I offer a range of services to individuals and business clients. My clients benefit from personalized, quality service. I have listed the services that I offer, together with a brief description. I am a sole practitioner and I work out of my home near St. Clair and O’Connor.

Financial statement preparation:

I prepare these from your books as provided by you or your bookkeeper. If you require only annual bookkeeping, I can usually provide this. I have worked with Quickbooks, MYOB, and Simply Accounting software, and am fully proficient with Excel. See the corporate client checklist in the information tab for more detail of documents I require.

Corporate taxation and tax planning:

For corporate clients, I provide a  corporate checklist (see the Information tab), and I usually require information at least a month before the filing deadline to guarantee meeting the deadline. I file corporate tax returns electronically, unless you prefer to send in paper returns. You get a full copy of your tax return. I have worked with Quickbooks, MYOB, and Simply Accounting software, and am fully proficient with Excel.

Personal taxation, estate taxation, and tax planning- Canadian tax:

For personal tax clients, I provide a personal tax checklist (see the information tab)  by mid-February to help them prepare their information. I usually ask to receive information by April 10 at the latest in order to guarantee filing by April 30. I file returns electronically with the CRA, but we can file them in printed format if that is your preference. I provide you with a full copy of your tax return in electronic or paper format.

For deceased clients or their estates, the executor should contact me as soon as practical so that we can establish the various filing deadlines associated with a deceased person’s returns.

Personal tax planning is available at anytime, except for late April.

Personal taxation and tax planning- US tax

For US personal tax clients, I provide a personal tax checklist (see the information tab)  by mid-February to help them prepare their information. I usually ask to receive information by May 1 at the latest in order to guarantee filing by June 15. We may file for an extension with the IRS to October 15. In that case, information is required by me by June 15.   Because I operate in Canada, I cannot e-file to the IRS. I provide you with a full copy of your tax return in electronic or paper format.

Many U.S. citizens living in Canada are still not in compliance with their U.S. filing obligations. I assist them with that process.

Bookkeeping

I am available for bookkeeping services depending on your needs. I currently provide bookkeeping services for individuals with a power of attorney, and for a charitable organization.