We provide a wide range of financial services to help meet all of your business goals and work with you to examine your needs and create a customized program for your success.
We take a personalized approach and ensure we support you in ways that provide value to you and your business. We alleviate pressure on your business by providing sound counsel, allowing you to put the focus on what you do best. Whether you're a small business owner or a large corporation, we provide a full range of bookkeeping, accounting, tax and financial consulting services. This includes examination of books of account, preparation of financial statements, filing corporate income tax returns, and complete tax planning advice. Our level of work for our clients vary as well - from simple preparation of accounts once a year to complexities of amalgamations and corporate reorganizations.
We assist individuals and families to minimize taxes through creative strategies and sound advice. Every situation allows opportunities for tax savings. We can provide you with a complete range of tax services and personal financial planning. This includes: Preparing personal income tax returns; generating rental income statements and statements of personal net worth; and, assisting in interactions with banks, mortgage companies, and other financial institutions. Combining these practices with the best tax minimization strategies ensures that you have peace of mind knowing that you're utilizing all available tax breaks and opportunities effectively.
ESTATES AND TRUSTS
The goal of trusts and estate planning is to develop a practical financial plan that will protect, grow, and preserve wealth and assets and transfer it to future generations with minimal tax consequences. We understand that estate planning and dealing with taxes upon death are difficult but crucial activities to prepare for. You can trust us to handle your needs in a professional and efficient manner. We can help reduce the burdens of planning and completing the necessary filings that occur upon death. We take the time to listen and learn about your family's situation and needs to develop the optimal estate plan. In collaboration with lawyers, life insurance agents, and trusts officers, we can help maximize tax saving opportunities to protect your hard earned assets, leaving more for those who matter most.
As professional service providers ourselves, we understand what it takes to run an optimal practice. Helping you run your practice like a small business is what we do best, giving you the time to focus more on your work and less on your accounting. Give yourself peace of mind knowing your accounting, income taxes, and financial planning is in a trusted advisor and partner's hands. We work with professional service providers in every field, including lawyers, dentists, doctors, investment advisors, independent IT providers, realtors, insurance brokers, engineers, and architects. Whether you are just getting started, considering a merger, or planning an exit, we can provide the necessary support at all stages of your business life cycle with our full range of services.
CHARITIES AND NON-PROFIT
We pride ourselves on building and maintaining relationships with our Charities and Non-Profit clients. Our clientele consists of a myriad of charities, religious organizations, recreational social clubs, community organizations, and private schools. Whether it's conducting an audit, complying with provincial and federal tax laws, creating effective internal reporting systems, budgeting for capital expenditures, or applying for government funding, we have the expertise to accomplish your organization's goals. Our staff has been specially trained to perform audits within the Charities and Non-Profit sector and to address the unique needs of these entities. Our extensive experience provides us with additional insight and proficiency to minimize our fees without sacrificing quality work. We welcome the opportunity to be part of your team, help your organization realize its financial objectives, and act as advisors on strategic planning, internal controls, risk management, corporate governance, and various regulatory matters.