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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. (Click Service Title For Details)
Tax Services
Estate & Trust Tax PreparationEffective 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. U.S. and International TaxationA 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. Tax PreparationOur 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. Federal and Provincial Sales Tax (GST, HST, PST)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. Tax PlanningTax 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. Tax Planning & PreparationTax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax-minimization strategies to optimize your after-tax position. Payroll ServicesAs 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. Tax ServicesWe 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
Accounting Services
Reviews & CompilationsWe 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.
Financial StatementsWe 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. Accounting ServicesProviding 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
Profit Maximizer-Cash Flow and Budgeting AnalysisUsing the diagnostic resources of Profit Maximizer, we can find ways of improving the ever increasing tide of cashflow leakage. There is always room for improvement in any business! Check out our Company Health Check Program for more information.
Quickbooks Seminar and TrainingWe work closely with the team at Argyle Bookkeeping Services who are accounting software advisors. They have the expertise and experience to help you customize the training that fits your individual business needs. They will assist in setting up Quickbooks or Simply Accounting software in order to captures all of your business transactions and produce reports applicable to your specific business requirements. They will then provide comprehensive training that will enable the user to maximize the benefits of using a computerized accounting system.
Bookkeeping ServicesReduce overhead. Free up resources. Focus on functions that are core to your business growth. We can tailor a variety of monthly, quarterly or year-end back office accounting services and financial information management solutions to government and growing businesses. Let us work with our affiliated company Argyle Bookkeeping Service to ensure your year end is completed in a timely manner. What is the benefit of having your bookkeeping and accounting services all under one roof? Team collaboration - both companies works together as a team allowing us to have a complete understanding of your business and its requirements Reduces Accounting Fees - eliminates extra work at year end as the bookkeeping throughout the year is completed at a higher standard Increased Accountability - no more wondering who should be accountable, the bookkeeper or the accountant? We hold the responsibility from the time you drop off your paper work to the time your financial statements and tax returns are completed.
Consulting ServicesWe 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
Buying and Selling of BusinessesWe will assist you with your purchase and/or sale. We will review the details of the proposed purchase and analysis the activity to ensure you are making the right decision.
Canada Revenue Agency Dispute ResolutionWe provide assistance with your application under the rules of Voluntary Disclosure and with a government review or audit of your income tax filings. We will provide support in a professional manner that will ease your stress during the process and ensure that you rights are protected. More… (links to Unfiled taxes and CRA disputes)
Reviews & CompilationsWe 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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