Businesses need to know how they have performed and they also need to comply with tax filings as required by CRA. I can produce accurate and timely financial statements and corporate income tax returns. I want to ensure that all deadlines have been met and that there are no unnecessary penalties or interest to pay. As long as I have been given sufficient time to complete your work and for some reason I miss a deadline resulting in penalties, I will gladly pay them for you. I offer but am not limited to the following services:
- General ledger and financial statement preparation
- Compiled financial statements
- Trust and Estate Tax Returns
- Preparation of T-5, T-4A and T-3 slips with summaries
- Tax planning for corporations
I am continually updating my tax knowledge by attending courses and seminars so I can provide my clients with efficient and cost effective tax preparation services.
My goal is to prepare your tax returns by utilizing all available tax deductions and credits. I provide thorough client interviews and ask lots of questions so we can focus on your financial and personal tax issues and needs. The services I offer but not limited to are:
- Individual tax preparation including small unincorporated businesses, property rentals and employment expenses.
- Estate and trust tax returns
- Including special purpose trust returns
- Not-for profit tax returns
- Corporate income tax returns
- Tax planning for individuals
- Tax adjustments for previous tax years
- Voluntary disclosures
- Taxpayer relief
A business needs meaningful financial records in order to run efficiently. Having up to date records will help business owners make important decisions and assist them with moving forward in a positive profit driven direction. We offer but are not limited to the following services:
In-house, Onsite or remote bookkeeping services using Sage 50 (formerly Simply Accounting). We have experience with many different kinds of businesses including trusts and other not for profit enterprises.
- Monthly, quarterly or yearly services including bank reconciliations
- Set-up and training using Sage 50 (formerly Simply Accounting)
- Payroll services including remittances and T-4 slips.
- PST and GST advice, remittances and compliance.
- Worksafe BC remittances and compliance.
I know our clients can attribute some of their personal and business success to my services. I am able to identify areas that need improvement and offer cost effective solutions to assist with your profitability and growth. I offer but am not limited to the following services;
- Assistance and advice when buying or selling a business
- Business improvement – streamline procedures, set up controls, train staff and other procedures that can assist your business in their day to day activities.
- Establish if necessary to incorporate and assist with the process of incorporation.