QUALITY ACCOUNTING SERVICES
An Expert in Everything You Need
PERSONAL INCOME TAX
Income tax preparation for the families and individuals
Starting with a big picture analysis at our first meeting we will develop a strategy for your income taxes that will ensure you are using all available credits and programs and not leaving anything on the table in terms of tax savings for you or your family. Donations, medical, tuition, RRSP's and more can be claimed strategically in order to maximize your tax benefit;Â we will ensure this is done each year by reviewing your situation annually. In addition I am around all year if you ever have questions or concerns, not just at tax time!
CORPORATE INCOME TAX
Corporate income tax for small to medium sized enterprises and owner-managed companies
I specialize in assessing owner-managed and medium sized companies for tax saving opportunities with integrated tax planning from a personal and corporate perspective. This includes discussing salary/dividend strategies each year for owner-managers as well as other tax savings opportunities. Currently I serve clients in Edmonton, Fort Saskatchewan, British Columbia and am open to travelling to you and working around your schedule, not just during office hours, to discuss strategies for your business!
FINANCIAL STATEMENT PREPARATION
Notice to Reader financial statement preparation and specified financial analysis and reporting
Currently offering Notice to Reader and financial statement reporting for small businesses and corporate groups as well as non-for profits. In addition to Notice to Reader I offer specific financial reporting on areas of the financial statements as well as financial analysis for the purposes of separation income assessments and other related services.
SPECIFIC FINANCIAL REPORTING AND ANALYSIS
For separation settlements and on specific areas of the financial statements
I am pleased to offer this as a recently added service! I have performed several financial statement and other income analysis for separation agreements and am confident that I will be able to see through the clutter and get to the substance of the financials so that you receive a fair settlement, regardless of the state of records.
BUSINESS COMPLIANCE FILING
Everything from GST, Payroll, WCB, T5018's Subcontractor Payments, Alberta and Extra-Provincial Annual Returns,
I am able to offer all of these services integrated into your financial statement and income tax preparation or work in tandem with your existing bookkeeping team to ensure that these are all filed in a timely manner so your business can remain on track and functioning without being encumbered with any of these obligations.
BOOKKEEPING
For owner-managers and small to medium sized companies
When I prepare your bookkeeping, in addition to knowing everything firsthand about the company, I am able to get a in-detail view and understand the company on a micro level so that we can develop a strategy going forward to accomplish your financial goals. I am also pleased to work with your existing team to ensure yearly adjustments and all other facets of the accounting are incorporated so bookkeeping is the least of your concerns!