Phillet & McLennan Chartered Accountants
DEPENDABLE FINANCIAL SOLUTIONS FOR ALBERTA ENTERPRISES
Our Professional Services
We combine decades of corporate tax planning, bookkeeping expertise, and audit representation experience to support your business at every stage.
15+Years of Experience
500+Businesses Served
100%CRA Compliant
4Core Services
Services
Accurate Accounting. Confident Growth.
We provide dependable, customized financial solutions designed to support your business at every stage—helping you grow with clarity, integrity, and peace of mind.
Financial Statements
Accurate and compliant financial reporting tailored to your business needs. We prepare detailed statements to help you understand and grow your business with complete compliance.
Corporate Income Tax
Efficient corporate tax filing to meet compliance and reduce liabilities. We ensure your business meets all federal and provincial tax obligations seamlessly.
Personal Income Tax
Personalized tax preparation for professionals, entrepreneurs, and families. Maximize deductions while staying fully compliant with all Canadian tax regulations.
Bookkeeping
Reliable day-to-day tracking of all financial transactions to keep your business operating cleanly and support informed decision-making.
How it works
Easy Step Process
Our streamlined approach ensures you get expert financial services in just a few simple steps—quick, clear, and stress-free.
01
Consultation
We begin with a personalized session to understand your needs and financial goals.
02
Service Process
Our team handles the details, delivering accurate and timely financial solutions.
03
Delivery
Receive your finalized reports or filings, ready for review and immediate use.
FAQ
Frequently Asked Questions
What documents do I need for my corporate tax return?
Typically, you will need your year-end trial balance, general ledger, bank and credit card statements, and detailed receipts for business expenses. Our team provides an easy onboarding checklist to help you collect these efficiently.
How often should my bookkeeping be updated?
We highly recommend monthly updates. Routine ledger updates provide timely financial statements, ensure payroll and GST deductions are correct, and eliminate year-end stress.
Can you represent my business during a CRA audit?
Yes. Our taxation practice is led by professionals with direct CRA experience. We handle all communications, review files for compliance, and represent your interests to secure a fair resolution.
Ready to Optimize Your Business Finances?
Speak with the experienced Chartered Professional Accountants at Phillet & McLennan. Let us handle your corporate tax compliance, monthly books, and strategic planning.