Accounting and Tax
- 1 hr1 hour
- Barnes Drive
As a newly formed CPA firm, I understand that no two clients are the same. For new clients, this means starting each relationship by gaining an understanding of the client, their needs and their goals. For existing clients, this means regularly reviewing their situation to ensure my strategy continues to make sense. Ultimately, my goal is to provide you with the peace of mind that your affairs are being looked after appropriately and in a timely fashion. ________________________________________ Accounting & Assurance • Assistance with preparation of Year End Notice to Reader financial statements • Provide Year End Review Engagement financial statements • Assistance with complex accounting transactions • Facilitate accurate record keeping Tax Tax return preparation services include (but are not limited to) the following types of filings: • Personal Taxes(T1) • Corporate Taxes(T2) • GST and PST filing • Preparation of information slips (T3, T4, T4A, T5, T5018) • Optimization of tax for shareholder remuneration (Salary vs Dividends) Compensation Planning A primary concern of many business owners is determining the most tax-effective methods to receive compensation. I will gladly discuss the various strategies available and create a plan for achieving your compensation objectives by considering such factors: • Salary vs. dividend • Bonus distribution among owners/partners • Income splitting with spouse and children • Monthly income requirements • Shareholder loans • RRSP Contribution In addition to core service areas, I also provide consulting services on various financial issues. Please reach out to me if you are unsure of whether your concern falls under the scope of my services.
3990 Barnes Drive, Prince George, BC V2N 5K7, Canada