- Individuals, Sole Proprietors, Partnerships, Corporations, Estates & Trusts
- Income Tax Returns – including personal, corporate & trust returns
- Tax Adjustments, Elections, Clearance Certificates
- Tax Planning:
- Business – including corporate reorganizations, purchase and sale of a business, partnerships, incorporated and unincorporated businesses, succession planning, etc.
- Personal – including transfer of property among family members, capital gains deduction, death and estates, US estate and gift taxes, charitable gift planning,
persons arriving in or leaving Canada, etc.
- Trusts – including inter-vivos and testamentary, family, spousal, henson, disability, alter-ego, joint-spousal, charitable, etc.
- GST, PST, Payroll Tax
Consulting and Advisory:
- Financial Statements
- Accountings for Estates, Power of Attorneys, and Committees
- Payroll, Tax Slips and Summaries, Books and Records
- Business Valuations
- Business and Corporate Structure Planning – including start-ups, proprietorships, partnerships, corporations, and corporate reorganizations
- Business Finance – including cost analysis, cash flow management, capital budgeting, and capital structure
- Personal Finance – including estate and retirement planning, budgeting and debt management