Accounting Services

Accounting Services

Accounting & Tax Services

I work with a number of clients in providing a full suite of business and personal tax services.  My approach is client focused and practical. I emphasize a team approach in my work, making sure we never lose focus on the “big picture”.  To accomplish this, I offer the following services:

  • Notice to Reader and Review Engagement financial statements
  • T1 Personal Income Tax Returns
  • T2 Corporate Income Tax Returns
  • T3 Trust Information Returns
  • T3010 and T1044 Not-For-Profit Information Returns
  • T4 and T5 Returns
  • U.S. Tax reporting (through contracted services with another accounting firm)

Business Advisory Services

Owning a business is not just about year end compliance and filing tax returns.  It is about putting in the daily sweat equity to make the business grow and successfull.  I understand that and work with my clients on the same basis as my clients work their businesses: 24/7/365. My practice isn’t 9 to 5, Monday to Friday.  It’s when my clients need me.  It’s about being a key part of my client’s advisory team.  Services I provide on an ongoing basis to my clients include:

  • Business purchase and sales
  • New business start-up assistance and coaching
  • Budgeting and cash flow analysis
  • Business planning and development
  • Business reorganizations and estate planning (with the assistance of contracted services from another accounting firm)
  • Contract assistance to bankruptcy trustees on corporate insolvency engagements

It is important to understand that my business practice is not a “one and done” service provider.  If you are looking for an accountant to just do a year end and tax return and then not be involved until the next year end, then I’m probably not the best choice for you.  I will be in regular contact with you, and will always be available when you need me, to address issues on a timely basis.