We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on these levels of assurance:
- Notice to Reader – based upon client information provided and used primarily for internal use.
We prefer to take a proactive as opposed to reactive approach to tax
services. By keeping current on new tax laws and legislation, we are
in a position to identify key tax planning opportunities that
minimize both your current and future tax liabilities.
We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
Tax services offered include, but are not limited to:
- Tax planning for individuals and corporations
- Return preparation for:
- Estates and trusts
- Not-for-profit organizations
- Tax effects of buying / selling a business
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.
We gauge our worth by the personal and business successes of our
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:
- Accounting software selection and implementation
- Business valuations
- Buying/selling a business
- Business process improvement
- Computer systems
- Financial & retirement planning
- Estate planning
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 ownershipis essential.
We can guide you through the complex process of getting your financial affairs in order.
Buy/Sell a Business
Preparation and planning are keys to the successful purchase or sale
of a business.
Our team can assist you with all aspects of your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
Bookkeeping / Write-Up
Meaningful, well-organized financial records ensure that your
business operations will run more efficiently on a daily basis and
are the foundation of a successful business.
Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
With the number of computerized accounting software packages
available for individuals and small businesses growing every day,
selecting one that is right for you has become increasingly
As accounting professionals, we have knowledge of most programs, either through personal experience, or industry literature.
Our experienced staff can help you choose and implement the system that best fits your needs.
The Auditing and Assurance Standards Board (AASB) has approved the
new Canadian Standard on Related Services (CSRS) 4200, Compilation
Engagements. The Final Handbook material replaces the previous
Section 9200. CSRS 4200 Compilation Engagements significantly
changes the communication attached to compiled financial information
and affects the way practitioners perform the engagement. The new
standard is required to be followed for periods ending on or after
December 14, 2021.
Please Contact Us for a specific quotation on all services involving Corporate Tax Returns in Canada.