We assist individuals and families with a complete range of tax services and personal financial planning. We prepare personal income tax returns, rental income statement, offer personal tax planning, prepare statement of personal net worth and assist clients in their interactions with banks, mortgage companies and other financial institutions.
We provide a full range of bookkeeping, accounting, tax and financial consulting services for small and medium-sized businesses. This includes the examination of books of account, the preparation of financial statements and filing corporation income tax returns and complete tax planning and advice. Our work for these clients varies as well; from the simple preparation of accounts once a year to complexities of amalgamations and corporate reorganizations.
Consulting on accounting software implementation, internal control implementation, purchasing and selling businesses, consulting businesses on growth strategies, cost saving tactics and much more.
In cooperation with lawyers, life insurance agents and trust officers, we provide estate planning services. This collaborative method assures our clients the best over all estate and tax planning, We prepare estate tax returns together with estate financial statements, always working closely with executors and other financial advisors.