Services


CUSTOMIZED SERVICES. EXPERT KNOWLEDGE.

I work with you to design a service package to meet your business or individual needs.

Tax

Planning and Advisory
T2 – Corporate Returns
T1 – Personal Returns
T3 – Trust Returns
T5013 – Partnerships
Various Required and Voluntary forms and filings
Correspondence with Canada Revenue

Financial and Advisory

Annual Compilation or Notice to Reader Financial Statements
Business and Strategic Planning
​Corporate Structures
Budgets and Forecasts
Analytics
Project and Cost Accounting

Sales Taxes

GST/HST Filings
PST

Bookkeeping

Monthly, Quarterly, or Annual Bookkeeping

Training

Development Seminars
In house bookkeeper and junior accountant training
​Excel