Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service . Below we have listed a brief overview of the services that we offer to our clients :
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Our firm provides a full range of cost effective accounting services including the following:
General ledger & financial statement preparation
Accounting system setup for new businesses
Compilation of financial statements - based on client information provided
Review of financial statements - analytical procedures to determine reasonableness of financial information
Budgets and Forecasts
Cash Flow statements
Audit engagements differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance to the users of your financial information.
We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. These tax services include, but are not limited to:
Tax planning for individuals and corporations
Return preparation for :
- Estates and trusts
Tax considerations in matrimonial settlements
Tax implications of buying/selling a business
Retirement and estate planning
Goods and services taxes
Provincial sales taxes
Estate & Trust Tax
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. You may also want to consider a Family Trust, or Alter Ego Trust, or Joint Partner Trust which may also help to reduce tax and transfer assets.
We can guide you through the complex process of filing the Decreased and Estate tax returns upon someone's death .
A. Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
B. Investment Review and Retirement Planning
We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. We can also assess the ROI on your investments.
C. Purchase and Sale of a Business
Preparation and planning are key to the successful purchase or sale of a business. We can assist you with all aspects your transaction, including cash flow analysis, tax minimization and transition planning.
D. Business Consulting
We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
E. Business Succession Planning
Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.