SERVICES

FINANCE & ACCOUNTING SERVICES

Maximizing our clients' wealth accumulation

01

Corporate Tax Planning & Compliance

  • Corporate tax planning
  • Corporate reorganization
  • Corporate tax return preparation
  • Partnership tax return preparation
  • Not-for-profits and charities tax trust preparation (T1044 and T3010)
  • Research and development tax credits
  • GST/HST/QST, PST reporting
  • CRA audit assistance
  • Shareholder remuneration strategies
  • Tax implications of buying/selling a business

02

Accounting

  • Review Engagement-analytical procedures to determine the reasonableness of financial information
  • Compilation Engagement- based on client information provided
  • Business advisory services
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Payroll services
  • Accounting system set up

03

Estate Planning

  • Business succession planning
  • Deceased taxpayer tax filings
  • Post Mortem tax
  • Wills and Trusts

04

Personal Tax Planning & Compliance

  • Complex personal tax return filings
  • High net worth familes tax planning
  • Family trust
  • Foreign assets reporting
  • Voluntary disclosure
  • CRA review assistance

05

Non-resident Tax Filings

  • Prepare T1159 income tax return for election under Section 216
  • Request a certificate of compliance T2062
  • Annual NR4 tax filings for payments to non-residents