Corporate and Personal Tax Planning and Preparation:
Our firm considers it our job to utilize our knowledge and expertise to ensure that our clients pay the minimum amount of tax according to CRA’s rules and regulations.
We provide a wide range of services to all of our clients.
Whether you are incorporated, an owner–managed business or an individual, we will help you maximize efficient tax planning strategies.
Estate Planning and Trust Return Preparation:
A sound financial plan will give you the direction and guidance you need to get to where you want to be.
We have experience in helping you plan your estate as well as prepare all required returns once a trust is set up.
Start Your Own Business or Purchase an Existing One:
You might ask yourself:
- What are some of the things I need to know about starting a business or purchasing an existing one?
- Should my business be incorporated, have a proprietorship, be involved in a partnership?
Our experienced team is here to help you decide which business structure will best suit your needs.
If you are considering purchasing an existing business; we can advise you regarding the current financial position of the company by reviewing their financial statements.
We will help you in all aspects of this process.
Shareholder / Director Consulting:
Our firm can offer advice to you for your position as a shareholder / director of your company. Based on your personal situation and needs, we can help you determine some of the following:
- Should I take a wage, a dividend or a combination of both?
- Are there standby charges that pertain to you for personal use of the company vehicle?
- Are you receiving a taxable benefit from the company that you need to report on your personal tax return?
If you are not a resident of Canada but have conducted business here, worked as an employee in Canada, bought and or sold property in Canada then we can advise you on your tax obligations to the federal and provincial governments.
Our firm specializes in non-resident disposition of Canadian real property.
We will help expedite the process of filing the required forms with CRA to receive any applicable refund of the withholding tax when the property was sold.
Annual Financial Statement Preparation:
Our in-house specialists can assist you in the preparation of your Financial Statements in accordance with Canada’s Accounting Standards for Private Enterprise (ASPE). Financial statements are a valuable and necessary tool in financial planning and decision making.
QuickBooks, QuickBooks Online and Sage50 Accounting Program Support:
We provide consultation and assistance with your bookkeepers for the above programs.
GST/HST, PST and Payroll remittances:
Our firm will provide advice and consultation for you to help deal with the complexity of the rules for different government agencies.
We pride ourselves on knowing and understanding the most current rules for government agencies on both the federal and provincial levels.