SMALL AND MEDIUM SIZED BUSINESS SERVICES
OTHER SERVICES
SMALL AND MEDIUM SIZED BUSINESS SERVICES

Financial Statements [top]

As a business owner, you need reliable financial information on which to base your business decisions. We have the expertise to provide responsive, high quality, professional service to meet your financial reporting requirements. We can help you get the information needed to grow your business.

There are two standard types of reports which can be attached to your financial statements, Notice to Reader and Review Engagement. Each report provides the user with a different level of assurance regarding the work performed on the financial statements.

Notice to Reader:
These financial statements are normally prepared for small businesses who use the statements mainly for internal use and in filing income tax returns.

Review Engagement:
Many financial institutions require their borrowers to have annual financial statements prepared on this basis. Financial statements prepared on this basis require a more detailed review of the business records and provide assurance that the review procedures did not uncover any reason for us to state that the statements are not in accordance with generally accepted accounting principles.

Income Taxes [top]

Every business is required to file a tax return with specified deadlines. We work with our corporate clients to meet their obligations and ensure they receive maximum benefits. Our proactive approach minimizes the personal and corporate taxes by careful planning.

GST and PST [top]

Many of our clients are responsible for collecting and submitting sales taxes to both provincial and federal governments. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs. It should be noted that coming July 1, 2010 GST and PST will become HST please see our links page for information.

Bookkeeping [top]

Using a variety of leading computer programs that include Simply Accounting and Quick Books we provide bookkeeping services and advice to meet your needs.

Corporate Reorganization and Planning [top]

Corporate reorganization and planning for growth, retirement or succession are very complex areas, requiring a skilled team of professionals with in-depth knowledge of tax rules and corporate structures.

We have helped business owners achieve significant tax savings and avoid sleepless nights through effective planning and reorganization.

Business Acquisitions and Disposals [top]

Whether you already own a business, are plannint go buy one, or need an independent second opinion on the value of the business we can provide you with the information you need to make key decisions. There are many tax and other consequences when buying or selling a business we help make the right.

OTHER SERVICES
Personal Tax [top]

For many families, income tax is the largest single annual cash outlay. We use a variety of tax planning strategies that a family, individual or proprietor can use to minimize the effects of this burden. With the fast and constant changes in tax law it is important to entrust the preparation of your tax return to our team of experienced professionals.

Estates and Trusts [top]

The tax rules relating to trusts and estates are complex. With our firm’s experience in this area we are able to assist clients with their tax filing requirements.