BOOK NOW FOR THIS TAX SEASON
OKANAGAN, BC
Welcome to
CJR Bookkeeping and Tax Services Inc.
We are a premier bookkeeping and income tax firm that started and established in Merritt, BC in January 1998 and now expanding and welcoming north Okanagan westside residents to our services. The North Westside is now home to owner Connie and her growing family. With a combined experience of over 50 years and our hands-on approach, we successfully guide you to your financial goals. What started as a small home-based business in March 1998 has grown into a company with several full-time and part-time staff. In 2023 we're celebrating our 25th anniversary in our first location in Merritt, BC, and we're so grateful for all our clients who supported us along the way. We look forward to serving the North Westside!
About
At CJR bookkeeping and tax services, we specialize in bookkeeping and income tax services, including personal and business tax returns. We listen, explain, and provide services in a clear and concise manner. Our goal is to help our clients grow and succeed, by providing accurate information. Making informed decisions is the foundation for supporting a viable and financially successful future. Our client base is broad, reaching many industries including Tourism and Accommodation, Bridge and Road Development, Forestry, Independent Contractors, Logging, Oil & Gas Sector, Professional Services, Ranches, Real Estate and Trades.
Business owners have to wear many different hats to run their business properly, and you work hard to be successful. It can be very challenging to get everything done and still have time to balance the books and keep track of all your expenses; you just can't afford to make mistakes when it comes to the finances of your business. At CJR Bookkeeping & Tax Services Inc. we understand that you need an accurate overview of your current financial situation, and our experienced staff is dedicated to the efficient and exact management of your business' finances. You can rest easy knowing that we take care of all accounting aspects for you and your business.
It is never too early to start preparing for significant life and business events, both predictable and unpredictable. The decisions you make today will affect your life tomorrow. With a thorough understanding of your financial situation and by working together, we can customize a plan that addresses your immediate needs as well as your financial goals for the future. Contact us today to talk about your financial goals! Our success is the success of the many clients who have taken advantage of and benefitted from our services.
Services
We are not just an outside company taking care of your bookkeeping; we play an intricate role in your daily operation, reporting, and overall functionality of your business as a whole. When you partner with us, you will benefit from a team who also shares your goals. We can take on as little or as much as you'd like! Our services will help you streamline so you can focus on what you do best - operating your business.
Bookkeeping
Our main role is to record all financial transactions including Accounts Receivable, Accounts Payable, and Manage Payroll. We also interpret reports and other data for clients. We create specific accounting to meet the individual needs of each client. These systems include:
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Establishing a chart of accounts
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Maintaining accounts by verifying allocating and posting transactions
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Balancing accounts by reconciling entries
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Preparing financial reports by collecting, analyzing and summarizing account information
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Complying with federal and provincial requirements, which includes enforcing adherence to requirements and filing remittances and reports
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Managing and Preparing Payroll
Income Tax
We pride ourselves in providing our clients with professional tax services at a very competitive rate. We are able to anticipate, understand, and respond to your unique needs.
Our clients are at ease when it comes to their returns, because we make the tax experience as painless as possible. We cover the full spectrum of tax services, including:
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Business Returns
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Capital Gains
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Employment Expenses
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Investments
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Personal T1 Tax Returns
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Rental Income
Downloads
We are pleased to provide a variety of downloadable documents for your use and information. Each sheet has been carefully curated over the years, but we make no claims of completeness. The documents are guidelines only and cannot replace professional services. Please don't hesitate to contact us with any questions or to book an appointment.
Click on the link name to download the PDF document listed below:
Testimonials
Employment Opportunities
We are looking for an Accounting Proffessional to join our Merritt team.
Community
At CJR Bookkeeping & Tax Services Inc. we love participating in community events and giving back to our wonderful community of Merritt, BC and the North Westside of Okanagan Lake, BC. Check out our photo gallery of events and fundraisers! We're especially proud to have been recognized as the Best Bookkeeper/Accountant of the 2019, 2020, and 2021 People's Choice Awards. It's been our pleasure and privilege to serve our community for over 20 years and we look forward to many more years. Connie Rauch has been elected in as treasurer, and has volunteered and been a valued integral member of the board of directors for the North Westside Communities Association for many years as executive treasurer.
2021
People's Choice
2020
People's Choice
2019
People's Choice
2019 to present
Elected NWCA Treasurer
Contact
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