Services
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.
Private Company Accounting & Advisory
We are dedicated advisors to private companies, committed to building strong, collaborative relationships with our clients. We understand that every business is unique, and we take pride in serving as a trusted partner in all financial and business matters.
Our team works closely with private company owners and bookkeepers to deliver clear, insightful financial statements designed to empower confident, informed decision-making.
In addition, we specialize in preparing corporate and personal income tax returns, with a focus on minimizing tax liabilities through taking the time to really understand the business to make sure all possible deductions are considered and strategic planning. We ensure full compliance with tax laws while helping you achieve your financial goals.
We’re here to support your success with personalized advice and practical solutions. Let us help you navigate your financial journey with confidence.
Assurance (Review Engagements)
We provide review engagement services to deliver limited assurance on your financial statements in accordance with Accounting Standards for Private Enterprises (ASPE). This service is more comprehensive than a compilation but less detailed than an audit, making it a practical middle-tier financial reporting option.
With our expertise, we ensure the review process is thorough and efficient. We take the time to understand your operations and internal recordkeeping systems, conducting procedures to confirm that the data in your financial records makes sense. Any discrepancies or missing items are investigated and resolved to ensure the reliability of your financial information. Our goal is to provide peace of mind while supporting your business’s financial reporting needs.
When Are Reviews Required?
Reviews are often requested by stakeholders who need a moderate level of assurance but not the detail of an audit. Common scenarios include:
- Bonding Companies: For businesses seeking bonds to guarantee performance.
- Banks and Investors: When moderate borrowing or investment amounts are involved.
- Funders of Not-for-Profit Organizations: Some funders may accept a review, although audits are more commonly required in this sector.
By providing review engagement services, we help meet these requirements while ensuring your financial statements inspire confidence in stakeholders.
Tax Planning and Compliance
We specialize in strategic tax planning and comprehensive compliance services designed to meet the unique needs of private businesses and their owners. Our proactive approach ensures you minimize tax liabilities while staying fully compliant with ever-changing tax laws. From crafting tailored strategies that align with your financial goals to preparing accurate corporate and personal income tax returns, we provide expert guidance every step of the way. Trust us to simplify the complexities of taxation, giving you confidence and peace of mind to focus on growing your business.
Our services include, but are not limited to the following:
- T1 Personal income tax returns
- T2 Corporate income tax returns
- GST annual and quarterly returns
- T4 and T5 information returns
- T3 Trust information and tax returns
- Terminal and estate returns
- Canada Revenue Agency audit requests
- Corporate wind-ups, amalgamations and reorganizations
- Family and personal trust planning
- Owner-manager remuneration
- Retirement and succession planning
- Intergenerational transfers of property
- Estate and inheritance planning and protection
- Establishment of a business in Canada
Address
11910 – 111 Avenue
Suite #121
Edmonton AB, T5G 0E5
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