Business Details
50+ Years
experience
Professional Accounting Services in Port Alberni
R Anderson & Associates is committed to delivering the highest standards of accounting, tax, and advisory services to clients across Central Vancouver Island. Our approach combines personalized attention with deep expertise in audit, taxation, estate planning, and business advisory services, tailored to meet the unique needs of individuals, small businesses, and non-profit organizations. With a legacy dating back to 1939, we prioritize understanding our clients' goals to design practical solutions that enhance financial clarity and operational efficiency.Our team of professionals works collaboratively to ensure compliance, minimize tax liabilities, and provide strategic guidance for long-term success. Rooted in the Alberni Valley, we are dedicated to fostering community growth through active involvement in local organizations and initiatives.
Services
Audit & Assurance
Taxation Services
Estate Planning
Financial Statements
Bookkeeping
Details
- Year established: 1939
Highlights and features
- We offer 85+ years of combined experience in accounting and tax advisory.
- Our team provides tailored strategies for tax efficiency and estate planning.
- We specialize in audit assurance for non-profits and public sector organizations.
- Our local expertise serves businesses from Port Alberni to Tofino and Qualicum.
- We prioritize transparent communication and proactive financial guidance.
Associations and certifications
- CPA (Chartered Professional Accountants)
Services
Audit & Assurance
Our audit services focus on non-profit organizations and public sector entities, ensuring compliance with auditing standards. We analyze financial records with professional skepticism to verify accuracy and provide recommendations for improving internal controls and operational efficiency. Clients benefit from tailored assurance solutions that enhance transparency and regulatory compliance.
Taxation Services
We offer comprehensive tax planning and compliance for individuals and businesses, including Canadian and U.S. tax returns. Our team stays updated on legislative changes to identify opportunities for minimizing liabilities while ensuring adherence to CRA regulations. Services include audit support and strategic tax-saving advice for personal and corporate clients.
Estate Planning
Our estate planning services help clients create strategies to transfer assets efficiently and reduce tax burdens. We assist with wills, trusts, and liquidity planning to ensure smooth transitions for families and businesses. Customized solutions address probate avoidance and charitable giving while aligning with long-term financial goals.
Bookkeeping
We provide end-to-end bookkeeping services, including payroll, GST reporting, and financial statement preparation. Our team ensures accurate records to support informed business decisions, offering monthly, quarterly, or annual reporting tailored to client needs. Services are designed to save time and improve financial clarity for growing businesses.
Small Business Financial Statements
We prepare audited, reviewed, and compiled financial statements to meet regulatory and stakeholder requirements. Our services cater to small businesses needing reliable reporting for shareholders, lenders, or government agencies. We emphasize timely, accurate insights to support strategic decision-making and operational growth.
People
Robert Anderson
Managing Partner
CPA with expertise in audit, taxation, and business advisory for non-profits and public sector clients. Active in community organizations, including Alberni Valley Hospice Society and Port Alberni Junior Hockey Society.
Linda Kuhr
Chief Operating Officer
Brings operational efficiency and client-focused leadership, with experience in retail, manufacturing, and entertainment industries. Joined the firm in 2015 to enhance service delivery and client satisfaction.
Mackenzie Wutke
Senior Manager
CPA specializing in corporate audits and tax services. Graduated from Vancouver Island University and actively contributes to not-for-profit and business client advisory services while pursuing advanced certifications.
Vern Weiss
Small Business Manager
30+ years of experience serving owner-managed businesses, providing accounting and tax solutions for unincorporated entities and non-profits. Known for client-centric service and local business expertise.
Tracey Anderson
Financial Planner
Certified financial planner with 25+ years of experience, focusing on integrated wealth management strategies. Holds PFPR and FMA designations, balancing client goals with long-term financial security.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, tax compliance, and advisory services tailored to small businesses, ensuring accurate reporting and strategic financial guidance.
Do you specialize in non-profit audits?
Yes, we focus on audits for non-profits and public sector organizations, ensuring compliance with standards and improving internal controls.
How can you help with estate tax planning?
We create customized strategies to minimize estate taxes, including wills, trusts, and liquidity planning for seamless asset transitions.
What areas do you serve?
We serve Port Alberni, Parksville, Ucluelet, Qualicum, and Tofino, with a focus on Central Vancouver Island communities.
Are you available for U.S. tax compliance?
Yes, we handle U.S. personal and corporate tax returns, including cross-border compliance and audit support.
