Services.

WHAT WE DO.

Choosing us means choosing a chartered professional accounting firm that has many staff years of “small business experience”; that has developed other accounting related, legal, tax law and financial resource contacts; that is committed to being a positive contributor to any “team” established by a client; that stays current with changes related to our industry.

CORPORATE ACCOUNT SERVICES.

We service a wide range of clients, including but not limited to, professionals, retail, wholesale, service, manufacturing, construction and technology businesses. Our corporate accounting and business services include, but are not limited to:

  • Financial statement preparation – Review Engagements
  • Financial statement preparation – Notice to Reader (compilation) Engagements
  • Corporate tax return preparation
  • Partnership tax return preparation
  • Trust return preparation – Inter-vivos and Testamentary
  • Corporate and personal tax planning
  • Owner-manager consulting and planning
  • Corporate restructuring planning – in co-ordination with tax law professionals
  • Estate planning – in co-ordination with tax law professionals
  • T4 and T5 Summary and Supplementary preparation
  • SRED claims
  • Budgeting and cash flow projections
  • Accounting software recommendations, implementation and training
  • Bookkeeping for small business clients

ACCOUNTING FOR INDIVIDUALS.

We help our individual accounting clients with, but not limited to, the following services:

  • Personal tax return preparation
  • Terminal tax return preparation and applying for Clearance Certificates
  • Personal tax planning
  • Retirement planning
  • Self-employment income tax reporting, related services and planning
  • Reporting of investment portfolio transactions
OUR TEAM
BACK TO HOME