Services
- Small Business
- Incorporated Professionals
- Estates and Trusts
- Tax Preparation and Advisory
- Business Incorporation
We will help you define the smart path towards your goals.
Running a successful business can be stressful and time consuming. We aim to not only remove the stress but also create a sense of ease and enjoyment in managing your business. We do this by:
- Setting up business processes the right way from the get go
- Selecting the best technology tools to make things easy on your end and cost efficient on our end
- Being on top of the statutory tax filings
- Having a small personable team available to support you through your
business and personal financial decisions - Proactively and continually evaluating the best tax strategies for your
business and personal situation - Providing access to a network of highly skilled professionals in other areas
Our Services Include:
- Business systems and processes set up
- Bookkeeping, account reconciliations, GST and PST filings Payroll processing
- Management reports design, generation and analysis
- Preparing your data for year-end financials and tax filings work
- Advice on business management and growth
- Statutory tax filings (Income tax, GST, PST, T4, T5 etc.)
- Preparation of year-end financial statements along with the Notice to Reader report
- Proactive and continuous tax planning
- Budgeting and forecasting
Incorporated Professionals Services
Serving incorporated professionals has been our core specialty for several decades. We work with professionals in all stages of their life/career. We also work with business groups of medical and other professionals. We constantly re-evaluate and update our tax planning strategies in cooperation with your other advisors (especially in the current challenging tax legislative environment) to provide you with the most tax efficient way to organize your affairs. In addition to taking care of the necessary tax filings (corporate and personal) we will:
New Professionals Looking to Incorporate:
- We will help you decide whether incorporating is the right move for you.
- We will help you decide on the best ownership structure and work with your lawyer to set the corporation up.
- We will set you up with easy to follow processes for managing your
corporation. - We will discuss short term and long term strategies to achieve your financial goals and create a customized compensation plan for you and your family.
- We will help you consider your insurance needs, family health benefits, strategies for investing your corporate savings etc.
Established Professionals:
- We will help you determine whether the current corporate structure is right for you.
- We will evaluate the tax planning strategies appropriate for your situation
and needs.
Retired or Retiring Professionals:
- We will guide you through the transition from a professional corporation to an investment corporation.
- We will update your compensation strategy and determine the most tax efficient way to fund your retirement.
Estates and Trusts Services
Dealings with trusts and estates is often complex, especially in the current fast-changing legislative environment. Whether you are looking to make estate planning decisions for the future or you simply need guidance as how to administer a trust, we are here for you. We can also guide you through the complexities of what is required when a loved one passes away. We prepare the various terminal tax filings and assist you with any questions you may have with respect to managing and distributing estate assets.
Our Services Include:
- Bookkeeping and tax filings for estates, family trusts, alter ego and spousal trusts
- Preparation of Clearance Certificates
- Tax filings for non-resident beneficiaries
Tax Preparation and Advisory Services
Excellent personalized proactive tax planning is at the core of our business. We consider tax planning opportunities (at least) each time we prepare your tax returns as well as during various life events. Most currently we are helping our clients adjust their tax planning strategies to the recent tax changes affecting Canadian businesses, including the new income splitting (TOSI) rules, passive investment income rules and specified corporate income rules.
Our Services Include:
- Compensation planning for the owner-manager
- Family tax optimization
- Retirement planning
- Incorporating your proprietorship
- Tax efficient corporate structures
- Succession and estate planning
Business Incorporation Services
Incorporating your business is a big step. We can help you consider whether it is the right step for you. We will help you understand the tax implications of this step (whether advantageous or otherwise) and your corporate filing obligations.
Additionally we will guide you through the process of starting your own corporation, including matters such as management reporting for informed decision making, tax efficient compensation planning, efficient record keeping and corporate administration processes.
Industries We Serve
We serve both clients who live around the corner from our office and clients from far away locations who connect with us virtually. The key is not where you are but what you need.
