Financial Statements
- Compilation of financial records into yearend financial statements
- Conversations and comparison of your records to accepted accounting policies, conversation about accounting framework you use and what adjustments needed by me.
- Tax planning considerations, including corporate tax return.
- Meeting to review all including past information, current challenges and future plans/direction.
Business Advisory
- Advice and assistance for clients contemplating a purchase, sale or set up of business.
- Strategic long term plans, including taxation, asset acquisition, succession planning etc
- Conversations regarding incorporation, shareholder agreements, leases, etc
- Communications with lawyers, bankers, investment managers, etc
Corporate, Estate and Personal Tax
- Tax preparation services for corporations, estates/trusts and individuals
- Corporate returns may include associated companies, change of control, active or passive income
- Estate returns include testamentary trusts (time between someone’s passing and distribution to beneficiaries) or inter vivos (created by anyone else during their lifetime)
- Personal returns include self-employed, rental properties, employment expenses, investment and property transactions
Bookkeeping and Software Support
- Design and set up your bookkeeping systems, including software setup; to minimize work done but maximize accuracy and valuable information
- We work with your bookkeeper/staff to provide training where needed and improve systems
- Help you navigate government compliance requirements; including payroll, HST, interprovincial, etc.
Financial Statements
- Compilation of financial records into yearend financial statements
- Conversations and comparison of your records to accepted accounting policies, conversation about accounting framework you use and what adjustments needed by me.
- Tax planning considerations, including corporate tax return.
- Meeting to review all including past information, current challenges and future plans/direction.
Business Advisory
- Advice and assistance for clients contemplating a purchase, sale or set up of business.
- Strategic long term plans, including taxation, asset acquisition, succession planning etc
- Conversations regarding incorporation, shareholder agreements, leases, etc
- Communications with lawyers, bankers, investment managers, etc
Corporate, Estate and Personal Tax
- Tax preparation services for corporations, estates/trusts and individuals
- Corporate returns may include associated companies, change of control, active or passive income
- Estate returns include testamentary trusts (time between someone’s passing and distribution to beneficiaries) or inter vivos (created by anyone else during their lifetime)
- Personal returns include self-employed, rental properties, employment expenses, investment and property transactions
Bookkeeping and Software Support
- Design and set up your bookkeeping systems, including software setup; to minimize work done but maximize accuracy and valuable information
- We work with your bookkeeper/staff to provide training where needed and improve systems
- Help you navigate government compliance requirements; including payroll, HST, interprovincial, etc.
