We Offer Tax Services, Estate and Trust Tax Preparation and More
Serving the Thompson-Okanagan area, Stone Hazell & Company offers reliable tax services to meet your needs. We take a proactive (as opposed to reactive) approach to tax services, and keep current on new tax laws and legislation. Learn more on this page, or contact us today to get started.
Tax Services
Our firm is in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:
- Tax planning for individuals and corporations
- Return preparation for individuals, corporations, estates and trusts and not-for-profit organizations
- Provincial and federal commodity tax planning and compliance
- Tax considerations in matrimonial settlements
- Tax effects of buying/selling a business
- Tax effective retirement and estate planning
Estate and Trust Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Tax Planning and Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.
Federal and Provincial Sales Tax
Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.