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Services

Tax Planning

  • Personal/individual tax planning
  • Owner-manager compensation planning
  • Investments planning
  • Disability tax planning (including Henson Trusts)
  • Executive compensation planning
  • Corporate tax planning
  • Entity setup planning
  • Reorganizations planning and execution
  • Tax estimates on sale transactions and pre-sale planning
  • Acquisition and sale planning
  • Windups and amalgamations

Tax Compliance

  • Personal Taxation – T1 returns
  • Self-employed returns
  • Corporate Taxation – T2 returns
  • Trust and Estates Taxation – T3 returns
  • Canadian Registered Charity Taxation
  • Interacting with Canada Revenue Agency (CRA)
    to best resolve tax disputes
  • Making voluntary disclosure submissions to
    the CRA and requesting taxpayer relief
  • Tax slip preparation & payroll services

Bookkeeping & Accounting

  • Bank reconciliations
  • HST tracking and filing
  • Payroll filings
  • WSIB filings
  • General journal entries (weekly/monthly/yearly)
  • Ledger and accounts setup
  • Investment tracking

Financial Planning

  • RDSP’s (Registered Disability Savings Plan)
  • RRSP’s (Registered Retired Savings Plan)
  • RESP’s (Registered Education Savings Plan)
  • TFSA’s (Tax-Free Savings Account)
  • Include – Budget and cash flow projections
  • Provide projections for retirement or specific savings scenarios
  • Budget creation and analysis
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