Individuals, families, and private business owners are the primary focus and business of my practice. I am not focused primarily on servicing large clients and work with individuals and “small business ” if I have free time left over. Your business is my business. Every day I focus on the issues that are also your issues.
From time to time, families may find it helpful to seek input from a Chartered Professional Accountant to ensure:
From time to time, families may find it helpful to seek input from a Chartered Professional Accountant to ensure:
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 will ensure your family’s return claim and optimize the various transfers of deduction and tax credits that can be transferred between family members.
I can efficiently complete ALL of your income tax requirements. Call me if you are looking for a highly trustworthy individual who will explain everything I do for you.
I can review business expense deductibility , ensure proper tax treatment of capital purchase, and help evaluate whether incorporation would further optimize your business activity.
I can ensure you have properly implemented CRA’s specific restrictions on expense deductibility.
Complex investment portfolios – a Chartered Professional Accountant can assist with complex investment portfolios by:
I can review rental expense deductibility , ensure proper tax treatment of capital purchases, and develop a plan to understand and optimize the taxation of possible future capital gains when sold.