Tax Preparation and Bookkeeping Services

Whether you need assistance with your small business bookkeeping or advice on your personal taxes, we have the expertise you need to succeed.

What We Do

The Balancing Act Bookkeeping Services: Taxes & More in Vernon

Located in Vernon, The Balancing Act Bookkeeping Services is the Okanagan’s source for tax returns and bookkeeping, offering personalized attention to individuals and small businesses. We’re fully insured and have over 28 years of experience, so you can rely on us for your accounting needs.

More than Just a Number

As a smaller, family-run company, we provide individual attention to each of our clients, taking the time to get to know you and your unique financial needs. We offer competitive rates, and we’re open year-round for your convenience.

Professional Affiliations

vernon chamber of commerce

Our Services

We can handle an array of tax-related and bookkeeping needs:

  • Taxes
    • Individual and small business taxes
    • Investments
    • Employment expenses
    • Rental properties
    • Overseas tax credits
  • Bookkeeping
    • Payroll
    • Data entry
    • Filing GST/PST reports
    • Invoicing

Service Area

Vernon

Kelowna

Lumby

Edgewood

Nakusp

Salmon Arm

Armstrong

Enderby

Surrounding areas

Payroll, Bank Reconciliations, and More

Keeping your books balanced helps to eliminate mistakes and prevent fraud. At The Balancing Act, we recommend regular bank account reconciliation to ensure your financial records are error-free. We’ll compare your credit card and bank statements, checking for write-offs and preparing your reports.

A common concern for many small businesses is payroll. You want to take care of your employees by ensuring they’re paid correctly and on time. A mistake on your company’s payroll could also incur hefty costs to your business. Avoid costly payroll mistakes—talk to the bookkeepers at The Balancing Act.

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Big Decision?

Speak with our experienced advisors first to discuss the tax implications

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Tax Tips

Personalized recommendations from our seasoned tax professionals

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More than Just a Number

We treat you like an individual, addressing your unique financial needs

The Balancing Act Bookkeeping Services


3213 31 Ave

Vernon, BC V1T 2H2

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Phone

250-545-0750

Fax

250-545-0575

Email

thebalancingact@shaw.ca

Hours

Monday – Friday 9:00 AM – 5:00 PM
Closed Saturday, Sunday, and Statutory Holidays

Extended Hours at Tax Time (Mar – April)
Monday – Friday 9:00 AM – 5:30 PM
Saturday 10:00 AM – 2:00 PM

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