Current Information

Personal Tax Return Preparation

From an individual with a T4, T5 and an RRSP, to commissioned sales and self-employed individuals, it is essential to know what you can deduct. We have many years of experience preparing personal, trust and estate tax returns. We make sure you get every deduction and credit you deserve. A personal tax checklist link will be published early in the new year.

Small Business Financial Reporting

We understand small businesses, since we are one ourselves.  We can, on a consulting basis, help you with such issues as business planning, cash flow analysis and loan application preparation.

CRA Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various departments of the CRA, for example:  HST, Payroll Remittances, Corporate Tax Returns and Assessments.

Business Tax Return Preparation

Tax laws change so often, it’s hard to keep up.  We have years of experience preparing corporate, partnership and trust tax returns.  We can make sure you get every advantage you deserve.

Bookkeeping Services

We can provide you with monthly bookkeeping services to maintain your accounting records and ensure that the required government and other reporting is filed on time.  We are proficient in Quick Books Desktop, Enterprise and Online.

Financial Planning for Small Businesses

Whether you are saving for a major business expenditure or for planning for succession upon your retirement, we can help you choose the business strategies right for you.

Personal Tax Planning

This process helps you know in advance what your taxes should be so you can plan and budget accordingly.

We understand how difficult it can be to set up a reasonable family budget to follow. We can help you with you in achieving your financial goals.

CRA Representation – Individuals

During our years of experience dealing with many tax authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various departments of the CRA, for example: Personal Tax Returns, Assessment Notices, Re-assessments and Notices of Objection should they be required.

Review Estates, Wills & Insurance

We can provide you with advice on the setting up of your wills or review your insurance to see that it meets your needs. We are not in the business of preparing wills nor in selling insurance but should it be necessary, we do have professionals in those fields we can refer you to.

We also prepare Estate / Trust Tax Returns.