Tax planning for Individuals and Corporations
We all want to keep more of our hard-earned money. We will help you develop tax strategies to ensure you are paying the right amount of tax, and no more than necessary.
- Corporate Tax Planning
- Personal Tax Planning
- Tax Compliance
- Bookkeeping (Monthly/Quarterly/Annual)
- Payroll
Return preparation for Individuals
Our experienced professionals excel at tax planning and return preparation for individuals. We provide you with a dedicated partner that will work with you year-round to develop a customized plan with tax-saving strategies that are tailored to your unique situation.
- T4 and other slips
- Provincial and territorial tax and credits for individuals
- Deductions
Estates and Trusts
By taking a hands-on approach with our clients and their financial and tax affairs, our estate planning accountants can act as key advisors in helping develop a tax-efficient estate plan for them and their families.
- Trust and estate planning
- Bookkeeping services
- Preparing trust and estate (T3) tax returns
- Compiled financial statements
- Reviewed financial statements
- Acting as a resource to the executor of the estate
CRA Audits and Appeals
It is nearly impossible to get yourself out of a tax dispute with the CRA. You need a knowledgeable tax consultant to take you through this difficult and stressful procedure. If you are facing a problem like this for the first time, the following information will help you understand how the tax dispute process works.
- Income Garnishment
- Overwhelming Large Tax Debts
- Overdue Personal & Business Tax Filings
- GST/HST Audit
Consulting Services
We can help you assess your current organization, processes, technology, and data and create a roadmap for transformation. We help you create new standards for effective practice in tax processes, controls, and output, drawing on deep experience to deliver a combination of tax, technology, and consulting capabilities.
- Financial statement preparation
- Compiled financial statements
- Reviewed financial statements
- Business plans and projections
- Corporate wind ups
We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
The following are just a few of the areas in which we provide consulting services:
- Systems analysis
- Buying/selling a business
- Business start-up or expansion
- Management consulting
- Succession planning
- Financial & retirement planning
- Other Services
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.
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.
