OUR SERVICES

Accounting and Assurance
• Annual compilation of financial statements along with Notice-to-Reader report
• Audit and Review of owner-managed businesses and non-for-profit organizations
• Preparation of audit/review working papers for external auditors
• Book-keeping
• Payroll preparation

Tax Compliance
• Corporate (T2) and individual (T1) tax return filings (E-file)
• Non-for-profit organization and charity information return filings
• Scientific Research & Experimental Development (SR&ED) tax credit claims
• T4, T5, T5013 (Partnership slips) and non-resident slip filings
• GST and PST return filings
• Dealing with government agencies on tax objections and appeals

Tax Planning
• Corporation tax - advice and planning
• Personal tax - advice and planning
• Integrated personal and corporate tax planning
• Capital Gains tax - advice and planning

Corporate Advisory
• Company formations
• Strategic planning
• Preparation of business plan for commercial loan application
• Cash flow projections and budgets
• Corporate health check through the evaluation of strengths and weaknesses of various aspects
• Evaluation on financial and management impact of business decisions

Personal Finance
• Purchasing or selling of a business
• Retirement and wealth management planning
• Estate planning
• Eldercare services