We understand your need to have timely and personalized attention, which we as your financial advisors are able to provide with value and creativity. We are your complete advisory firm, governed by the laws of the Canadian Institute of Chartered Accountants and the Institute of Chartered Accountants of British Columbia. You can be assured of the quality of services we provide, as our firm is reviewed by those governing bodies regularly. Our firm’s most recent review, held in September 2004, was successful, and we are pleased to implement any recommendations provided by the ICABC reviewer to better serve our existing and future clients.
We don’t stop at providing income statements and balance sheets for our clients. We give you as much accurate and timely information possible for you to make sensible decisions for your business. Each business is distinct, so the financial information you need may not be the same as the information needed by other clients. We use our business and accounting knowledge to work with our clients in finding opportunities to improve their business.AUDIT
We provide audit assurance services for various organizations, most often in compliance with a certain governing body. Recent engagements include audits for political parties, law firms, non-profit organizations, real estate agencies and property management companies.TAX
In addition to preparing personal and corporate tax returns before the deadlines, we work with our clients to legally reduce their taxes, by taking full advantage of current tax laws. Careful planning and effective strategies help us achieve that goal. The following are tax services that we have successfully provided our clients:
- Corporate reorganizations
- Tax planning for high net-worth individuals
- Optimal income splitting within family corporations
- Remuneration planning for owner-managers and their staff
- Representation of taxpayers before CCRA and other taxation authorities
We want our clients to be successful with their business ventures, and therefore provide advice and other services which will help them grow and prosper. Essential areas for consideration, especially for small business owners, include remunerating key employees, monitoring expenditures, and obtaining financing. The following are services that we have provided our clients to help improve their business:
- Cash flow forecasts
- Compensation arrangements
- Buy/sell agreements
- Lease/buy analysis
- Business plans
- Financing services
- Start-up assistance
- Business succession plans
- Acquisition valuations
RETIREMENT and ESTATE PLANNING
Our clients have specific retirement goals, and we do all we can to help them achieve those goals. Whether the client needs help selecting the appropriate retirement vehicle, preparing a retirement plan, or structuring a tax effective retirement savings plan, our accountants have the experience and creativity to provide personalized services.
Our clients are also faced with the difficult decisions of how their assets will be distributed following death, so our firm is there to help preserve as much of their estate as possible. We highlight and take advantage of tax laws regarding asset transfers to the next generation, so to help the clients provide the financial security they want for their heirs. In addition to filing estate tax returns, we have also identified client objectives for the preservation of assets, evaluated life insurance needs, and planned for liquidity of estates, including assistance with the estate administration.