Business Details
15 Years
experience
Trusted Accounting Services in Nanaimo, BC
Phillips & Company & Company is an independent accounting firm dedicated to providing personalized, timely, and affordable accounting solutions. Established in 2011, we serve individuals and small to medium-sized businesses across central Vancouver Island and the Pacific Rim, with offices in Nanaimo and Port Alberni. Our team prioritizes understanding each client's unique financial goals to deliver customized tax strategies that maximize savings. With a focus on building long-term relationships, we offer comprehensive services including personal and corporate tax planning, estate tax returns, and strategic financial advice. Our professionals combine deep local knowledge with technical expertise to navigate Canadian tax complexities.We pride ourselves on transparency, affordability, and a client-first approach that emphasizes financial literacy and long-term success. Having expanded to a second location in 2013, we continue to grow while maintaining the personalized service that defines our practice. Our commitment extends beyond accounting, as demonstrated through community involvement and volunteer work. We believe in empowering clients through education, ensuring they retain more of their hard-earned money while achieving their financial objectives.
Services
Personal Taxes
Corporate Taxes
Tax Planning
Estate Tax Returns
Bookkeeping & Payroll
Details
- Year established: 2011
Highlights and features
- We offer personalized tax strategies tailored to individual client needs
- Our team combines 12+ years of local bookkeeping experience with CPA expertise
- We provide strategic tax planning for both immediate and long-term savings
- Our community involvement demonstrates commitment to client trust and transparency
- We deliver affordable accounting solutions without compromising technical excellence
Associations and certifications
- Chartered Professional Accountants
Services
Personal Taxes
Our personal tax services help individuals maximize refunds and minimize liabilities through expert analysis of income sources, deductions, and credits. We specialize in complex returns for self-employed individuals, rental property owners, and investors while ensuring compliance with Canadian tax regulations. Our team provides clear explanations of tax implications to help clients make informed financial decisions.
Corporate Taxes
We offer comprehensive corporate tax solutions including CRA compliance, bookkeeping, payroll processing, and strategic tax planning. Our services help businesses reduce tax burdens through incorporation strategies, income splitting, and trust establishment while maintaining accurate financial records. We work closely with clients to align tax strategies with business growth objectives.
Tax Planning
Our proactive tax planning identifies opportunities to reduce current and future tax liabilities through family trusts, holding companies, and retirement account optimization. We develop customized plans considering clients' complete financial profiles, including RRSPs, TFSAs, and estate planning needs while providing ongoing support for implementation and adjustments.
Estate Tax Returns
We assist executors with preparing final personal tax returns and estate tax filings, coordinating with legal professionals to ensure proper wealth transfer. Our services include analyzing tax implications of inherited assets, maximizing available exemptions, and providing guidance for beneficiaries to minimize tax exposure during estate settlement processes.
Bookkeeping & Payroll
Our bookkeeping and payroll services maintain accurate financial records while ensuring timely T4 and T5 reporting. We implement efficient systems for expense tracking, accounts payable/receivable management, and financial statement preparation. This foundational service supports informed business decisions and simplifies year-end tax processes for small to medium enterprises.
People
Grant Phillips
Founder & CPA
Grant Phillips & Company & Company, CPA, founded Phillips & Company & Company in 2011 after 12 years of bookkeeping experience. With expertise in tax optimization and financial strategy, he helps clients achieve long-term success through personalized solutions while actively contributing to community organizations.
Questions
What tax services do you offer for individuals?
We provide complete personal tax return preparation, strategic tax planning, and estate tax services tailored to individual financial situations and goals.
Do you work with small businesses?
Yes, we specialize in corporate tax returns, bookkeeping, payroll services, and strategic tax planning for small to medium-sized businesses.
What areas do you serve?
We serve clients in central Vancouver Island, including Nanaimo and Port Alberni, as well as the Pacific Rim region.
How can you help reduce tax liabilities?
We identify tax-saving opportunities through strategic planning, including incorporation, income splitting, trust structures, and optimal retirement account contributions.
What makes your firm different?
Our personalized approach combines technical expertise with community knowledge, focusing on long-term financial education and client empowerment through transparent, affordable services.
