Accounting & Tax Services
If you want hands-on accounting services delivered by a down-to-earth professional, you’ve come to the right place. Learn what I can deliver for you or your business when it comes to tax planning and preparation, document creation, and financial oversight.
Corporate Tax Return Preparation & Year-End Financial Statements
Filing your corporate taxes and completing year-end financial statements gives us an opportunity to provide you with an up-to-date financial health check in every year. Having clarity and expert advice for your corporate taxes takes a considerable burden off your shoulders. I’ll complete the preparation of your taxes and year-end statements and review them with you directly, answering any questions and helping you interpret the numbers so you have everything you need to make confident decisions this year.
As part of your extended team, I make the calculations and submit the necessary documents that keep your business running smoothly. I have simple and streamlined processes that will make sure your T4, T5, and GST filings are completed accurately and on time every time. Better yet, it requires very little communication or effort from you, which means you can cross this off your to-do list.
T4, T5, and GST Filings
The landscape of personal and income taxes is ever-changing, and it can be difficult to keep up. Add in the challenge of trying to interpret the CRA’s taxation rules and apply them to your very unique situation, and it can quickly feel overwhelming. Working with me means you get all the benefits of my up-to-date knowledge, including how new rules and benefits can apply to your specific situation. I’ll gather all the information we need to ensure you keep as much of your personal income as possible while also being confident that we’ve complied with all the rules.
Personal Tax Return Preparation
Leaving a legacy is important, but estate tax preparation has some complexities that require someone with a strong focus and plenty of experience. This is one of the services I love offering most because I can help people ensure their legacy is protected. We’ll look at the valuation of the estate to ensure it is accurate, calculate taxes, and strategically plan to minimize taxes for beneficiaries. I’ll help ensure that the deceased individual’s tax burdens are reduced wherever possible, leaving as much as possible to the causes they care about or to the next generation.
Estate Tax Preparation
Need someone to talk to about your numbers? Sometimes, a second opinion or a few questions can help you gain all the clarity you need to make financial decisions confidently. We can talk about whatever is on your mind, whether it’s related to how you make financial decisions, retirement planning, business structuring, or virtually anything else. My goal is always to help you walk away with valuable insights that give you more power over your financial health.
Tax & Financial Consulting
Meet Our Trusted Partners for Bookkeeping Services
When you need essential bookkeeping services to support your financial planning and reporting, we have a list of highly trusted and carefully vetted professionals we can recommend. Ask about your bookkeeping needs so we can make a professional recommendation!