Corporate Taxation and Financial Statement Services
Are you looking for a CPA to prepare efficient, accurate, and reliable financial statements or a corporate income tax return? We can help!
We provide corporate tax and financial statement preparation services that let you know how your business has performed over the past year while minimizing your taxes and audit risk. We offer a variety of options to fit our client's unique needs.
Our services include:
- Effective and comprehensive tax services
- Optional add-ons to customize your services to your business' unique needs
- Emailed recommendations and tax planning advice
- An optional mentorship meeting to discuss our findings and recommendations
- Adjusting journal entries with detailed explanations to help you understand the most efficient and accurate way to organize your records
Personal Taxation Services
Take the stress out of tax time by allowing us to prepare your returns. We'll help you take full advantage of your tax deductions and credits while minimizing your audit risk.
We'll save you time and make sure you haven't missed a key item.
Our taxation services include:
- Effective and comprehensive tax services
- Optional add-on to customize your services to your unique needs
- Emailed recommendations and tax planning advice with every return
Small Business & Self-Employed Services
Are you looking for a one stop accounting firm? Do you need help with your taxes, accounting, monthly bookkeeping, and maybe some mentorship? We do that!
Has your business grown faster than you anticipated? Are you finding it difficult to get the paperwork done? Do you loath the large pile of documents accumulating on your desk? In your car? In a drawer? Are your taxes causing you heart palpitations? Not sure where your business is heading or what your bottom line looks like?
Our services help address your business's growing pains. We are your on-call support network that handles your accounting needs so you can focus on taking your business to the next level.
Consulting & Mentoring Services
Our consulting and mentoring services can assist you with either personal or business goals.
We offer a variety of consultation options so you can find the right fit for you.
Some of the common questions we address include:
- Should I incorporate?
- Do I need to sign up for GST?
- What bookkeeping program should I choose?
- What are the basics of keeping my business records?
- Are salaries or dividends right for me? What is the difference?
- I have a rental property, am a sales person, or have recently become a contractor and am not sure what I can deduct.
Add-On Services
Our add-on services complement our personal income tax services and can assist you with your personal retirement planning goals. We work with your financial advisor to develop a holistic tax strategy that meets your needs.
RRSP Recommendations: Our RRSP recommendations will help you meet your current tax goals. We'll consider your projected and historical tax returns to help you decide what a beneficial contribution may be for you.
RRSP Consultation Package: Our RRSP consultation helps you determine whether an RRSP contribution would be beneficial to your personal finances – both today and in the future. Our services include an exploratory meeting, a tax estimate, and an email report with our findings and recommendations. We’ll help you balance your current financial needs with your long-term retirement goals to make the best decision for you.
Retirement Consulting Packages 'Do I have enough' is that question we look to answer during our retirement consultations. Our retirement consultation help you understand the tax implications resulting from your changing income during retirement. Our services include a half hour exploratory meeting, tax estimates, and a follow up consultation to explore our findings and recommendations. Our approach compliments your financial planning strategy to help you form a holistic plan to optimize your golden years.
We Are Tech-Savvy
We utilize a variety of different software applications to provide the best client experience we can in a protected and secure manner. Some of our programs include:
- Senta Practice Management for client communications, portal access, and electronic document signing
- Sage50, QuickBooks Online, and Excel for bookkeeping services
- Sage50, QuickBooks Online, and Quickbooks Desktop for our year end and tax services
- TaxCycle and Doxcycle for tax preparation and document storage
- Caseware and Keystone for financial statement preparation
- DocuSign for electronic document signatures
- Electronic filing and communication services available through CRA
We have experience with a multitude of bookkeeping, accounting, and taxation software programs. We can help you select a program that is best for your business.