New Clients Welcomed
We help our clients make sense of financial statements, corporate & personal taxes, financial management, business valuations, estate planning, and a variety of other accounting matters. Our goal is to simplify your finances so you can focus on what matters to you – whether it’s growing your business or planning for your future. We offer:
- Corporate Accounting and Tax Preparation Services
- Scientific Research and Experimental Development (SR&ED) Consulting
- Financial Management for Companies and Individuals
- Estate Planning
- Individual Tax Planning and Preparation
Online and Cloud-Based Accounting
We can assist with the transition to cloud accounting software or help keep you updated with your existing program. Using cloud accounting is an efficient way to work with us and your bookkeeper. You can access your financial information from your phone, tablet, laptop or desktop at anytime. We help our on-line clients keep on-track and be ready for tax time. We work with most cloud accounting software packages including: QuickBooks Online, Sage One, Freshbooks, AccountEdge, Xero, Wave, and others. These online programs make organizing your bank and credit card transactions easy, allowing you to access your financial information from any device.
Be Aware of CRA Tax Scams
New tax scams are made-up every day. Be wary when you receive any kind of communication from the Canada Revenue Agency. If any CRA correspondence asks for personal information such as your social insurance number, credit card, or bank account number be suspicious. THESE COMMUNICATIONS LOOK AUTHENTIC. CRA will never ask you to go to a link and disclose personal information. The scam will assert that your personal information is needed so that you can receive a refund or a benefit payment (some also involve threatening language). Other communications will ask you to visit a fake CRA website where you are asked to verify your identity by entering personal information. These are SCAMS and you should never respond to these fraudulent messages or click on any of the links provided. To read more about what to look for visit the CRA website.