, the accountants at Palmer Leslie can determine:

• How to track and report investments and income on your personal tax return
• Deductions you are entitled to
• Expenses or Costs associated with your Investment Income
• Calculation of tax cost of your investments

for executor/executrix & trustees
If you are an executor/executrix of an estate or the trustee of a trust, Palmer Leslie can assist you with:

• Final returns for a deceased person
• Correspondence with lawyers and beneficiaries on your behalf
• Filing Estate Returns, Elections and Reports with the tax department

for retirees
You have worked for years and now are looking forward to enjoying your retirement years. At Palmer Leslie, our accountants will assist you with:

• Retiring with the maximum income possible
• Ensuring you get the maximum cash flow from your savings, investments and pension plans
• Estate Planning

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