Services

Since 1946 we have been serving individuals, entrepreneurs, professionals, professional corporations, businesses, not-for-profit organizations, institutions, and government agencies. Our belief that experience, integrity and people are the cornerstones of our practice is what has made us the trusted choice for businesses and individuals in our community for over 65 years.

Assurance & Accounting

Does your business or organization need financial statements, or perhaps a projection is needed to obtain financing? Our experience comes from serving a broad client base – one which includes individuals, entrepreneurs, professionals, businesses, not-for-profit organizations, institutions and government agencies. We can help by:

  • Auditing, reviewing or compiling financial statements and other information
  • Preparing or reviewing financial forecasts or projections
  • Special purpose audits or reviews in compliance with contractual requirements

We have the right resources to provide you with sound financial expertise tailored to your requirements.

Tax

Taxation is a fact of life for people and businesses and affects many financial decisions. The continual changes to tax legislation make it imperative that the tax implications of your affairs be reviewed frequently.

We can assist with:

  • Preparation of personal, corporate and trust tax returns
  • Planning for the transfer of assets to the next generation
  • Preparation of Canadian tax returns required for real estate and certain other types of income earned by non-residents
  • Representation in tax audits and assistance in disputes with Canada Revenue Agency
  • HST reviews
  • Assistance with HST implications surrounding the purchase or sale of a business or real estate.

We place importance on tax planning rather than just reacting to events. Let us help you preserve as much of your income as possible while meeting the necessary tax obligations.

Business Valuation

Buying or selling a business? Before you take a leap of faith, we can help assess the risks. We can help you resolve issues:

  • Advising on the value of a business interest in the event of a purchase or sale
  • Business valuations to assist in marital dissolution settlements, estate planning transactions, tax-free rollovers and other corporate reorganizations
  • Determining value pursuant to a shareholders/partners agreement or to assist with the introduction or departure of an owner

Our knowledge and experience can help you arrive at an informed, supportable determination of value.

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Bookkeeping & Payroll

Why not let you or your staff do what they do best and let us worry about the bookkeeping? We can tailor our services to meet your needs with:

  • Bookkeeping for business or investment transactions, including monthly financial statements
  • Cheque preparation and government remittances
  • Preparation of payroll and related reporting forms

Devote your energy to those things that really count in your business by letting us solve your bookkeeping worries.

Estate Planning

Estate planning can be a complex process, requiring expertise in many areas beyond taxation, such as insurance, philanthropy, and of course law. The key to successful estate planning often lies in the commitment to team work among various professional advisors, with each professional recognizing that every team member is vital to the success of the project.

Our tax practice leader Kaz Nesbitt is well versed in many of the aspects of estate planning. Naturally, Kaz’s focus is on reduction of income taxes payable, both by your estate at the time of your death, and by your heirs on the income from their inheritance.

Kaz is a member of the Peterborough Estate Planning Council (www.estateplanptbo.com).  As such, Kaz is a firm believer in the virtues of a multi-disciplinary approach to estate planning.