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
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?
Our year-end accounting process includes:
- Year end reconciliations of important accounts and reviews of variances
- Financial statements built to suit your users and your accounting standards
- Preparation of your T2 Corporation Income Tax Return
- Preparation of any required returns for salaries and dividends (T4 or T5) and HST returns.
As required, we are also available to assist with bookkeeping during the year including:
- Bank reconciliations
- Processing your Accounts Receivable and Accounts Payable
- Setting up accruals at year end
- Payroll and bill payments
- Moving to new accounting systems and setting up a chart of accounts
We work with the Quickbooks and Sage 50 traditional suites and with the Quickbooks, Freshbooks, Wave and Bonsai online services
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