We always strive to provide a personalized service by getting to know our clients, so that we can understand their individual needs. We always accommodate and enjoy meeting with new clients to assist with filings, tax planning and meeting deadlines. We are happy to meet with you, even during our busiest time of the year.
By understanding our client’s goals, we can provide the best service possible to ensure a great working relationship.
We stay current through annual professional development courses, to provide our clients with up-to-date information related to the Canada Revenue Agency requirements, and Canadian tax standards for individuals, small businesses, and corporations. Our knowledgeable team is able to help you minimize tax liabilities through ensuring you are taking advantage of all allowable deductions, and applying appropriate tax planning strategies.
With our knowledge and in-depth understanding of tax, we can advise you on a range of areas including new business formation, general accounting advice, tax planning, and working with the CRA.
We offer a wide range of financial services for businesses and individuals, including;
Tax Planning
Strategic advice to reduce tax liability and plan for future growth.
We provide tailored tax planning strategies for individuals, businesses, corporations, and shareholders. Our team works to identify opportunities, minimize tax liabilities and ensure compliance with CRA requirements.
Bookkeeping
Organized records that keep your business running smoothly and simplify tax preparation.
We offer bookkeeping services on a monthly, quarterly and annual basis allowing you to focus on managing, and growing your business, while we handle the financial record‑keeping. Our staff is well versed in both QuickBooks and Sage and can help with getting your records up-to-date and keeping current.
HST Preparation and Filing
Expert guidance to ensure your business meets all sales tax requirements.
Our firm provides complete support with HST compliance. We can prepare your HST return from your existing records or from the bookkeeping records maintained by our office. We will ensure your HST returns are accurately prepared and filed with the CRA. In addition, our firm can offer assistance to clients with CRA inquiries or reviews related to HST.
Payroll, Source Deductions and T4/T5 Preparation
Reliable payroll management, including preparation of T4 and T5 slips for employees and shareholders.
We provide our clients with a wide range of payroll services including payroll processing, source deduction calculations, ROE’s, T4 and T5 preparation. We also offer clients assistance with CRA inquiries and reviews by providing expert guidance, preparing payroll records, and handling document submissions.
We are well versed in the rules surrounding shareholder/employee loans and benefits and can help to provide guidance in this area.
Personal Tax
Accurate and customized preparation for personal tax returns, including rentals, investments, and self-employment income.
We are able to assist with your personal tax returns, regardless of how simple or complex they may be. We regularly prepare tax returns that require the reporting of self-employed, investment, and rental income. Knowing which tax deductions you might be entitled to, can be complicated. We would be happy to discuss your personal situation and advise on which deductions you might be overlooking, while helping to minimize your tax.
Corporate Tax
Comprehensive support for businesses, ensuring compliance and efficiency.
We provide corporate tax services to businesses of all sizes across a wide range of industries. By working with a diverse variety of businesses, we have developed broad and profound tax expertise. This allows us to provide strategic, specialized advice, that addresses the unique complexities of your industry. By applying our advanced corporate tax knowledge, we help companies minimize liabilities, remain compliant with CRA requirements and plan strategically for growth.
Our team prepares financial statements and completes corporate tax returns using either your existing records or bookkeeping services we provide. In addition to tax preparation, we offer full support during CRA inquiries and reviews of corporate returns.
Corporate Reorganizations
Guidance through restructuring to support business expansion, succession planning, or operational efficiency.
We have assisted in many corporate reorganizations relating to asset restructuring, purification, succession planning and exit strategies. Depending on the needs of our clients, we can assess your particular situation to achieve your goals.
Our firm has conducted numerous corporate reorganizations to help our clients achieve their goal to have the shares owned in their corporation become Qualified Small Business Corporation (QSBC) shares.
We also enjoy helping our corporate clients to restructure with the goals of estate planning. We can assist with gifting or selling a specified number of shares to their adult children as the parent shareholder works towards retiring or stepping away from the day-to-day operations of their corporation.
We can also provide guidance with exit strategies should you be looking to sell your corporation or wind down your corporation with the goal to dissolve.
Our team is well versed in corporate reorganizations and would be happy to set up a meeting to see how our firm can assist you to achieve your goals.
Trust Returns
Specialized expertise in trust reporting and compliance with CRA requirements.
We prepare and file T3 Trust Income Tax and Information Returns, ensuring income allocations and distributions to beneficiaries are recorded and reported correctly. In situations involving a deceased individual’s estate, we provide assistance with final tax returns, and estate tax filings, implementing strategies to reduce tax obligations during the estate administration process.
Financial Statement Preparation
Professional and trustworthy financial statement preparation with compilation engagements signed by a licensed CPA.
As a CPA firm, we issue Compilation Engagement Financial Statements which are signed by a licensed CPA. This provides your business with the credibility often required by banks and other financial institutions. These statements present your financial information in a clear, structured format, helping you make informed decisions with confidence.
CRA Support
Trusted assistance when dealing with CRA inquiries and reviews.
We provide professional support during Canada revenue Agency reviews and inquiries, helping you navigate the process with confidence. We ensure your responses are accurate, timely, and compliant, giving your business peace of mind when dealing with the CRA.
