Corporate Tax Services and Planning:
  • Accounting services and financial statement compilation
  • Strategies to defer and save tax
  • Dealing with CRA (not!)
  • GST and employee benefit issues
  • Review and advice on challenges, options, strategy

This is where I can help you!

How do I get funds out of my company most tax-effectively?
Should I pay a dividend or bonus?
What expenses can I legitimately pay out of my company?
Have the tax changes affected my situation?

I prefer a preventative strategy in dealing with CRA. Of course, you can never be completely sure when your audit number will come up. However, you should be able to support and explain your position. And you want to stay away from anything that will put you in CRA cross hairs!

Part-Time Chief Financial Officer Services:
  • Record Keeping
  • GST Filing
  • Payroll and Employee Benefits
  • Personal and Corporate Tax Coordination
  • Financial Strategy

Some private companies engage me on a regular basis to look after all their daily accounting and financial requirements. I presently have two part-time assistants who help me with record keeping and accounting. I also have a network of professionals who I can call on for special expertise, such as complex tax, technology or financial issues.

Personal Tax Services and Financial Planning:
  • Individual
  • Deceased Taxpayers
  • Estate Returns

I prepare personal income tax returns (see attached article) and have twenty years experience with estate and deceased taxpayer returns. I e-file returns and handle any follow up questions with CRA. I work with my tax return clients during the year and encourage them to call me if they have questions or are doing a major transaction.

Personal Financial Planning:
  • Objective assessment of investment opportunities
  • Review of investments and net worth
  • Suggestions on investment and insurance products

I obtained my Certified Financial Planner designation in 2005 and have a good practical understanding of investment and insurance products. Since my fees are not commission-based, I can offer objective second opinion on other recommendations. I am also willing to discuss and independently assess financial planning needs.