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Preparation of Annual Financial Statements |
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There are may users who have a vested interest in your financial statements. Financial institutions, the federal and provincial governments' rely upon the financial information that has been prepared of your business. It is important that you choose the right Accountant in Toronto. I will ensure that your statements are accurate. As we know, choosing the wrong Accountant can be a very expensive mistake.
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Notice to Reader (compilations) Engagement |
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In a Notice to Reader, the financial statement is compiled from information provided by management or owner. In this report we will be acting as Management Accountants and not as auditors. There is no attempt to audit, review or verify the accuracy or completeness of information. There is a disclaimer indicating that the report may not be appropriate for other purposes. Every page has "Unaudited - see Notice to Reader".
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Review Engagement |
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In a Review, the report is prepared in accordance with Generally Accepted Accounting Principles. A review is performed with an objective state of mind and states an opinion as to whether the report is in accordance with GAAP. A review does not constitute an audit.
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Small Business |
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I specialize in providing Accounting and bookkeeping services to small business owners. Also, I advise the self-employed on start up situations. I will advise you on structuring and tax planning considerations during the start-up or acquisition phase. My work is performed with due diligence investigations. I will ensure that your business is provided with timely and relevant data to help grow and market your business.
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Corporate Tax Preparation |
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As a tax specialist, I provide corporate tax services in a number of areas including: manufacturing; research and development; benefits to shareholders; transfer of property to a taxable Canadian corporation; section 85 rollovers; capital dividend account elections; corporate reorganizations; purchase or sale of a business; partnerships; death of a taxpayer; trusts; transfer of property among family members and other complex matters.
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Personal Tax Preparation |
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My personal tax clients cover a variety of different tax issues including: income from employment; investment income; limited partnerships; rental income; business income; professional income; old age benefits; tax return amendments; objections and appeals; allowable employee expenses.
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Financial Management |
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I will assist you to formulate and formalize a business plan. This is accomplished by way of mutual cooperation between the client and us. I will prepare realistic earnings and cash flow projections from your proposed ideas. Together we will meet with your banker or arrange contact with a bank if required.
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Software installation and training |
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Software consultation includes step by step instructions. On site consultation is available.
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Services
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