Our Services

Financial Statement Preparation

Whether the business requires financial reporting for internal purposes, to obtain financing, or to attract potential investors, we provide Review and Compilation financial statement preparation, strictly adhering to current accounting standards.

  • Review Engagement financial statements
  • Compilation Engagement financial statements
  • Interim financial statements
  • Partnership financial statements

Business Advisory Services

We provide support in matters related to business launch or adopting a new ownership structure; readying a business to be passed on to the next generation; selling or purchasing an existing business; and compliance issues related to sales taxes.

  • Establishing / incorporating a new business
  • Business succession
  • Advising on the purchase / sale of business shares or assets
  • GST and PST compliance

Small Business Corporate Tax Planning

Companies are required to file annual tax returns plus employee-related and sales tax filings in a timely manner, while complying with ever-changing federal and provincial regulations, and taking a higher level perspective for tax planning. We can help with:

  • Preparation and filing of corporate income tax returns (T2s)
  • Tax compliance with all federal and provincial regulations
  • Preparation of employee and shareholder returns (T4s, T4As, T5s)
  • Liaising with CRA on behalf of the business
  • Income tax planning and tax strategy
  • Tax services for reorganizations and amalgamations
  • GST and other sales tax filings

Personal Tax Planning

Individuals are required to file annual personal tax returns that comply with evolving CRA regulations and filing requirements. Adding a sole proprietorship or partnership to the mix adds exponential complexities, including sales tax and payroll considerations. We are pleased to engage in this work, while taking a strategic perspective to maximize client results.

  • Preparation and filing of individual income tax returns (T1)
  • Individual tax planning
  • Liaising with CRA on the taxpayer’s behalf
  • Income tax preparation for deceased individuals
  • Integration of small business taxes to drive efficiencies