By: Alan I Stern Ca  09-12-2011
Keywords: Accounting, Computer Services, Strategic Planning


If you only speak to your accountant once a year, you aren't getting the advice you need to keep your taxes to a minimum. We will review your situation and then plan for both the short and long term. We can help you by developing practical and creative tax strategies to minimize and/or defer tax.

We can assist you with:

  • Personal, corporate, estate, and trust tax planning, and return preparation
  • Representations to the Canadian and/or Provincial tax authorities
  • Corporate reorganizations
  • Goods and Services Tax
  • Retail Sales Tax
  • Payroll

Accounting, Auditing, and Bookkeeping

We can help you in presenting efficient, timely financial information prepared on a cost-effective basis:

  • Financial statement preparation and analysis and attach a "Notice to Reader," "Review," or "Audit" report as applicable
  • Special-purpose audits
  • Alan I. Stern, Chartered Accountant, is a QuickBooks Pro Advisor, and can provide you with QuickBooks training to acquire the skills that can be used to maintain a proper set of accounting records.

Business Advisory Services

If you are beginning a new business, acquiring an existing business, or wish to expand your current business, we can provide you professional assistance with proper strategic planning including:

  • An analysis to determine if it may be profitable in the future
  • Business plans
  • Budgets
  • Cash flow statements
  • Financial forecast
  • Financial projection
  • Addressing business start-up issues such as business structure (i.e. corporation, partnership, or sole proprietor)
  • Purchase and sale of a business

Personal Financial Planning

Personal financial planning is a continuing process. We can assist you in planning for:

  • Personal tax
  • Retirement
  • Estate
  • Education
  • Cash flow

Computer Services

Implementing a computerized accounting system requires careful planning.

We can assist you with:

  • Software selection
  • Data conversion
  • Data backup
  • Staff training
  • Ongoing support

Keywords: Accounting, business advisory, Business Advisory Services, Computer Services, Creative Tax Strategies, Personal Financial Planning, Professional Assistance, Strategic Planning,

Contact Alan I Stern Ca

Email - none provided

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