Accounting & Business Services

• Year-end and interim financial statements for corporations, partnerships and proprietorships, with related tax returns.
• Compilation, review and audit engagements.
• Business start-up support, bookkeeping and accounting systems.
• Budgeting, forecasting, projected financial statements and cash flow projections.
• Trust audits for law firms and real estate brokers.

Tax Services

• Preparation and planning for personal T1, corporate T2, and estate and trust T3 returns, including partnership-related tax matters.
• Tax clearances, special elections, tax forms and supplementary filings.
• Goods and services tax and provincial sales tax matters.
• Guidance through CRA audits, and representation in tax disputes, negotiations and appeals.
• Voluntary disclosures to CRA and non-profit tax returns.

For most U.S. tax matters and filings, we use a mid-size CPA firm located in Bellingham, Washington.

Estates & Trusts

• Executorships and estate administration, including real estate matters.
• Tax and estate planning, including will-related and post-mortem tax planning.
• Estate and trust tax compliance, accounting, required forms and elections.
• Final date-of-death and prior personal tax returns, including complex real estate matters and estates with non-resident beneficiaries.
• Non-resident tax forms and tax clearances to date of death and final clearance.
• Accounting and financial statements for passing of accounts for estates, trusts and committeeships.
• Forensic matters and pendente lite matters.

Advisory & Other Services

• Business purchases and sales, including due diligence.
• Bank presentations, including cash flow projections.
• Lease or purchase decisions.
• Immigration and emigration planning.
• Retirement planning and advisory services.
• Forensic accounting and legal support.