Tax Planning
- Personal/individual tax planning
- Owner-manager compensation planning
- Investments planning
- Disability tax planning (including Henson Trusts)
- Executive compensation planning
- Corporate tax planning
- Entity setup planning
- Reorganizations planning and execution
- Tax estimates on sale transactions and pre-sale planning
- Acquisition and sale planning
- Windups and amalgamations
Tax Compliance
- Personal Taxation – T1 returns
- Self-employed returns
- Corporate Taxation – T2 returns
- Trust and Estates Taxation – T3 returns
- Canadian Registered Charity Taxation
- Interacting with Canada Revenue Agency (CRA)
to best resolve tax disputes
- Making voluntary disclosure submissions to
the CRA and requesting taxpayer relief
- Tax slip preparation & payroll services
Bookkeeping & Accounting
- Bank reconciliations
- HST tracking and filing
- Payroll filings
- WSIB filings
- General journal entries (weekly/monthly/yearly)
- Ledger and accounts setup
- Investment tracking
Financial Planning
- RDSP’s (Registered Disability Savings Plan)
- RRSP’s (Registered Retired Savings Plan)
- RESP’s (Registered Education Savings Plan)
- TFSA’s (Tax-Free Savings Account)
- Include – Budget and cash flow projections
- Provide projections for retirement or specific savings scenarios
- Budget creation and analysis
