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Services We Provide
In our practice, we focus on working with business owners of private corporations of every industry, individuals & professionals.


A
Tax Services
Personal Income Tax Preparation Trust Income Tax Preparation
Corporate Income Tax Preparation Tax consultation, planning and minimization
HST Return Preparation  


B
Financial Statements & Accounting
Review engagements (unaudited financial statements) Accounting for Trusts
Notice to Reader Report (unaudited financial statements)  


C
Eldercare / Prime Plus
This is a unique, customizable service designed to assist the elderly and disabled person maintain their lifestyle and financial independence. This service can include:
Budget & financial planning Long term care
Payment of household & lifestyle expenses Retirement planning
Structuring & funding trusts Estate planning
Tax planning and preparation


D
Financial Planning
We provide objective financial planning services and work with a team of experts in the fields of insurance, legal and investments to help you manage your risk and maximize your after-tax return. These include:
Development of a Financial Plan RESP Strategies
RRSP/RRIF Strategies Risk Management Strategies


E
Estate Planning
Estate Planning's objective is to maximize the amount of the estate for your beneficiaries and minimize probate fees and income taxes. This is custom designed to each person's priorities & the estate plan is reviewed regularly and revised, if necessary, to adjust to changing needs, tax and government regulations. Estate planning is not just for the elderly, anyone who wishes to protect & provide for their dependants, in case of mishap, should establish an estate plan.


F
Purchase & Sale of Business
If you are considering a purchase or sale of a business, you should consult with an accountant and lawyer. We work with specialists in Business Valuation to assist you in determining a "fair price". You can take advantage of legislation to minimize taxes on sale or maximize write-offs available on your purchases.


G
Real Estate
We assist clients with the accounting and tax reporting of their Residential and Commercial real estate investments. We prepare budgets and common area cost reconciliation for Commercial properties, and income tax reporting for Residential properties.