Phillips

At Phillips and Company, we believe in empowering individuals and businesses to achieve financial success through personalized and accessible accounting services. With offices in Nanaimo and Port Alberni, we proudly serve clients throughout central Vancouver Island and the Pacific Rim.

Our Mission

Our mission is to minimize your taxes so you can keep more of your hard-earned money and focus on what you do best. We achieve this by leveraging our expertise in personal and corporate taxes, tax planning, and estate planning to develop customized solutions that meet your unique needs.

Our Expertise

We offer a comprehensive range of accounting services, including:

Personal Taxes

• Make sense of your personal tax return with personalized guidance and support.
• Maximize deductions and credits to reduce your tax burden.
• File your return accurately and efficiently to avoid penalties.

Corporate Taxes

• Get expert strategic advice on corporate tax planning and compliance.
• Minimize your tax liability through income splitting, depreciation strategies, and other measures.
• Optimize your financial performance for sustainable growth.

Tax Planning

• Develop personalized tax planning strategies to save money now and in the future.
• Identify potential tax savings through income generation, expense reduction, and asset management.
• Create a comprehensive financial roadmap to achieve your short-term and long-term goals.

Estate Planning

• Ensure that your wealth is retained for future beneficiaries with comprehensive estate tax planning.
• Review your situation regularly to ensure your estate plan remains effective.

Our commitment

Our team of experienced professionals is dedicated to providing exceptional client service. We are known for:

• Accessibility: We make ourselves easily available to answer your questions and address your concerns.
• Transparency: We provide clear and concise explanations of your tax situation and options.
• Professionalism: We adhere to the highest ethical standards and confidentiality.

Join us on the path to financial success!

Contact us today for a free consultation and let us help you achieve your financial goals.