
SOME OF THE THINGS WE DO FOR CLIENTS

WE HELP CLIENTS KEEP THEIR ACCOUNTING STRAIGHT
Choosing and setting up accounting and reporting systems
Monthly General Ledger posting
Monthly financial statements
Monitoring and coaching client accounting staff
Providing monthly or quarterly management reports
Preparing confidential payrolls
WE LOOK AFTER THE BASICS
Annual financial statements
Corporate, Trust, and Personal Tax Returns
Ongoing integrated tax planning
Special returns, T slips, GST
Tax projects such as rollovers, trusts
SOME OF THE THINGS WE HELP THEM PLAN FOR OR ACHIEVE
Wealth accumulation strategies,
Creditor protection,
Estate tax minimization and Will planning
Family wealth and income distribution planning
Long term tax planning
Reorganizations and trusts
Buying a business
Readying a business for sale
Coaching through deals