Services

Tax Planning and Preparation

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Tax Planning

Our dedicated team of professionals offers comprehensive tax planning services tailored to the unique needs of both personal and corporate clients. For individuals, we provide income tax analysis, retirement planning, and personalized guidance through life changes. For businesses, we specialize in corporate tax planning and compliance, organizational structuring for optimal tax outcomes, and compensation planning. Our proactive approach ensures that clients not only meet their compliance requirements but also capitalize on opportunities to minimize taxes and strategically plan for their financial future.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Estate & Trust Tax Preparation

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. We can guide you through the complex process of getting your financial affairs in order.

Federal and Provincial Sales Tax (GST, HST, PST and QST)

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Accounting and Bookkeeping

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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. 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
• Audits and reviews

Audits, Reviews and Compilations

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 all three levels of assurance:

• Audit - an intensive examination with the highest level of assurance
• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided and used primarily for internal use.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Financial Consulting and Advisory

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Consulting Services

We gauge our worth by the personal and business successes of our clients. 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

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.

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.

Assurance and Compliance

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Audit Services

Our Audit Services provide a comprehensive and rigorous examination of financial statements. This in-depth engagement involves testing, and verification of financial records, transactions, and internal controls. Our experienced team aims to deliver an unbiased and thorough assessment, offering stakeholders a higher level of assurance in the accuracy and reliability of the financial information presented (reasonable assurance).

Review Services

Offering a level of assurance between a full audit and basic compilation (limited assurance), a review engagement involves a thorough analysis of financial information. This process includes analytical procedures, inquiries, and a detailed examination of records to provide valuable insights into financial accuracy. Our goal is to deliver meaningful recommendations that enhance transparency and credibility in financial reporting.