Services

Accounting and Assurance
  • Annual compilation of financial statements along with Notice-to-Reader report
  • Auditing services for clients in travel, high tech, wholesale, and manufacturing industries
  • Review engagements for clients in supermarket, insurance, wholesale, and manufacturing industries
  • Book-keeping and Payroll preparation
Tax Compliance
  • Corporate (T2) and individual (T1) tax return filings (E-file)
  • Scientific Research & Experimental Development (SR&ED) tax credit claims
  • T4, T5, T5013 (Partnership slips) and non-resident slip filings
  • GST and PST return filings
  • Dealing with government agencies on tax objections and appeals
Tax Planning
  • Corporation tax – advice and planning
  • Personal tax – advice and planning
  • Integrated personal and corporate tax planning
Corporate Advisory
  • Company formations
  • Strategic planning
  • Preparation of business plan for commercial loan application
  • Cash flow projections and budgets
  • Corporate health check through the evaluation of strengths and weaknesses of various aspect
  • Evaluation on financial and management impact of business decisions
Personal Finance
  • Purchasing or selling of a business
  • Retirement and wealth management planning
  • Estate planning
  • Elderly care services