Personal Tax

 

For many, tax season could be extremely daunting. Whether if you are a student, a new graduate, a seasoned professional, self-employed, or retired, we have your best interest in mind. With comprehensive understanding of tax procedures and updated information on the newest credits and policies, we can help you minimize your taxes and the detours you take on your way to saving money.

Canadian Individual Tax

  • Self - Employed Business Owner / Professionals

  • Employed Individuals

  • Student

  • Retired

  • Rental Property Owner

  • Investors

  • People with Foreign Income

Non-Resident Tax

  • Immigrant - Entering Canada

  • Emigrant - Leaving Canada

  • Non-Resident Rental

  • Disposition of Real Property

Small Business Solutions

 

For small business owners, keeping your finances in line is extremely important for smooth operations. We offer services in areas of Book-keeping, Payroll, GST Preparation and Filing, Small Business Accounting, as well as consulting and planning to ensure that you are aware of all updated policies and regulations. We leverage financial tools to help you maximize profit and look your absolute best to investors.

Bookkeeping Service

  • Data entry

  • Bookkeeping using Microsoft office, QuickBooks Online and SAGE

  • Add financial information to journals and ledgers

Payroll Service

  • Prepare payroll and CRA remittance

  • Prepare T4 Slips

GST Preparation & Filing

  • Providing services related to GST to small business owners

Small Business Accounting

  • Manage banking activities including deposits and EFT or credit card vendor payments, cash flow and reserve balances

  • Conduct monthly reconciliations of corporate credit card account, petty cash

  • Maintain a filing system to keep detailed records of financial transactions

  • Manage the full cycle of bookkeeping - maintain the general ledger and post transactions

  • Create statements and reports, as requested

U.S. Cross-Border Tax

 

Often much more complex than domestic tax reporting procedures, we can assist you with filing US Individual Income Tax Returns or US Corporate Income Tax Returns. Sitting down with us, we will will walk you through your options and the pros and cons of each, especially if you have a dual citizenship. Our clear processes and information will make you feel on top of your taxes and finances immediately.

Foreign Income Tax Return

  • Canadian and US Dual Citizenship

  • US Citizen or Green Card Holder living in Canada

  • Canadian Owner of US Rental Property

  • Canadian Owner of US Businesses

  • Canadian Working in the US

  • Canadian Student in the US

  • US Corporate Income Tax Return

Financial Advisory

 

More info to come.

Tax Planning

 

When it comes to finances, planning always give you the best result. Why wait until you have very few options during tax season? Meet with us through-out the year and we can help you discern the financial footsteps you should take to reach your goals faster. Whether that’d be to open a small business, invest into your retirement, leverage a home-buyers plan, either way, we are there to plan it with you - so there are no surprises in March or April.

Disclosure of Foreign Assets

 

More info to come.