Business Details
Trusted Tax Professionals for Agricultural Businesses
For over five decades, our firm has specialized in delivering tailored accounting, tax, and advisory services to the agricultural and agri-business sector across western Canada. Our team of certified professionals collaborates with legal, human resource, and investment experts to provide comprehensive solutions for personal and corporate tax needs. We focus on farms and agri-businesses at every stage, from startup to succession planning, offering strategic guidance on incorporation, asset protection, and estate planning. Our commitment to the agriculture industry is reflected in our deep understanding of farm-specific tax rules, benefit programs like AgriStability and AgriInvest, and crop insurance.We prioritize building long-term relationships by combining technical expertise with a personalized approach, ensuring clients retain more profit for reinvestment and navigate complex tax regulations effectively. Our team approach and sector-specific knowledge distinguish us as trusted advisors dedicated to supporting the growth and sustainability of agricultural enterprises.
Services
Personal Tax Preparation
Corporate Tax Strategies
Estate Planning
AgriInvest Enrollment
Farm Succession Planning
Trust Implementation
GST Filing
Business Structure Advice
Highlights and features
- We specialize in agricultural tax planning with over 50 years of sector-specific experience.
- Our team collaborates with legal and investment professionals to provide holistic solutions.
- We offer personalized strategies for asset protection and estate planning.
- We assist with AgriStability, AgriInvest, and crop insurance program enrollment.
- Our CPA-certified professionals deliver tailored tax reduction strategies for farms.
Services
Personal Tax Preparation
We prepare personal tax returns for agricultural clients, ensuring compliance with federal and provincial regulations. Our team identifies deductions specific to farm operations, maximizing refunds while minimizing liabilities. Clients receive guidance on year-round tax planning to optimize financial outcomes.
Corporate Tax Strategies
Specialized corporate tax planning for agri-businesses, including incorporation advice and profit retention strategies. We implement tax-efficient structures for asset protection and intergenerational transfers. Services include GST filings and corporate tax slip preparation.
Estate Planning
Comprehensive estate planning services for farm families, including trust creation and probate minimization. We develop strategies to protect assets from excessive taxation during succession. Our team coordinates with legal professionals to ensure seamless business transitions.
AgriInvest Enrollment
Assistance with AgriStability and AgriInvest program enrollment for risk management. We guide clients through application processes and eligibility requirements. Our expertise ensures access to government-supported financial safety nets for agricultural operations.
Business Structure Advice
Consulting on optimal business structures for agricultural enterprises, including partnerships, corporations, and trusts. We analyze tax implications of share transfers and farmland transactions. Our advice supports long-term operational efficiency and tax advantages.
People
Kimberly Dufaj
CPA, CFP
Kimberly specializes in personal and corporate tax planning for agricultural clients. With CPA and CFP designations, she provides strategic financial advice tailored to farm operations and family-owned businesses.
Kayla Black
CPA, CA
Kayla focuses on tax compliance and advisory services for agri-businesses. Her expertise in corporate tax strategies and farm program enrollment supports clients in maximizing financial efficiency and regulatory compliance.
Patrick Doerksen
CPA, CA
Patrick offers specialized knowledge in estate planning and trust implementation for agricultural families. He helps clients navigate complex tax rules to protect assets and ensure smooth business succession.
Questions
What accounting services do you offer for farmers?
We provide tax preparation, AgriInvest enrollment, estate planning, and business structure advice tailored to agricultural operations.
Do you specialize in agri-business tax planning?
Yes, we focus exclusively on tax strategies for farms and agri-businesses, including asset protection and intergenerational transfers.
How can you help with farm succession planning?
We develop estate plans using trusts and Qualified Farm Property strategies to minimize taxes during business transitions.
What are your office hours?
Our Headingley office is open Monday to Friday from 8:30 AM to 5:00 PM.
Do you work with other professionals for client support?
Yes, we collaborate with tax lawyers and investment experts to provide comprehensive solutions for agricultural clients.
