Canadian Tax System

Tax has evolved over the years with strict regulations imposed by the Canada Revenue Agency. We can professionally prepare your tax returns while maximizing your refund by designing and catering unique tax planning strategies.

Assurance With Confidence

Appropriate, clear and independently reviewed financial information is critical in establishing the confidence of your stakeholders. Our team of professionals stay current with the auditing standards to ensure a strong set of financial statements are presented to your stakeholders.

The Right Direction

Our team is dedicated to assisting you in all your CRA appeals. We make sure that your company’s tax audit is handled smoothly and efficiently. We can assist you with the tax audit process – starting from the information gathering stage to negotiating with the tax authorities.

Canadian Tax System

Tax has evolved over the years with strict regulations imposed by the Canada Revenue Agency. We can professionally prepare your tax returns while maximizing your refund by designing and catering unique tax planning strategies.

Assurance With Confidence

Appropriate, clear and independently reviewed financial information is critical in establishing the confidence of your stakeholders. Our team of professionals stay current with the auditing standards to ensure a strong set of financial statements are presented to your stakeholders.

The Right Direction

Our team is dedicated to assisting you in all your CRA appeals. We make sure that your company’s tax audit is handled smoothly and efficiently. We can assist you with the tax audit process – starting from the information gathering stage to negotiating with the tax authorities.

Core Services

Notice to Readers

A notice to reader engagement represents the most basic form of accounting services provided to clients. Financial statements are simply prepared based on the information provided to us by the client and there is no level of assurance provided. They are most commonly prepared for internal use by the client and for income tax purposes.

Review Engagements

A review engagement consists of the use of analytical procedures along with inquiry and discussions with management in order to assess the plausibility of the financial statements. Review engagements are most often required in order to obtain and maintain financing and can also be an effective tool for business consultation.

Audit Engagements

An audit engagement provides the highest level of assurance for your financial statements. An audit consists of a complete evaluation of your systems internal controls combined with a thorough examination of account balances through analytical procedures, confirmation of account balances with third parties, inspection of documents, observations of assets, and inquiries and discussions with management in order to ensure the financial statements are fairly stated. Audited financial statements are commonly required due to statutory requirements or as a request from a third party such as a lending institution.

Personal Tax Returns (T1)

Personal tax has evolved over the years with strict regulations imposed by the Canada Revenue Agency. We can prepare your tax return profession while maximizing your refund by designing and catering unique tax planning strategies.

Corporate Tax Returns (T2)

Our uniquely designed tax programs can assist you with complying with the complicated provisions of The Income Tax Act (ITA) while minimizing tax liabilities. We can structure your business to maximize profitability and minimize tax risks.

Trust Filing (T3)

We can set up and manage family trusts, private trusts or corporate trusts. We can assist executors and trustees with the accounting and tax requirements of estates and trusts, including the preparation of T3 tax returns and special elections.

Sales Tax Returns

Sales taxes (GST/HST) have become an integral part of a business planning process. We have developed strategies to assist you in preparing and submitting sales tax returns.

Tax and Estate Planning

We can provide advice on many tax strategies to minimize taxes for individuals, business owners and investors. For individuals planning for their retirement, we can prepare financial forecasts and provide objective and independent advice on financial matters. Also, for individuals making their wills and planning their estates, we advise on techniques for minimizing taxes.

Bookkeeping

Well-organized financial records are the foundation of a successful business as they ensure that your business operations will run efficiently on a daily basis. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Payroll

Our firm can help you develop a payroll system and prepare all the necessary payroll tax returns in a timely manner. We can plan and prepare year-end payroll statements for businesses, which can help minimize personal and corporate taxes.

CRA Audit & Appeal

Our team is dedicated to assist you in all your CRA appeals. We will make sure that your company’s tax audit is handled smoothly and efficiently. We can assist you with the tax audit process – starting from the information gathering stage to negotiating with the tax authorities. We can also help in negotiating payments and even apply for interest or penalty relief.

Internal Control Consulting & Accounting Software Management

We can assist you in implementing the controls necessary to ensure reliable, efficient and effective processes. We can also assist in managing and setting up accounting software such as Quickbooks and Sage Simply Accounting.

Business Plan Development & Business Consulting

We can provide consulting in business decisions such as the following and more:

  • Incorporating a new business
  • Buying or selling an existing business
  • Applying for a business loan
  • Improving the financial performance of your business

We are great at what we do

We go above and beyond for each and every client. This starts with answering the phone and responding to emails. We work with a diverse range of clients and understand the importance of customer service. We build a relationship with each client by listening and understanding their goals and financial concerns.

We are great at what we do

We go above and beyond for each and every client. This starts with answering the phone and responding to emails. We work with a diverse range of clients and understand the importance of customer service. We build a relationship with each client by listening and understanding their goals and financial concerns.

Our Experience

We have extensive experience in setting up tax structures and wealth management strategies for large client portfolios including professionals (Doctors, Lawyers, IT consultants, etc.) and small businesses (restaurants, transportation, etc.). We customize our tax strategies for each and every client.

Our Experience

We have extensive experience in setting up tax structures and wealth management strategies for large client portfolios including professionals (doctors, lawyers, IT consultants, etc.) and small businesses (restaurants, transportation, etc.). We customize our tax strategies for each and every client.