• Assist in the compilation of information and preparation of sales tax returns tailoring our services to your requirements from full HST reporting to assistance with compliance issues.

• Assist in the compilation of information and preparation of sales tax returns tailoring our services to your requirements from full HST reporting to assistance with compliance issues.

• Assist with a variety of accounting and management software suitable for agricultural or small business enterprises and provide electronic maintenance advice.
• Assist those who prefer to maintain manual records.

• Develop a payroll system and prepare all necessary payroll returns in a timely manner (T4, EHT, etc.).

• Assist with all WSIB reporting.

• Balance your remuneration issues to include the right mix of salary and dividends for your particular situation.

• Tax planning for individuals, corporations and estates.

• Tax return preparation for individuals, corporations, estates and trusts, not for profit organizations.

• Changing enterprises or scaling back operations requires advanced planning to maximize proceeds while minimizing income taxes.
• Fully utilizing all available deductions and credits including capital gains exemptions available on the sale of qualifying farm property is important.
• Taking advantage of tax free rollovers to other family members.

• Prepare a detailed financial analysis of your business identifying trends compared to industry standards.
• Calculate various financial ratios for your unique business or farm operation.
• Prepare a report with recommendations and suggestions to improve your bottom line.

Select the appropriate structure for your business including:

• Proprietorship
• Partnership – formation or dissolution
• Trust – formation or distribution
• Corporation – formation, dissolution, wind-up or amalgamation

Succession is the transfer or sale of a business to a new owner or the next family generation. A detailed plan will help you deal with issues such as:

• Labour
• Management
• Decision-making
• Ownership

Estate planning deals with how your assets (property, money, investments, insurance, collections, etc.) will be distributed upon death. An estate plan includes:

• Financial and tax planning
• Business succession planning
• Wills and power of attorney
• Trusts and living wills
• Funeral planning

• Assist with all aspects of the successful purchase of a business including cash flow projections and transition planning.

• Recommend participation in other government programs that would be beneficial in your particular circumstances.