Corporate Tax Services and Planning:
- Financial statement compilation
- Strategies to defer and save tax
- Dealing with CRA
- GST and employee benefit issues
- Advising on challenges, options, and strategy
Some examples of where I can help:
How do I get funds out of my company tax-effectively?
Should I pay a dividend or bonus?
What expenses can I legitimately pay out of my company?
Have recent tax changes affected my situation?
Part-Time Chief Financial Officer Services:
- Record keeping and current financials
- GST filing
- Preparing payroll and remitting deductions
- Personal and corporate tax coordination
- Financial strategy
Some private companies engage me to deal with their daily accounting and financial requirements. I work with experienced staff who help me with the daily accounting. I also have a network of professionals who I can call on for special expertise, including complex tax, technology or financial issues.
Estate and Personal Tax Services:
- Individual personal tax returns
- Deceased taxpayer returns
- Estate returns
With the help of staff, I prepare many personal tax returns and have over twenty years experience with Estate and deceased taxpayer returns. I e-file returns and handle any follow-up questions with CRA. I am proactive in working with my tax return clients during the year.
Personal Financial Planning:
- Objective assessment of investment opportunities
- Recommendations on investment and insurance products
I passed the Certified Financial Planner exam in 2005 and have a good practical knowledge of current investment and insurance products. Since my fees are not commission-based, I can offer an objective opinion on different products.
