Powell Jones - Chartered Accountants
Tax, tax planning, accounting firm
- Notice to Reader,
Review Engagements and Audit Engagements for a variety of users including
owner-managers, banks, shareholders, taxation and other government agencies.
- Special purpose
reports to lenders.
- Pro-active co-ordination
of personal and corporate tax strategy.
- Estate, succession
and retirement planning.
- Corporate reorganizations.
- Utilizing Inter-vivos
- Preparation of
personal and corporation tax returns, estate and other trust returns.
- GST compliance.
- Research and Development
- Income tax appeals.
- Voluntary disclosures.
- Profit planning
and monitoring for businesses.
- Strategic business
- Analysis of company
strengths, weaknesses and opportunities (SWOT).
- Cash flow projections.
- Feasibility studies.
- Review of bank credit
facilities and services.
- Buying / selling
businesses; negotiating strategy; due diligence.
- Advising on Shareholder
Agreements and related insurance issues.
- Key employee retention
strategies and compensation review.
- We maintain a network
of contacts in the legal, real estate and financial communities to assist
our clients to solve multi-disciplinary problems.
- We have an association
with a U.S. Accounting firm to assist us with cross-border transactions,
financial reporting, tax planning and compliance.
- Financial reports
for negotiations or litigation
- Matrimonial matters,
estate matters, shareholder disputes.
- Insurance claims,
loss of income calculations, wrongful dismissal.
- Assessment of tax
- Insurance claims;
- Valuation services
for marital breakdown, shareholder disputes, Estate planning and insurance
- Critique of another
- Customized services
for seniors including bill payments, management of investments, co-ordinating
care services and other personal arrangements.
[Updated - February 6, 2008]
, tax planning