Personal

Keeping track of your personal finances and tax information can be overwhelming at the best of times. We aim to take the pressure off of you so you can enjoy your successes and maximize your financial situation. We want to make sure you are getting the most out of your hard-earned money and saving as much as possible for your and your family’s future.

We skillfully craft financial plans for each unique situation and endeavour to find money-saving opportunities every step of the way. We also provide tailored advice for situations that may be hard to navigate alone such as the death of a family member, tax and cash flow analysis of asset transfers during divorce, CRA audits, charitable donations, employment buyout offers, and programs for seniors.

Below is a list of our personal accounting services.

Income tax planning and preparation
With so many different types of tax preparation software available, it may seem as though you don’t need a Chartered Professional Accountant. In reality, we find many people are not getting the maximum return available to them. You will definitely benefit from a professional organizing and filing your return if you own a small business operated out of your home office. We can minimize your payments and ensure you take advantage of all of your deductions.

Accounting for your investments
Keeping track of your investment gains and losses are crucial to your overall financial planning. We can oversee the managements of funds going in and coming out for you, so you know exactly how your investment is working for you.

Record keeping and reports for your personal or business financial affairs
Do you pay GST or have rental property income to account for? Whatever your personal situation, we can keep your affairs in order by maintaining precise records of your activities. The records will be complete and accessible so you will never have to scramble when the need for the reports arises.

Reports and claims to government agencies
Whether you’re submitting claims to a health agency or submitting your taxes late, we can help you navigate government forms and inquiries, we will make sure all submissions are properly compiled and accurate, which helps to the risk of rejections and questions.

Business planning advice and counsel
Starting a new business requires a strategically planned financial outline, including a cash flow analysis. Working together, we can help you move forward into your new (or existing) endeavour with the confidence and knowledge to make your business a success. If you’re planning to leave your company, we can also assist with a business succession plan.

Personal financial planning (retirement, investments, estate planning, etc.)
Planning for the future can be overwhelming, but absolutely necessary. Our team believes it’s never too early or too late to start. We will assess your current situation and compile a customized outline for your financial future so you and your family are worry-free. We can recommend proper investment strategies, and help you create a plan that works for your lifestyle.