Services

I have been preparing personal income tax returns for friends and family members for over 10 years.

I have several clients who run their own businesses and I am well versed at preparing financial statement compilations to accompany T2125 - Schedule of Business or Professional Income.

I am also very familiar with preparing T776 - Schedule of Rental Income.

I am quite knowledgeable about excise taxes in Canada and could easily file GST/HST & (if applicable PST) returns as per filing requirements (landing tax).

I offer payroll services for small business of up to 15 employees. For businesses with greater than 15 employees, I highly recommend outsourcing payroll to a third-party payroll processing service.

Ancillary payroll services include: source deductions, WSIB, EHT and annual T4 preparation and T4 Summary filing.

Bookkeeping is without a doubt my strongest skill. My standard bookkeeping rate $40/hr.

I have experience with basic accounting software packages including: Sage 50 [formally Simply Accounting] & Intuit Quick Books.

I have advanced Microsoft Excel skills such as using macros and pivot tables to manipulate data and search for differences and reconcile discrepancies.

I can assist with estate planning or filing the final and estate income tax returns for deceased individuals.

I have friends and contacts that are lawyers and could put you in contact with a legal professional if this is something you require in relation to final planning.

* One of my very good friends is an estate lawyer.

I offer a free initial consultation where I can sit down with you to understand your business and its financial situation.

Often times when preparing financial statements, I see things that clients are not aware of and bring this to their attention to ensure clients have a complete financial picture of their business.

I can also help with personal finances such as creating budgets and income tax planning: minimizing tax liability by contributing to RRSPs.

Financial consultations regarding both personal and business affairs can be arranged.

In general most start-up businesses experience cash-flow constraints.

I can help offer solutions to find the right type of debt and ensure that required payments are made on time to avoid adverse impacts to credit ratings.