Individuals, families, and private business owners are the primary focus of my practice in Calgary. Your business is my business. Every day I focus on the same issues that you face each day.
Each year I focus on the following for each client:
Formats are either:
My goal is to simplify each client’s financial and tax processes at every opportunity.
Planning is a high impact activity where a Chartered Professional Accountant is capable of making a significant difference for business owners available cash. My goal is to ensure each client has an active tax plan for BOTH:
Let me think through your tax issues while you focus on customers, margins, and opportunities.
Once I learn more (by listening well … ) about my client’s business goals and personal/family needs, I look forward to explaining, in plain English, how tax effective structures such as Holding Companies and Family Trusts are capable of providing useful solutions to many common tax and liability concerns faced by business owners. This part of my services has the dual goals of tax optimization and “stress management”.
You can have your proposed business arrangement reviewed by an experienced Chartered Professional Accountant and receive independant feedback on issues such as:
Service in this area means reducing business owner stress by guiding each client through CRA’s annual maze of compliance dates and requirements. My contribution is to give my client confidence in the area of CRA compliance.
If clients are behind on filing previous years returns or responding to CRA inquiries, a Chartered Professional Accountant can provide independent advice on the most effective approach to resolving the issue. I can guide clients through the process of using appropriate CRA dispute resolution programs including but not limited to:
I can provide complete compliance advice for your Company’s GST, T4, T5 and T5013 Partnership returns.
Tax planning and due diligence for Buyers or Sellers.
I implement each business owner’s preferred solution to creating accounting records. This could include: