Did you know we offer the following services?
Corporate Year Ends
Let us take the stress out of filing your year-end corporate income taxes.
Are you getting confused or overwhelmed by all the contradictory information out there about what you need to retire? We can help.
Being the executor of an estate can be overwhelming at an already trying time. There are many things you can do now to make executing your estate easier when the time comes.
Personal Financial Planning & Retirement
We’re here to help you meet your goals, not sell you a product.
We also offer…
Income tax planning
Structuring your affairs in a manner that maximizes value to you is essential. We offer advice from income splitting with family members to the best mix of shareholder remuneration.
Corporate structuring and restructuring
It is important to review your corporate structure regularly. A change in your personal situation or a change made by the federal or provincial government may necessitate a change in your corporate structure.
Information slip and personal trust returns (T3, T4, T5, etc)
Did you know electronic filing of certain slips and forms are mandatory and there are fines for not complying? All of your information slips are electronically filed.
Common frequently asked questions from our clients include:
- Should I lease or buy a car and should it be owned inside the company or owned personally?
- How should I pay myself?
- I want to buy a rental property, should I own it personally or through a corporation?
- Should I incorporate?
Purchase or sale of a business
Whether you are considering purchasing or selling a business, the decisions can be complex as there are many factors to consider. Will you need a holding company or family trust, not sure on a share versus asset sale or whether you need help finding financing, we can help get you to where you want to go.
We use Sage 50 and Quickbooks online, two of the most popular accounting softwares for our clients. Bookkeeping services can be performed monthly, quarterly or all at once at year-end time. HST filing requirements are also looked after.
There is more to it than just calculating EI, CPP and income tax. There are many taxable benefits that could affect you.
Government audit assistance
Hopefully, you never have to face this but if you do we can guide you through the process and be your representative with CRA.
We offer many more services including accounting software installation, set up and training, record keeping advice and cash flow projections & budgets.