Client Services
Tax Advisory and Consulting
Corporate and Business Tax Issues
Tax planning is essential 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
Tax Preparation Services
Taking a proactive rather than reactive approach to tax services, we are current on new tax laws and legislation. Our team can 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
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
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
Accounting Services
Accounting Services
We are a Licenced Public 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 - Licenced Public Accountant Required to Issue
- Review of financial statements - Licenced Public 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
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
