Accounting Services

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
• Bookkeeping (Monthly/Quarterly/Annual)
• 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 Services

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.

Tax Services

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 :

       – Individuals (T1)

       – Corporations (T2)

       – Estates and trusts (T3)

• 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.