Client Services

Our firm offers taxation, accounting and consulting services to corporations, businesses, individuals and trusts. Michael Argue CPA, CA, CFP has taken the CICA In Depth Tax Program  and is a member of the Canadian Tax Foundation. We are a Licenced Public Accounting Firm.  We provide cost efficient services to our clients striving to maximize their cash flow through the effective use of tax planning and business growth strategies.  Below is a list of the services we typically provide to clients.
(Click service title for details.)

Tax Advisory and Consulting

Corporate and Business Tax Issues

Tax planning is an essential factor in growing your business.  By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.

  • Corporate reorganization
  • Incorporation of unincorporated businesses
  • Minimizing tax on the sale of shares of corporations by using the "capital gains exemption"
  • Utilizing corporate tax losses
  • Optimizing dividend/salary policy
  • Maximizing the use of the "small business deduction"
  • Rolling over shares to holding companies
  • Creditor proofing reorganizations
  • Mergers and acquisitions

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Tax Preparation Services

We take a proactive vs. reactive approach to tax services. We are current on new tax laws and legislation. We are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year including preparation of returns.

  • Tax planning for individuals, corporations and trusts
  • Return preparation for corporations
  • Return preparation for individuals
  • Return preparation for estates and trusts
  • Provincial and federal commodity tax planning and return preparation

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Estate Planning and Taxation Issues

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can take you through the process of getting your financial affairs in order.

  • Estate "freezing" of private corporations so that tax on death is minimized
  • Reviewing and advising on wills in order to avoid tax pitfalls and minimize taxes payable on death
  • Advising in connection with the formation and terms of family trusts created during the lifetimes of individuals
  • Planning aimed at minimizing exposure to probate fees on death
  • Planning issues re corporate-owned life insurance
  • Structuring shareholder buy/sell agreements
  • Other estate planning issues

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Real Estate Planning and Taxation Issues

Tax planning and consulting services including:

  • Ownership structures re acquisition of real estate
  • Minimizing or deferring tax on real estate gains
  • Maximizing utilization of tax losses
  • Capital gain versus income determinations
  • Principal residence issues
  • Creditor proofing real estate holdings
  • Other matters concerning real estate taxation issues

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Accounting Services

Accounting Services

We are a Public Licenced Accounting Firm and being such can provide your company with all levels of financial reporting including audits and reviews. We will provide your business with cost effective accounting services including the following:

  • Financial statement preparation
  • Audits of financial statements - Public Licenced Accountant Required to Issue
  • Review of financial statements - Public Licenced Accountant Required to Issue
  • Accounting system recommendations for new businesses
  • Business advice to help streamline your accounting system
  • Compilation of your records as needed
  • Other accounting services as needed

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Consulting and Other Services

Consulting Services

In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Business valuations
  • Buying/selling a business
  • Financial & retirement planning

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Tax Advisory and Corporate Accounting