Accounting Services
- Audit engagements
- Review engagements
- Notice to Reader Engagements
- Pro-forma/ Projections
Bookkeeping Services
- Bookkeeping services in either QuickBooks or Sage 50 software
- Payroll services
- Government compliance – HST, WSIB, EHT, payroll remittances, information returns (T4, T4A, T5, T5018)
- Interim reporting
Personal Tax
- Personal tax return preparation
- Tax planning to minimize tax liability
- Income tax disputes
Corporate Tax
- Corporate tax return preparation
- Tax planning
- Reorganizations
- Income splitting strategies
- T5018 – Payments to Subcontractors
- T4, T5, T3 tax filings
Estates
- Terminal returns for deceased
- T3 trust returns
- Executorship services
- Trustee services
- Assistance with probate applications and strategies to avoid probate
- Succession planning
- Wills
- Family trusts
Management and Advisory Services
- General business advice
- Shareholder agreements
- Profit sharing agreements
- Partnership agreements
- Franchise agreements
- Office administrative support
Buying or Selling a Business
- Preparing your business for sale to maximize after tax proceeds
- Due diligence for potential acquisitions
- Preparing Letters of Intent
- Negotiating terms of purchase and sale
- Reviewing Agreements of Purchase and Sale