Business Details
Trusted Calgary Accountants for Tax Planning & Business Accounting
Lacey Wells CPA has been dedicated to providing exceptional accounting and tax services for 14 years, combining expertise with a passion for helping clients navigate complex financial landscapes. Our team specializes in tax planning, bookkeeping, and CRA representation, ensuring clients benefit from the latest tax laws and strategies to maximize savings. With a focus on personalized service, we offer fixed accounting fees, quick turnaround times, and a free no-obligation consultation to align our solutions with your business goals.Our board-certified accountants stay current with industry regulations through continuous education, providing reliable guidance for company structure, SRED claims, and retirement planning. By prioritizing transparency and client communication, we empower individuals and businesses to take control of their finances while maintaining compliance. Our commitment to excellence has earned trust among Calgary-based clients seeking expert financial management tailored to their unique needs.
Services
Tax Planning
Bookkeeping
Company Structure Advisory
CRA Representation
SRED Claims
Retirement Planning
Salary Level Advising
WCB Filing
Tax ID Assistance
Tax Return Preparation
Highlights and features
- 14 years of dedicated accounting and tax expertise
- Free no-obligation consultation for tailored solutions
- Fixed accounting fees agreed in advance
- Personal account manager for consistent service
- Specialist CRA representation and audit support
Associations and certifications
- CPA
- CA
- CPA (USA)
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial strategies to minimize liabilities. We analyze current situations, apply updated tax laws, and create actionable plans to maximize savings while ensuring compliance. Clients benefit from personalized advice tailored to their specific goals.
CRA Representation
We provide expert representation during CRA audits and disputes. Our team handles communication, prepares documentation, and advocates for fair outcomes. With 14 years of experience, we protect clients' interests while resolving tax-related challenges efficiently and professionally.
Bookkeeping
Our bookkeeping services ensure accurate financial tracking and reporting. We implement systems for managing transactions, generating statements, and maintaining compliance. Clients receive organized records that support informed decision-making and smooth year-end tax processing.
Company Structure Advisory
We advise on optimal business structures for new ventures, considering tax implications and growth goals. Services include entity selection, registration assistance, and financial planning to establish strong foundations for long-term success and compliance.
SRED Claims
We help businesses claim Scientific Research and Experimental Development (SRED) tax credits. Our process includes eligibility assessment, documentation preparation, and submission support to maximize returns from qualifying R&D activities.
People
Lacey Wells
CPA, CA, CPA (USA)
With 14 years of experience, Lacey Wells specializes in tax planning and accounting, helping clients save through strategic financial solutions while maintaining compliance with evolving regulations.
Questions
What accounting services do you offer?
We provide tax planning, bookkeeping, CRA representation, company structure advisory, SRED claims, and personalized financial strategies for individuals and businesses.
Do you offer fixed-fee accounting?
Yes, we agree on fixed fees in advance with no hidden costs, ensuring transparency for all our accounting and tax services.
How can you help with tax savings?
Our team leverages current tax laws and strategies to maximize savings in personal and business returns while maintaining compliance.
What experience do you have with CRA audits?
With 14 years of experience, we specialize in CRA representation and audit support to protect your interests during tax disputes.
Can you assist with business startup accounting?
Yes, we help new businesses with tax ID applications, structure planning, and financial forecasting to establish strong foundations.
