Business Details
Trusted Accounting and Tax Services in Williams Lake
PMT Chartered Professional Accountants is the Cariboo's largest independent firm of Chartered Professional Accountants, serving clients with over 40 staff members and decades of combined experience. Our team of local professionals understands the unique challenges faced by small business owners, offering tailored accounting solutions to support growth and success. We specialize in bookkeeping, payroll services, tax planning, and corporate reorganizations, with expertise extending to niche industries like agriculture and forestry. Our firm maintains three offices in British Columbia, providing accessible services to clients across Canada and internationally. We prioritize community impact by fostering client success and actively sponsoring local organizations.Our partners hold prestigious certifications including CPA, CGA, and CA designations, ensuring high standards of professional excellence. We adopt a team-based approach to connect clients with specialized advisors suited to their specific needs. Our commitment to transparency and ethical practices has established us as a trusted financial partner in the region. We serve diverse clients ranging from individuals to not-for-profits and private businesses. This dedication to personalized service and professional integrity forms the foundation of our ongoing relationships with clients throughout British Columbia and beyond.
Services
Bookkeeping
Tax Planning
Payroll Services
Corporate Tax Preparation
Trust and Estate Filing
Farm and Agriculture Accounting
Forestry Services
Non-Resident Property Disposition
Corporate Reorganizations
GST/PST Filing
Highlights and features
- We have decades of combined experience in accounting and tax services.
- Our local team understands small business challenges firsthand.
- We offer specialized expertise in agriculture, forestry, and corporate reorganizations.
- Three convenient office locations across British Columbia.
- We maintain active community involvement through local sponsorships.
Associations and certifications
- Chartered Professional Accountants (CPA)
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial strategies while maintaining compliance. We analyze current situations to identify savings opportunities and develop long-term tax-efficient structures. With CPAs and specialists on staff, we provide tailored advice for complex scenarios including corporate reorganizations and cross-border transactions.
Bookkeeping
We offer comprehensive bookkeeping solutions including payroll processing and GST/PST filing. Our experienced team ensures accurate financial records using modern accounting systems. This foundational service supports informed business decisions and prepares organizations for tax season with organized documentation.
Corporate Tax Preparation
Our corporate tax services cover return preparation, compliance, and strategic planning. We handle complex corporate structures and industry-specific requirements for businesses in various sectors. Our CPAs ensure accurate filings while identifying opportunities to minimize tax liabilities within legal frameworks.
Farm and Agriculture Accounting
Specialized accounting services for agricultural operations address unique financial needs including crop reporting and equipment depreciation. Our team understands industry-specific regulations and provides tailored financial management tools. We help farm businesses maintain compliance while optimizing profitability through strategic financial planning.
Non-Resident Property Disposition
We assist foreign property owners with Canadian tax obligations related to real estate sales. Our experts handle Section 116 compliance and withholding tax requirements. This specialized service ensures proper documentation and timely filings while maximizing tax efficiency for international clients.
People
Debbie Wiens
Partner | CPA, CGA
Debbie Wiens combines CPA and CGA designations with extensive experience in accounting and business advisory services. She focuses on delivering practical financial solutions to clients in the Cariboo region.
JoAnn Francis
Partner | CPA, CA
JoAnn Francis brings CA and CPA expertise to business advisory and tax planning services. Her experience supports clients in navigating complex financial challenges and growth opportunities.
Kathy McMillan
Partner | CPA
Kathy McMillan specializes in accounting solutions for local businesses, combining CPA expertise with deep regional market knowledge to deliver client-focused financial strategies.
Keith Greenhalgh
Partner | CPA, CA
Keith Greenhalgh offers comprehensive accounting and business advisory services, leveraging dual CPA and CA credentials to address diverse client needs across multiple industries.
Marlyse Harrison
Tax Planning Specialist | CPA, CA
Marlyse Harrison specializes in tax planning with dual CPA and CA qualifications. She develops strategic tax solutions for individuals and businesses based on extensive technical expertise.
Questions
What accounting services does PMT offer?
We provide bookkeeping, tax planning, corporate reorganizations, payroll services, and specialized accounting for agriculture and forestry industries.
Do you serve clients outside British Columbia?
Yes, while we have three BC offices, we serve clients across Canada and internationally through remote capabilities.
What tax services do you specialize in?
Our tax expertise includes personal and corporate tax planning, trust and estate preparation, and non-resident property disposition.
How does PMT support local communities?
We actively sponsor local organizations and events in the Cariboo region through our community involvement initiatives.
Can I access accounting specialists for niche industries?
Yes, our team includes specialists with expertise in agriculture, forestry, and complex corporate structures.
How do you handle multi-office client needs?
Our three BC locations ensure accessibility, while our team approach connects clients with the most qualified advisors regardless of location.