Services
A full range of tax & accounting services to support your business
Sole Proprietor & Individual Tax
We help sole proprietors and individuals with:
- Self-employment income or commissions for small business owners, consultants, real estate agents;
- Rental property income;
- Work-from-home arrangements with your employer;
- Disability tax credit claims and medical expenses paid for a dependent family member;
- Estate and trust returns for executors;
- Personal tax returns.
Corporate Tax
Corporations are all about planning.
We provide a full range of services around your business, including T2 Corporate Tax Returns, preparation of T4s and T5s for payments from the corporation, HST returns and more.
We also help answer the important questions to optimize your use of a corporation including:
- How should you pay yourself from the Corporation?
- Will a Salary or a Dividend offer more advantages?
- When should you leave money in the Corporation?
- How do you compensate family members involved in the business?
Accounting & Year-End Services
Our accounting services provide clear, reliable year-end reporting tailored to your stakeholders–owners, lenders, investors, or regulatory bodies.
We offer:
- Year-end reconciliations of key accounts and variance analysis;
- Preparation of financial statements, designed to meet user needs and relevant accounting standards;
- Compilation Engagements (Notice to Reader) prepared under current CSRS 4200 standards;
- Review Engagement financial statements, including analytical review procedures and inquiry-based assurance;
- Lender-ready reporting suitable for banks, credit unions, BDC, and other financing institutions;
- T2 Corporation Income Tax Return preparation;
- Preparation and filing of T4s, T5s, and other required information returns.
We can also collaborate directly with lenders or advisors to ensure your statements meet borrowing, covenant, or application requirements.
Bookkeeping Services
Accurate, organized books are the foundation of strong financial reporting.
We support your business throughout the year with:
- Monthly bank and credit card reconciliations;
- Processing and reconciling Accounts Receivable and Accounts Payable;
- Payroll support;
- HST filings and ongoing compliance
- Year-end accrual setup to ensure accurate reporting;
- Support with system migrations, including setting up a chart of accounts and implementing best-practice workflows.
We work primarily with QuickBooks Online, and with integrations with POS systems including Square, Clover and others.
Consulting
We provide consulting services to organizations of all sizes, supporting your accounting team's function during transitions or during staff changes. We are available for a variety of services including:
- Month and Year-End closing procedures;
- Catch-up accounting and filing of outstanding returns;
- Reconciliation of accounts and identifying problems;
- Preparation of year end working papers for auditors;
- Consulting on accounting systems in use and assistance with transitions to new systems.