Small Business Services

Review Previous Years’ Returns

2021-01-21T18:36:30-05:00

Did you get all your deductions in previous years? As a service to our clients, we can do a review of your previous years' tax returns up to nine years back! Working with you to understand how your tax returns were prepared previously, we can evaluate if there are opportunities that might have [...]

Review Previous Years’ Returns2021-01-21T18:36:30-05:00

Small Business Startup Package

2022-10-10T10:36:38-04:00

Do you know everything you need to do to start a successful small business? I happen on people wanting to start a small business all the time. So we created a small business start-up package for new entrepreneurs. We provide you with the information you need to actually start the business, including: business [...]

Small Business Startup Package2022-10-10T10:36:38-04:00

Incorporation Services

2021-01-21T18:36:57-05:00

Have you considered incorporating? Do you understand all the pros and cons? We offer incorporation services to your new or existing business. We will provide you with an overview of the pros and cons and incorporate you if you decide to move forward. We can also combine this offering with the New Business [...]

Incorporation Services2021-01-21T18:36:57-05:00

Mid-Year Review

2021-11-28T16:28:36-05:00

Would you like to know if you are going to have a tax bill next April? We are offering a fixed-price Mid-Year Review to clients who want to estimate their tax results ahead of time. We gather information about your year-to-date financial results, and, using some assumptions and your expectations for the remainder [...]

Mid-Year Review2021-11-28T16:28:36-05:00

Budgeting & Cashflow Analysis

2021-01-21T18:37:20-05:00

After many years of working with clients and listening to their needs, I have come up with a great process to help you get the financial things done that you want to accomplish in your life. I help you deal with your self-discipline issues. I can help you lower your bills and put [...]

Budgeting & Cashflow Analysis2021-01-21T18:37:20-05:00

Tax Preparation

2021-01-21T18:37:24-05:00

I have been doing taxes professionally since 1980. I know what questions to ask so that we can maximize the dollars you keep in your pocket and minimize the tax dollars that you have to give to the government! Minimizing tax is about proper planning AND execution of that plan. I will prepare [...]

Tax Preparation2021-01-21T18:37:24-05:00

Tax Planning

2021-01-21T18:37:31-05:00

The objective of personal tax planning is to minimize or defer income taxes payable through the proper organization of your financial/taxation affairs in the most beneficial way possible within the legal confines of the Canada Income Tax Act. The bulk of it really comes down to doing the right things at the right [...]

Tax Planning2021-01-21T18:37:31-05:00
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