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Taxation
If you only speak to your accountant once a year, you aren't getting the advice you need to keep your taxes to a minimum. We will review your situation and then plan for both the short and long term. We can help you by developing practical and creative tax strategies to minimize and/or defer tax.
We can assist you with:
- Personal, corporate, estate, and trust tax planning, and return preparation
- Representations to the Canadian and/or Provincial tax authorities
- Corporate reorganizations
- Goods and Services Tax
- Retail Sales Tax
- Payroll
Accounting, Auditing, and Bookkeeping
We can help you in presenting efficient, timely financial information prepared on a cost-effective basis:
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- Financial statement preparation and analysis and attach a "Notice to Reader," "Review," or "Audit" report as applicable
- Special-purpose audits
- Alan I. Stern, Chartered Accountant, is a QuickBooks Pro Advisor, and can provide you with QuickBooks training to acquire the skills that can be used to maintain a proper set of accounting records.
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Business Advisory Services
If you are beginning a new business, acquiring an existing business, or wish to expand your current business, we can provide you professional assistance with proper strategic planning including:
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- An analysis to determine if it may be profitable in the future
- Business plans
- Budgets
- Cash flow statements
- Financial forecast
- Financial projection
- Addressing business start-up issues such as business structure (i.e. corporation, partnership, or sole proprietor)
- Purchase and sale of a business
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Personal Financial Planning
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Personal financial planning is a continuing process. We can assist you in planning for:
- Personal tax
- Retirement
- Estate
- Education
- Cash flow
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Computer Services
Implementing a computerized accounting system requires careful planning.
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We can assist you with:
- Software selection
- Data conversion
- Data backup
- Staff training
- Ongoing support
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