Assurance
In addition to corporate and individual taxes, we also offer assurance services. There are 3 primary types of assurance and we offer them all. We prepare a notice to reader files, also known as compilations. We also conduct review engagements. Finally, we offer audit services. If you just need a notice to the reader or a compilation, you would typically equip us with your physical records or access to them digitally. As we work through your file, you can expect requests for documents, we need in ensuring we account for your transactions properly.
Personal taxes
If you are part of a joint venture or a co-tenancy and need to fill out a form 776 in your T1, your personal tax return, we can help do that and optimize your claim for CCA, capital cost allowance without risking excess capital gains when you sell. If you sold a principal residence and would like to optimize your exemption from personal taxes, we can help. If you trade in options and are not sure if your income is taxed fully or only as capital gains, give us a call. If you would like to optimize the use of your office at home to reduce your tax bill, give us a call.
Investment companies
We also have a lot of experience with holding companies, also known as investing companies. Whether you hold shares of a sister corporation or an arm’s length corporation in your company or whether you hold marketable securities in your corporation, we can help you with your accounting and tax filings. If you just collect interest or if you receive dividends and need to report accurately, we can help you.
Small / Medium business
We have helped many types of small businesses with their accounting and income tax needs. We take a very thorough approach, giving care to details that all too often prove to be game-changers. We can help with accounting for professional corporations such as accounting for doctors, accounting for dentists, accounting for lawyers or accounting for engineers.
