Client Services
My firm, together with a team of tax specialists, accounting software advisors and bookkeepers, offers a wide range of professional services to individual and business clients.

I have listed the main services that I offer to my clients, together with a brief description.

If you would like to inquire if any additional services are provided, in addition to what is listed, please contact me.

 


Accounting Services

Audits, Reviews and Compilations (Notice to Readers)

I provide financial reporting on all three levels:

*Audit - an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilations (Notice to Reader) - based upon client information provided and used primarily for internal use and for reporting to the bank. These will be useful for management in making business decisions.

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Bookkeeping

Good bookkeeping reduces your stress and saves you money. Having your books up-to-date and well organized helps you make better business decisions. Together with a great group of bookkeepers, I can help you set up a new business, clean up your books, and ensure that all the government rules (GST, payroll, EI,etc.) are met.

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Tax Services

Tax Services

By doing good tax planning, money can be saved. By keeping current on new tax laws, working with tax specialists, and by knowing my clients well, I work to identify key tax planning opportunities that aim to reduce your tax costs. I provide my individual and business clients with the taxation expertise and knowledge throughout the year. Tax services offered include, but are not limited to:

*Tax planning for individuals and corporations

*Return preparation for

- Individuals

- Sole proprietors and partnerships

- Corporations

- Estates and trusts

- Not-for-profit organizations

*Tax effects of buying/selling a business

*Tax effective retirement and estate planning

Consulting Services

Consulting Services

I can help your business identify areas that reduce your net income and growth and develop useful solutions. I provide strategies that help your business. The following are just a few of the areas in which I, together with various specialists, provide consulting services:

*Accounting software selection and implementation

*Industry comparisons and analysis reports

*Business valuations

*Buying/selling a business

*Business process improvement

*CRA disputes

*Financial planning

*Estate planning