Financial statements

I prepare audited financial statements and those requiring a Review or Compilation for small businesses. I have experience in preparing statements for manufacturing, investment, mining, brokerage and mutual fund, Internet service, and wholesale import and distribution companies. My focus in preparing the financial statements is to get to know the company thoroughly. My extensive experience in the industry helps me in pointing out the areas where clients can save money and improve controls and operational efficiencies and procedures.

Taxation

The preparation of tax returns is becoming more and more complex by the constant expansion and amendment of the tax rules. I handle full range returns specialty areas as Quebec tax returns non-resident returns, snowbird tax filings, and deceased taxpayer returns. You may wish to seek assistance of a professional assistance when you are no longer confident that you are getting the full benefit of every deduction and credit to which you are entitled or when the task of preparing your tax returns has become too time-consuming. Or, your affairs involve some complexity like:

  • You are starting up your own business or partnership, or started billing as a contractor
  • You have received stock option or lost your job
  • You have rental properties or significant investments
  • You have become separated and are going through property settlement
  • You are trustee or are responsible for filing last returns for a deceased

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