| Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description. As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed. |
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| Accounting Services |
| Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & financial statement preparation *Bookkeeping (Monthly/Quarterly/Annual) *Accounting system setup for new businesses *Compilation of financial statements *Audits and reviews |
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| Accounting Software Selection & Implementation |
| With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we have knowledge of many programs, either through personal experience, client situations or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs. |
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| Audits, Reviews and Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance: *Audit - an examination with the highest level of assurance *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use. |
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| Bookkeeping/Write-Up |
| Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. |
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| Business Consulting |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. |
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| Business Succession Planning |
| Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation. |
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| Business Valuations |
| A professional and objective business valuation is a necessary component of many transactions, such as purchase, sale or reorganization of a business, shareholder and partnership agreements, matrimonial settlements, or estate proceedings. Our experienced team will provide you with an objective and accurate valuation of your business assets and goodwill. |
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| Business planning to protect your wealth |
| It is prudent to plan for bad times while times are good or during the set-up and organization of your business. We have the tax experience and financial acumen to help you to protect your hard earned wealth. |
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| Cash Flow & Budgeting Analysis |
| A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. |
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| Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed. |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. 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 *Business process improvement *Computer systems *Financial & retirement planning *Estate planning |
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| Debt & Financing Services |
| Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. |
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| Disaster Recovery Planning |
| An unforeseen emergency, such as fire or natural disaster, can be devastating to your business. Our team of professionals will help you assess potential vulnerabilities and develop a plan to facilitate recovery from a crisis affecting your normal business operations. |
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| Estate & Trust Tax Preparation |
| Our team of professionals have considerable experience with the preparation of trust tax returns for estates as well as other type of trust returns. |
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| Estate Planning |
| 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 guide you through the complex process of getting your financial affairs in order. |
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| Federal and Provincial Sales Tax (GST, HST, PST and QST) |
| Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs. |
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| Financial Forecasts & Projections |
| Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. |
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| Financial Statements |
| We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. |
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| Foreign Property Reporting Obligations |
| Severe penalties may apply for not complying with reporting obligations for foreign reporting returns. If you determine that you (or your company, trust or partnership) has not complied, you may qualify under the voluntary disclosure program to have penalties waived. Personal use property, property used in carrying on an active business and property of a foreign affiliate are excluded from these reporting requirements. T1135 Reporting Return - This form must be filed to advise Canada Revenue Agency of foreign investments if the aggregate cost exceeds $100,000 at any time in the year. A filing obligation can apply to an individual, corporation, trust or partnership. The most common reportable foreign property includes: Foreign investments held in Canada such as shares of U.S. company held by a Canadian brokerage. Assets held outside Canada such as foreign bank accounts, foreign investments, interest in a foreign trust, interest in foreign real estate, loan receivable from foreign sources, intangible property and other property. Reportable property includes any property that is convertible to property listed above, or an interest in a partnership that owns property listed above. T106 Reporting Return - A filing obligation can apply to an individual, corporation, trust or partnership that is carrying on business, transacts with a non-arm's length foreign business and the fair market value of transactions exceed $1,000,000 in the year. T1141 Reporting Return - A filing obligation generally applies to transfers or loans to non-resident trusts or corporations controlled by such trusts. T1134/5 Reporting Returns - a filing obligation applies to investments in foreign affiliates. Generally, a foreign affiliate is a non-resident corporation in which a resident individual, corporation, trust or partnership holds an equity investment of at least 1% and together with related persons, total interests are at least 10%. Certain thresholds may apply to eliminate the filing obligation. |
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| Forensic Accounting |
| We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. |
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| Immigration and Emigration |
| Canadian tax law includes a number of special rules that apply to immigrants and emigrants. Our teams of experts are able to advise both individuals and corporations planning to establish or relinquish Canadian residency. |
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| Investment Review |
| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. |
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| Litigation Support |
| Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. |
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| Management Advisory Services |
| Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success. |
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| Mergers & Aquisitions |
| Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. |
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| Other Services |
| Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service. *Mergers & acquisitions *Corporate recovery *Asset protection *Debt Management *Business start-up or expansion *Bankruptcies *Litigation support *Cash flow forecasting *Employee benefit plans *Expert witness services |
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| Payroll Services |
| As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. |
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| Purchase and Sale of a Business |
| Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning. |
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| Research and Development tax refund claims |
| Most businesses have to continually improve their business by adding new products or making existing processes more efficient and effective. In many situations, the tax authorities provide considerable financial support to these companies. We can help you to identify where the opportunities for tax savings exist, guide you in the development of systems to capture and track the qualified activities, assist you with the preparation of the necessary reports to substantiate your claims and complete the appropriate tax filings. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Reviews & Compilations |
| We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance: *Review - some analytical procedures conducted with limited assurance *Compilation - based upon client information provided and used primarily for internal use. |
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| Tax Planning |
| Tax planning is an essential element of the tax preparation process. 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. |
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| Tax Preparation |
| Our significant investment in computerized tax preparation and research software enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. During the tax preparation process we are highly focused on striving to find opportunities to minimize our clients tax exposure. |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to 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. Tax services offered include, but are not limited to: *Tax planning for individuals and corporations *Return preparation for - Individuals - Corporations - Estates and trusts - Not-for-profit organizations *Provincial and federal commodity tax planning and compliance *Tax considerations in matrimonial settlements *Tax effects of buying/selling a business *Tax effective retirement and estate planning |
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| U.S. and International Taxation |
| A record number of Canadian businesses and individuals have cross-border interests. Our team of experts can assist you in understanding the tax rules that may affect those interests, and in planning accordingly. We are members of an international affiliation of accounting firms know as Integra International. Access to other Integra firms provides our clients with access to a team of global advisors. We regularly meet with our international counterparts and have direct experience working with them. |
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| Voluntary disclosures relating to income tax, sales tax, and other matters |
| Many businesses and individuals find themselves in situations where they have failed to properly prepare and or file the returns required. In such circumstances, they are exposed to taxes, interest penalties and prosecution. Voluntary disclosures may be initiated in situations where the tax authorities have not yet commenced an action against a taxpayer. By making a voluntary disclosure and "coming clean" it is possible to avoid penalties and prosecution. |
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