Personal tax returns

Let us prepare your tax returns to ensure that your return is done correctly. We will deal with any follow-up requests CRA may have when they assess the return, and offer you strategic tax and financial planning advice. Whether you have a home-based business, are a small business owner or are managing a portfolio of investments, we can help you achieve and maintain your long-term financial goals.

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Estate tax returns

When a family member has passed away, there are many things to deal with. We can assist by ensuring all the required tax returns are filed on time and providing assistance throughout the estate administration process.

Corporate tax returns

Corporate tax law is continually changing and keeping on top of it all while running your business can be challenging. Let us prepare your corporate returns to ensure you receive the proper tax advice and planning, as well as advice on improving your corporate accounting system so that it collects the information you need to file your corporation’s return. We can also prepare your annual T4 and T5 returns.

Financial statement preparation

For many businesses, there are a limited number of third parties that will be looking at the financial statements (perhaps only the business owner(s) and the taxation authorities) and business processes are relatively straight-forward, so an Assurance Report is not necessary. However, having bookkeeping updated and a financial statement prepared annually in a recognized format employed in the presentation of financial information can be invaluable. In the compilation of your financial statements, we review the accounting methods currently used and will provide suggestions and recommendations to help you improve the information you use to grow your business.

Quickbooks and Quickbooks Online support

Quickbooks Desktop and Online are very popular accounting software packages for small business. They are relatively inexpensive, easy to setup, and provide enough functionality for most small businesses. However, the way these systems are configured initially can make a big difference to the quality of the financial information you enter into the software. We can help you implement either of these systems and provide whatever assistance and support you may need as you incorporate the software into your existing accounting procedures.