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
