Business and Personal Tax planning
Our expert advice will allow your to sort out your finances for the future.
Estate planning is an essential part in keeping your finances in order. With the many complications that come with estates, it is important that your options on how to arrange your affairs so everything transpires with the least cost (tax and probate) to accomplish your objectives.
Corporate Tax Returns
Corporate Tax Returns are required annually, so it is important that they are done right and that tax planning is done to optimize your specific situation,
Personal Tax Returns
Everyone knows the confusions and frustration that comes with preparing personal tax returns. Allow us to prepare it for you and save your worries for other parts of life and ensure that you file all that is required.
Trusts are often used to reduce taxes by utilizing the low rates of tax by other family members or for estate planning purposes.Â We can show you how to properly utilize Trusts and we will prepare the returns as well.
With our assurance engagements we will provide you professional opinions that will allow you to make better decisions and comply with your banking requirements.
Financial Statement Preparation
Financial Statements are an important benchmark each year to determine how your business is doing.Â They are used in providing information to management, the tax department and the bank to keep track of the business.
Financial Statement Analysis
Analyzing financial statements will give you insight into where your business is doing well, and where it can do better.Â Having professional assistance backed with years of experience often results in getting the most out of your time.
Compliance Engagements and reports
The bank often requires as part of its lending process that the financial statements are reviewed or audited.Â We will work with you to get the bank what they require.
If required we will assist you in planning for and preparing your GST refunds.
Assist in Accounting Software Selection
Sometimes it is better for your business to allow us to perform the bookkeeping for your, however if you would prefer to do it yourself we can tell you the optimal program you will need to get the job done.
Mergers, Acquisitions and Corporate Reorganizations
The evolution of a business can be complicated. There are often several aspects that need to be addressed to determine the best course of action for every party involved at acquisition, growth and sales. By allowing us to review the details we can suggest to you the optimum route to take.
Business Succession Planning
Business succession planning is a pivotal factor when attempting to create a smooth transition between business owners, or between generations.