Professional Accounting Services

Financial accounting and Taxation services

Due to our diverse client base, we encounter a wide array of financial accounting and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

Personal Financial Planning

Meeting financial goals

Most of our clients’ business and personal goals and challenges are intricately coupled and often rely on their willingness to respond to the unexpected. Together as your team we can work closely with you to establish the proper structure, deal with personal transitions, and assist you establish, grow, or eventually transition your business.

To determine the proper strategy for helping you achieve your goals, we draw on expertise in several areas:

• Tax planning and preparation
• Personal financial planning
• Risk tolerance
• Estate planning
• Investment management and consulting based on risk tolerance and financial planning results
• Insurance management and consulting

Collaboration with Financial Advisors

Wealth Stewards is a specialized financial group who works cohesively with accounting firms to develop a tailored plan to help reach their clients needs and goals.

As accountants and advisors, we have vast expertise understanding and helping families with complex planning needs. We have been doing tax planning/consulting for years, and coupled with WSI, we together broaden the scope and work with clients to understand specific key financial and retirement objectives for each client. Additionally, we can help clients achieve other goals to tie in a tax and investment approach tailored to meet their financial needs. Together as an integrated team, we and Wealth Stewards prepare and establish a thoughtful and detailed plan that can help clients live the lives they control and visualize. 

To learn more about Wealth Stewards Inc. visit their website www.wealthstewards.ca

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

• Tax planning for individuals and corporations
• Return preparation for
- Individuals - Corporations - Estates and trusts - Not-for-profit organizations
• Provincial and federal commodity tax planning and compliance
• Tax considerations in matrimonial settlements
• Tax effects of buying/selling a business
• Tax effective retirement and estate planning

Estate Accounting & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order, and provide the necessary accounting and taxations service for compliances.

Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided and used primarily for internal use.

Consulting Services

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.