Financial Statement Preparation

Notice to Readers (that’s accountant’s talk for financial statements every active business in Ontario must prepare and file with their corporate tax returns. The “Notice to Reader” part is a report attached to the statements by the accountant. If bookkeeping is needed, I can provide help with that too.

Corporate Tax Return Preperation and Planning

Along with your financial statements, I will prepare the necessary corporate tax returns and filings needed. (Both Federal and Provincial) I will prepare your corporate taxes to get what you owe down to a minimum but remain within legal limits of course.

Personal Tax Return Preparation and Planning

FI will prepare your’s and your family’s personal tax returns, and I will prepare them on time. I will create a plan to make sure you are paying the minimum amount taxes possible

Financial Forecasts and Projections

Banks sometimes look for these along with business plans when determining your eligibility for a loan. I can help you prepare a business plan and deal with your financial institution.

General Business Consulting

I can help you make smart business decisions such as whether to incorporate or not, how to make sure your interest is deductible, benefits and drawbacks of payroll employees versus subcontractors for your business and more..
I can even do the business registration or incorporation for you.


Bookkeeping ensures all information is readily available in case of an audit by the tax department. Do it yourself or leave it to me! It’s your choice!

If you want to learn how to do it yourself, I will recommend appropriate computer software to use and help you set up your accounts. We have Certified QuickBooks Proadvisors who can train you if you decide to do your own bookkeeping (Highly recommended if your accounting budget is limited)
Payroll Services including annual T4, T5 preparations.
Remember, the deadline is the last day in February the following year!
GST, PST, HST, EHT, and WSIB filings
With all these acronyms, you NEED some professional advice!

Assistance with Canada Revenue Agency Audits and Appeals

Should the need arise, I will assist you in dealing with Canada Revenue Agency’s requirements, including telephone discussions with them and accompanying you to any interviews or meetings you may be unlucky enough to have.

For more complicated estate planning and valuations and US Tax returns, I use specialists. No one can be an expert at everything

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