KOELLNER

TAX & ACCOUNTING SERVICES

A trusted partner in the long-term success of small and medium businesses within Northumberland County and Central Ontario.

ABOUT IAN KOELLNER

With more than 20 years of experience in providing accounting and tax services, Ian has become a trusted partner to his clients.

He frequently works with businesses as they encounter growth and other business challenges, while working with them to achieve their long-term strategic goals while integrating and considering the tax impacts as clients achieve their long-term success. During his two plus decades of experience, of working with small and medium sized businesses, he has helped his clients achieve their long-term goals including the transition of their companies to the next generation.

Prior to the creation of his firm in 2023, Ian worked for over 10 years at a regional accounting firm in Belleville that focused on small to medium sized businesses. Ian also worked at a National accounting firm in Cobourg, and was a partner in the office for over 5 years where the office focused on tax services to small and medium sized businesses.

TAX & ACCOUNTING SERVICES

A trusted partner in the long-term success of small and medium businesses within Northumberland County and Central Ontario.

Financial Reporting

Preparation of financial statements under either Compilation or Review Engagement Standards.

Tax Compliance

Preparation of personal and corporate income tax returns, T4, T5 and/or HST returns.

Integrated Personal & Corporate Tax Planning

Personal income planning integrated with your corporation, to provide the most efficient tax result both personally and corporately.

Tax Consultations for Long-Range Planning

Long-range personal, corporate and estate tax planning.