Choose Experts Strategic Tax Planner in Nanaimo, Penticton & Calgary | K.D. Beausoleil

Additional Services – Tax Consultant

The Art of Tax

We provide a wide range of services for individuals and for businesses of all sizes. Our services are logical, strategic, and tailored to accommodate your needs, whether you need a customized solution or a second opinion on a tax matter.

Minimize, defer, or even eliminate taxes with a tax plan customized to your needs. Our knowledge of all applicable taxation rules and legislation allows us to reduce personal, family, and corporate tax burdens while maximizing benefits. 

Ensure the long-term success of your business by developing a robust succession plan. Determining the leadership structure of your company today is essential in helping it run smoothly for generations to come.

We offer bookkeeping to existing corporate clients, providing accurate information, a timely turnaround, helpful advice, and detailed financial reports. Services include data entry, account reconciliations, GST preparation and reporting, payroll, T4, T5, and T5018 slips and summaries, and WCB preparation.

We can help resolve personal and corporate tax conflicts, assisting in completing filings in arrears and in negotiating with CRA on your behalf.

We provide corporate and personal consultation, covering topics such as retirement strategies, the breakdown of business and marital partnerships, buying or selling a business, joint ventures, CRA audits, and trust and estate planning.

Case Study

Service Rendered: Tax Conflict Resolution

“When my wife and I moved to Nanaimo to start a new business I knew we needed an accountant. I found Kevin to be personable and knowledgeable. He told me he doesn’t nickel and dime for phone calls or emails. He only charges if he has to dig a little deeper and do some research, but he will tell me upfront about it. During the year I contacted Kevin about business questions. True to his word, I was never billed for those phone calls and emails. At tax time all my bookkeeping and tax work were completed. I would definitely refer KDB to anyone needing their services.”

—Andrew D.

“My wife and I planned to leave our excavation company to our kids. Kevin informed us there was a way to do so without any tax consequences, but if we gifted the company to them then we would be subject to double taxation from CRA. Kevin put together a succession plan: our kids will become owners in the business, my wife and I got the $1.5m that the company was worth, and we stayed compliant with CRA. Kevin handled all the technical details and dealt directly with our lawyer. I sleep well now knowing everything we worked for can be passed to our kids.”

—Jason and Linda H.

“KDB has a knack for fixing tax problems. I had six years of tax returns to complete and had CRA calling me regularly. It was incredibly stressful. When I engaged the services of K. D. Beausoleil, I was told to let CRA know to contact them should they phone me again. They handled everything for me. My taxes were completed in a timely, professional manner that didn’t break the bank. And more importantly, at least for my peace of mind, I never received another phone call from CRA.”

—Danielle G.

“When I met with Kevin about 8 years ago I needed him to review my corporate structure as I had a few different types of businesses operating under the same corporate umbrella. After reviewing my corporate profile Kevin came up with a tax plan that involved a corporate reorganization that allowed me to sell off the different businesses I didn’t want, keep the ones I did want, and take advantage of the lifetime capital gains exemption and not pay any tax on the sale of the businesses I didn’t want anymore.”

—Lindsay L.

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See what we can do for you and your business. Call us today to schedule your free consultation in person or online.

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