I offer a wide range of services to our individual and business clients. My clients benefit from personalized, timely, quality service. I have listed the services that I offer to my clients, together with a brief description.
As the list below is by no means comprehensive, please inquire about a service if you do not see it listed.
Providing financial information to my clients in a timely and accurate manner is a serious commitment for me. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. My firm provides a full range of cost effective accounting services including the following:
*Financial statement preparation
*Accounting system setup for new businesses
*Compilation (Notice to Reader) engagements
*Audits and Review Engagements
By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise throughout the year. Tax services offered include, but are not limited to:
*Tax planning for individuals and corporations
*Return preparation for
- Estates and trusts
- Not-for-profit organizations
*Provincial and federal commodity tax planning and compliance
*Tax considerations in matrimonial settlements
*Tax effects of buying/selling a business
*Tax effective retirement and estate planning
Federal and Provincial Sales Tax (GST, HST, PST and QST)
I can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.
Accounting Software Selection & Implementation
I am a registered Quickbooks consultant and recommend this accounting program to all small businesses (sales under $20,000,000).
Purchase and Sale of a Business
Preparation and planning are key to the successful purchase or sale of a business. I can assist you with valuation of a business, cash flow analysis, tax minimization and transition planning.
Client File Transfer Facility
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