Services

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OUR SERVICES

Our Services

Outsource Accounting

Tax and Financial

Business Advisory

Business Succession & Estate Planning

Outsource Accounting

Full Cycle Bookkeeping
Accounts Receivable and Accounts Payable
Cash Receipts
Payroll Processing and T4s
Government Remittances
Bank Reconciliation
General Monthly Reporting

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SERVICES

Tax and Financial Services

Filing a tax return isn’t as simple as purchasing a software package and filling in the blanks. There are many credits, deductions, rules, and regulations not captured by these programs, all of which can be modified or updated at any given time with changes in the political and economic climate.

An accountant will stay up to date on these very important issues that can affect your bottom line while keeping you informed of important legislative changes and what they mean for you.

T1 filings for: Sole proprietors, partnerships, and small business employees, Investors, new immigrants.
Rental properties
Sale of residential properties
RRSP, TFSA, FHSA tax consultations
T1135 – Foreign asset and income reporting
Disability tax credit application preparation and review
HST Rebate filing for new houses and condos, residential rental properties, custom-built homes/major major-renovations

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There are benefits to incorporating with an accountant as opposed to a lawyer. An accountant can assist you with setting up HST and payroll accounts, in addition to advising you on pertinent tax repercussions and available tax credits that your business may utilize such as Apprentice, Research & Development, and more...

Furthermore, there are many instances where incorporation may not be the most favorable course of action. I can help you assess your business alternatives and decide whether incorporation works best for your venture.

Incorporation

Choosing the right business structure from the start is among the most crucial decisions you can make.
Register Business Number, Sales Tax Account, Payroll Tax Account, Import and Export Account.
Structure Change of Corporation

Dissolution of Corporation

Submit Final Tax Filings when dissolution of corporation.
Close All CRA Accounts when dissolution of corporation.

Corporate tax returns come with multiple deadlines and even more complexities than a standard personal tax return. Avoid headaches and complications by having an accountant file your returns.

Along with corporate tax filing, we prepare financial statements for external purposes, such as securing a loan and asset financing, but also internal purposes depending on specific clientele needs.

Notice to Reader Financial Statements
Corporate tax return filings (T2)
WSIB/EHT filings
Tax planning
CRA representation
Not-for-profit filings
Non-Resident filings
HST/GST filings

We provide reliable and affordable non-resident tax services. Our objectives are to help non-residents to minimize their Canadian taxes and prepare their Canadian income tax returns or election forms to meet their Canadian tax obligations.

Below is a sample list of non-residents who generally require our non-resident tax services:

Foreign owners of Canadian rental properties
Non-resident purchasers or sellers of real property in Canada
Professionals or consultants earning fees for services rendered in Canada
Expatriate foreign executives and employees working in Canada
Temporary foreign actors, directors, performing artists and workers in film and entertainment occupations
Foreign individuals with residential ties in Canada
Deemed Canadian residents
Individuals leaving or entering Canada
Foreign individuals or corporations carrying on business activities in Canada
Foreign corporations with subsidiary corporations in Canada
Non-resident shareholders of Canadian corporations
Partnerships with non-resident partners
Non-resident trusts with Canadian resident contributors and/or Canadian resident beneficiaries

Whether planning for retirement, education, purchasing a home, or any other financial planning needs, with a Financial Advisor designated CFP, LLQP, and through the investment company, We can create a plan centered around your needs with the flexibility to adapt the plan as changes occur. Life and Disability insurance products are also offered through JH Investment Inc.

Disclosure: Fee for Service Financial Planning, GICs and Mutual Funds are provided through JH Investments Inc. Insurance Products Provided through MK Capital Group Inc.

SERVICES

Business Advisory

What do I need to start?
How can I raise capital and/or find investors?
What are some special considerations for my particular industry?
How should I structure my business?

SERVICES

Estate Planning

Efficient planning of estates involves a keen understanding of the tax consequences. Let me help construct a plan to reduce the tax consequences and maximize the value of the estate for your beneficiaries.

Execution of a will and estate distribution is often an anxious time for those involved. While a lawyer can guide you through the process, as an accountant, we can organize disbursements and expenditures, prepare final taxes, and organize the paperwork required to obtain a clearance certificate from CRA. Remember that monetary losses as the result of errors in estate distribution can leave an executor personally liable. Putting the process in the hands of professionals can alleviate any such concerns

Retirement, legacy, and estate planning
Education and launching planning for the next generation.
Cross-border planning for US persons and Chinese person in Canada
Corporate and trust planning
Multi-generational family business and wealth planning

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