MENU OF CLIENT SERVICES
Business Consulting
- Assistance in development of strategies and action steps to improve business operations, marketing assistance, measuring and monitoring results, cash flow projections and setting appropriate targets
Income Tax
- corporate tax planning and preparation of corporate income tax and capital tax returns
- tax rollovers and reorganizations
- personal tax planning and preparation of personal income tax returns
- review of your situation to develop tax minimization strategies
- preparation of final personal and estate tax returns required on death
Year end Financial Statements
- preparation of year end financial statements for corporations, partnerships and professional practices on a compilation, review or audit basis
Personal Financial and Estate Planning
- review of your situation to develop strategies to achieve your goals and minimize taxation on the transfer of wealth between family members and others
- will planning and strategies for achieving retirement and other financial goals
Purchase and Sale of Businesses
- Assistance with buying or selling a business including determining appropriate selling prices under various alternatives, valuation services, acquisition strategies and negotiation assistance
Valuation Services
- We provide assistance in valuing various business entities as required by the Income Tax Act and others to support transfer prices, rollover agreements, litigation support in marital disputes and other areas where a proper business value is required
Bookkeeping and Payroll
- summarize transactions and reconcile bank accounts
- preparation of monthly or quarterly financial statements and general ledgers
- preparation of GST, PST and WCB returns
- preparation of periodic payroll cheques, journals and remittances
A member of the Chartered Accountants of British Columbia 
