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| Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, timely service that is of the highest quality. Below we list the services that we offer to our clients, together with a brief description. As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed. |
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| (Click Service Title For Details) |
| 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 services on three levels:
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| Financial Statements |
| 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 and for income tax purposes. |
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| Accounting/Bookkeeping/Record-keeping |
| 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. Accurate records are also required by law for income and sales tax purposes. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping and record-keeping. Our firm provides a full range of cost effective accounting services including the following:
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| Tax Services |
| We prefer to take a proactive vs. 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:
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| Estate & Trust Tax Planning and 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. Our services include preparing estate and trust income tax returns. |
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| Federal and Provincial Sales Tax (GST and PST) |
| Many of our clients are responsible for collecting and submitting sales taxes to the federal and Ontario governments. We can assist your business with compiling required sales tax information and preparing sales tax returns, and in controlling costs associated with sales tax compliance. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Business Consulting |
| Our success is measured 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. |
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| Business Start-ups |
| Starting a business is not as straight-forward as it may seem. We help our clients deal with the many accounting, income tax and sales tax issues that face new businesses. We also help our clients select the most appropriate form of organization for their businesses. It is easier to get things right from the start. We make sure our clients get their businesses started on the right foot. |
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| Forensic Accounting |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist your business 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. |
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| Expert Witness Services |
| Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our competence and experience allows us the opportunity to function as expert witnesses in such cases. |
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| 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. |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for your business has become increasingly difficult. As accounting professionals, we have knowledge of most accounting software packages, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs. |
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