Our Firm’s Story
With offices in both Nanaimo and White Rock, Sheppard Accounting and Tax Ltd. provides expert, full-service financial solutions with a distinctly personal touch. We combine top-tier technical expertise with a warm, welcoming environment where every client feels valued and confident in their financial future.
The Insider Advantage
Our firm is built on a rare and powerful foundation of experience. With over a decade spent in public accounting, paired with three years serving as a Tax Avoidance Auditor for the Canada Revenue Agency (CRA), our leadership brings an unparalleled, behind-the-scenes understanding of Canadian tax law. We leverage this unique dual perspective to protect your assets, ensure strict compliance, and confidently optimize your tax strategy from every angle.
Comprehensive Services
Whether you are an individual navigating a life change or a growing business, we handle the financial complexities so you can focus on what matters most.
Our core services
Personal & Corporate Tax
Accurate filing, compliance, and strategic optimization for individuals and businesses of all sizes.
Estate & Trust Filing
Careful, sensitive navigation of complex estate tax requirements and ongoing trust compliance.
Tax Planning & Consultation
Forward-looking, strategic advice designed to minimize liabilities and maximize long-term growth.
Professional Bookkeeping
Clear, consistent management of your daily financial ledgers to keep your cash flow transparent.
Modern Convenience Meets Uncompromising Security
Whether you visit us in person or work with us remotely across the Lower Mainland and Vancouver Island, we believe working with your accountant should be both seamless and safe. By utilizing state-of-the-art industry software like CCH iFirm and Taxprep, we offer an efficient, digital-forward client experience that brings maximum value and convenience right to your fingertips.
Because we take your data privacy incredibly seriously, your financial information is locked down. We employ multiple, rigorous layers of security across our hardware systems, enforce strict protocols on our client portal, and require multiple authentications to ensure your sensitive data remains absolutely protected.
