Services
Areas of expertise
Services are grouped below. Assurance engagements are performed under a public accounting licence; the specific standards applied — CAS for audits, CSRE 2400 for reviews, CSRS 4200 for compilations — are identified in each engagement letter and report.
Assurance & reporting
Performed under a public accounting licence, in accordance with the CPA Canada Handbook.
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Audit engagements
Financial statement audits conducted under Canadian Auditing Standards, with an opinion on whether the statements are free from material misstatement.
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Review engagements
Limited assurance engagements under CSRE 2400, providing a conclusion based on inquiry and analytical procedures.
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Compilation engagements
Financial information compiled under CSRS 4200, with no assurance provided and the basis of accounting disclosed.
Tax compliance
Federal and provincial filings for corporations, individuals, trusts and estates.
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Corporate tax — T2
Preparation and filing of corporate returns and schedules, including instalment planning and notice-of-assessment review.
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Personal tax — T1
Returns for salaried filers, self-employed individuals, investors and rental property owners.
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GST/HST filings
Registration, periodic returns, input tax credit review and reconciliation to the books.
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Estate & trust returns
Terminal returns, T3 trust returns and clearance certificate applications.
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US cross-border filings
Coordination of Canadian and US obligations for dual filers and corporations with US activity.
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CRA audit support
Correspondence, document assembly and representation through review, audit and objection stages.
Books & operations
Ongoing record-keeping so that reporting and filing deadlines can be met without a year-end scramble.
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Bookkeeping
Monthly or quarterly record-keeping, bank and credit card reconciliation, and year-end working papers.
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Payroll
Payroll calculation and remittance support, T4 and T5 preparation, and ROE assistance.
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Incorporation & setup
CRA account registration, opening balance setup and chart of accounts design for newly incorporated businesses.
Advisory
Discussed in the context of your own facts; recommendations are documented in writing.
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Tax planning
Review of remuneration mix, dividend and salary timing, and available deductions and credits under current legislation.
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Structure & reorganizations
Assessment of holding company, family trust and share structure options, coordinated with legal counsel where required.
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Financial reporting support
Assistance with accounting policy selection, lender reporting packages and internal management reporting.
Descriptions on this page are general information about services offered and are not accounting, tax or legal advice. Outcomes depend on your specific facts; nothing here should be relied on without a professional review of your circumstances.
Not sure where your situation fits?
Describe what you need and the fit can be discussed before any engagement is accepted.
