Services

Bookkeeping

Monthly, quarterly, or annual bookkeeping services provided through QuickBooks Online.

Includes a thorough review of your books and records when bookkeeping services are completed, as well as suggestions on where improvements could be made.

Available add-ons include:

  • GST/HST preparation and filing

  • Payroll services

  • PST preparation and filing

Taxation Compliance Services

I routinely prepare annual tax returns for many entities. A few are listed below:

Corporations

  • T2 Corporate Tax Return

  • Charity Information Return

  • Not-for-Profit Information Return

  • T5013 Partnership Information Return

Sole Proprietors and Partnerships

  • Form T2125 and related forms

  • Rental Schedules and related forms

Trusts

  • T3 Trust Information Return along with slips and supplementaries

Chartered Professional Accountant Services

As a CPA, I am qualified to perform services that a typical bookkeeper or tax preparer cannot. For you, this means that you do not have to seek out another firm for your accounting needs!

Examples of such services are as follows:

  • Compilation Engagement (CSRS 4200 compliant)

  • Tax planning and advice for you and your company

  • Representation on behalf of your company with the Canada Revenue Agency (CRA)

  • Assistance in preparing responses to CRA reviews or audits

  • Succession planning

  • Contract services

Contract Services

Are you a small firm that does not have a need for a full time senior accountant? I am happy to assist as a contractor for you!

Examples of contract services I provide:

  • Preparation or review of Compilation Engagements

  • Preparation or review of Review Engagements (under your review-qualified CPA licence)

  • Preparation or review of T1 Personal Income Taxes

  • Preparation or review of various filings (T3, T4, T1135, and others)

  • Preparing responses to CRA reviews or audits for your clients

  • Bookkeeping Services in QBO

Let me help you through your busiest times an alleviate some of your stress in the process. Rate is negotiated and agreed to on either a per-project or per hour basis. I am happy to come to your business if local, or work fully remotely with you. Lets collaborate!