Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.
As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*Bookkeeping (Monthly/Quarterly/Annual)
*Financial statement preparation/compilation
*Financial statement review
*Accounting system setup for new businesses
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. We can assist you in achieving your company's financial goals.
We prefer to take a proactive rather than a reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:
*Tax planning for individuals and corporations
*Tax return preparation for
- Individuals
- Corporations
- Estates and trusts
- Not-for-profit organizations
*Tax considerations in matrimonial settlements
*Tax effects of buying/selling a business
*Tax-effective retirement and estate planning
Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
We prepare the T3 returns required by CRA for estates and trusts.
Many of our clients are responsible for collecting and submitting sales taxes. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.
Canadian tax law includes a number of special rules that apply to immigrants and emigrants. We can advise those planning to establish or relinquish Canadian residency.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
*Mergers & acquisitions
*Asset protection
*Debt Management
*Business start-up or expansion
*Litigation support
*Cash flow forecasting
*Employee benefit plans
*Expert witness services
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping so that you can focus on what you do best - your business.
If you choose to take care of your accounting records on you own, our staff can help you ensure that your bookkeeping is as accurate and complete as possible. We have staff members available for "house calls" to help you set up your books and accounting software, and to work through any glitches you may encounter. Our staff can assist with computerized accounting packages such as Simply Accounting, Quickbooks, and Quicken.
We can prepare the financial statements for your business in the form required to meet your financial and regulatory needs. Financial statements are a useful tool in making financial decisions, and we can advise you on how to reach your financial goals. In addition, most organizations must file financial statements with tax authorities.
Whether you prepare your own financial statements, or we prepare them for you, we can review them to provide assurance that they meet professional financial statement standards and are accurate. Such a review may be required by your lenders, shareholders or other financial stakeholders.
Need to simplify your corporate structure? Need to reorganize to protect your hard-earned assets from attacks by creditors? Need to ensure you can access the $500,000 capital gains exemption? We can help you structure your business for these and other purposes.
SR&ED work undertaken by Canadian private companies is eligible for tax credits equaling up to 42 cents for every dollar spent. We can help you in getting the tax credits you are entitled to.