Small Business & Self-Employed Packages
Are you looking for a one stop accounting firm? Needing bookkeeping, taxation, accounting and consulting services? 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 paperwork 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 income statement looks like?
Our accounting department 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.
Corporate Taxation and Financial Statement Services
Has your bank recently requested financial statements? 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 packages to fit our client's unique needs.
Our services include:
- Effective and comprehensive tax return preparation
- Recommendations and tax planning advice upon the completion of every return
- Previous year comparatives with each set of financial statements
- A finalization meeting to summarize our findings and recommendations before e-filing
- Adjusting journal entries with detailed explanations to help you understand the most efficient and accurate way to organize your accounting records.
Personal Taxation Services
Take the stress out of tax time by allowing us to prepare your small business returns on time and with accuracy. Having your tax returns professionally prepared by a CPA helps ensure you take full advantage of all tax deductions and credits while minimizing your CRA audit risk. We'll save you time and make sure you haven't missed a key item.
Our taxation services include:
- Comprehensive and effective tax return preparation
- Recommendations and tax planning advice upon the completion of every return
- An optional finalization meeting to review your return along with your accountant before e-filing
- $150 worth of pre / post assessment audit fees
Reduce your stress by letting us complete your tax returns accurately and on time, while maximizing deductions and credits.
Consulting Services
Our consulting services can assist you with either personal or business goals.
Consultations: Just needing a little bit of help to get you on the right track? We offer half-hour consultations to address common questions such as:
- Should I incorporate?
- Do I need to sign up for GST? PST? WCB?
- What bookkeeping program should I choose?
- What are the basics of keeping my business records?
- Is the individual working for me an employee or subcontractor?
- Are salaries or dividends right for me? What is the difference?
- What is the difference between RRSPs and TFSA? Which might be right for me?
- 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 Consulting: 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: '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
- 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.