| We are experienced in providing accounting and bookkeeping services. These include recording and processing daily transactions, preparing and filing Government forms and remittances, and preparation of monthly, quarterly and annual financial statements. |
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| In order to assist our clients in complying with Government, Bank, Shareholder, and Regulatory Body requirements, we provide assurance services such as Auditing and Reviews of financial statements, Real Estate Trust Account(s) Auditing (Form 1) and Lawyer's Trust Account(s) (Form 47) Auditing. In addition, we also provide services related to the preparation of Offering Memorandums and Prospectuses as well as assisting in due diligence procedures. |
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| We also provide business valuation services which may become necessary as a result of the contemplation of sale of the business, personal tax planning, corporate and partnership reorganizations and restructuring, and obtaining financing from lenders. |
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| In order to assist our clients in the transfer of assets and to minimize taxes payable, we provide estate and trust planning advice by way of preparation of Estate plans, Estate Freezes, and the setting up of Intervivos Testamentary Trusts. |
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| We work with our clients in the negotiations and preparations of employment contracts in order to maximize the benefit to the employee and in order to minimize and defer income taxes. |
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| We assist our clients in making prudent business decisions as a result of our many years of experience as professional accountants. We also advise our clients in the management of their finances and businesses by assisting in the preparation of business plans and financial forecasts, assessing and implementing internal controls, assessing and determining appropriate financing plans. |
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| To assist our clients we assist in personal financial planning, taxation and Estate planning, tracking of personal investment portfolios. |
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We perform personal, trust and corporate taxation services. These services include preparing, filing and consultation regarding:
Personal and corporate taxation returns
Personal and corporate tax advice
GST information returns and related issues
Trust taxation returns
Charity Information returns
Non-resident taxation
- Rental properties
- Offshore income reporting
- Tax reporting - NR4, NR6
Estate Planning and Reorganizations
Disputes and appeals with Canada Customs and Revenue Agency (formerly Revenue Canada) based on adverse assessments or other issues
T4s and T5s
Estate and Final Taxation returns
Utilization of Capital Gains exemptions
Transfers of assets from individuals to businesses (Section 85)
Scientific Research and Development tax credits |
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