Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Edmonton, AB
R F Baumgartner Pro is a well-established Chartered Professional Accounting firm serving small and medium-sized businesses in Edmonton and surrounding areas. Founded in 1975, our team of experienced professionals combines decades of expertise with cutting-edge technology to deliver accurate, timely accounting and management services. We specialize in bookkeeping, tax preparation, financial statement compilation, and business consulting, adhering strictly to CPA Canada standards and maintaining all client information as strictly confidential.Our commitment to excellence is demonstrated through personalized service, adherence to professional conduct rules, and strategic partnerships with OpenBook Accounting LLP and James Liska CPA to enhance service delivery. With over 50 years of combined experience, including Rick Baumgartner's 50-year career in public practice, we provide tailored solutions that address both business and personal financial needs while maintaining membership in professional organizations like CPA Alberta and the Efile Association of Canada.
Services
Accounting & Bookkeeping
Tax Services
Business Consulting
Financial Statements
Payroll Services
Details
- Year established: 1975
Highlights and features
- 50 years of combined experience in public practice accounting
- Strategic partnerships with OpenBook Accounting LLP and James Liska CPA
- Free initial consultation to discuss financial goals
- Commitment to client confidentiality and professional conduct
- Utilization of up-to-date technology for real-time financial reporting
Associations and certifications
- CPA Alberta
- Efile Association of Canada
- Chartered Professional Accountants of Canada
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services including monthly/quarterly financial reporting, payroll processing, and GST return preparation. Our CPA-certified team ensures accurate record-keeping and compliance with Canadian accounting standards while delivering real-time financial insights to support business decision-making. Services follow CPA Canada compilation engagement standards for maximum reliability.
Tax Services
Our tax specialists handle all aspects of Canadian tax filings including corporate year-ends, personal returns, and estate tax documentation. We specialize in resolving CRA audits, filing tax adjustments, and maximizing eligible deductions while ensuring electronic submission through the Efile Association for guaranteed delivery. Our expertise covers complex T3 Trust Returns and GST/HST filings for businesses.
Business Consulting
We offer tailored business consulting services to uncover growth opportunities and address operational challenges. Our CPA professionals provide expert guidance on financial planning, regulatory compliance, and technology integration while maintaining strict confidentiality. When specialized expertise is required, we leverage our network of professionals to deliver comprehensive solutions for Edmonton-area businesses.
Financial Statements
We prepare CPA-standard financial statements through compilation engagements that meet lender and regulatory requirements. Our services include balance sheet analysis, income statement preparation, and cash flow projections using modern accounting software. All reports adhere to CPA Canada standards and are delivered with professional insights to support business planning and decision-making.
Payroll Services
Our payroll specialists manage complete payroll processing including tax remittances, T4 preparation, and year-end reporting. We ensure compliance with Canadian payroll regulations while integrating services with your accounting systems for seamless financial management. Clients receive timely, accurate payroll processing with expert support for any CRA-related payroll inquiries.
People
Rick Baumgartner
Owner & CPA, CGA
Rick Baumgartner has practiced as a professional accountant for 50 years in Alberta. A CPA member in good standing with Alberta and British Columbia associations, he volunteers with diabetes support organizations and maintains professional insurance and risk management practices.
Scott Ellis
CPA
Scott Ellis provides accounting expertise as a sub-contractor, bringing specialized knowledge of public practice experience. He collaborates with Baumgartner & Company to deliver enhanced services to corporate clients through their professional association with OpenBook Accounting LLP.
James Liska
CPA, CGA
James Liska contributes accounting expertise as a sub-contractor, sharing office space and resources with Baumgartner & Company. His professional collaboration enables expanded service capacity for both existing and new clients through shared knowledge and technical resources.
Denis
Office Manager
Denis manages daily office operations, coordinating administrative functions and client communications. His organizational expertise ensures smooth workflow and efficient service delivery for all accounting and bookkeeping clients.
Oksana
Accounting Technician
Oksana provides technical accounting support with expertise in bookkeeping systems and financial documentation. She assists with payroll processing, tax preparation, and financial statement compilation while maintaining strict client confidentiality standards.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and tax compliance services tailored to Edmonton's small businesses, following CPA Canada standards.
Do you handle personal tax filings?
Yes, we prepare personal tax returns, handle CRA audits, and file adjustments for prior years while maximizing available tax credits and deductions.
How are your fees structured?
Fees are based on time and complexity of work required. The initial consultation is free, with payment due upon delivery of completed services.
What payment methods do you accept?
We accept eTransfer, Interac Debit, Visa, MasterCard, American Express, cash, cheque, and money order for all accounting services.
Are you affiliated with other accounting firms?
We collaborate with OpenBook Accounting LLP and James Liska CPA through shared resources while maintaining our independent professional practice.
How do you ensure client confidentiality?
We follow CPA Alberta's Rules of Professional Conduct and maintain strict confidentiality protocols for all client information and financial records.
