I am a licensed public accountant and a member of the Canadian and Ontario Institutes of Chartered Accountants. I help with your accounting problems and serve you as a QuickBooks® Pro Advisor. I can file for Research & Development (SR & ED) tax credits and have on retainer, an M.Eng. engineer who is highly experienced in SR&ED claims. For clients who have not filed for a while, I can handle voluntary disclosures to get you “back in the honest system” as painlessly as possible and often make penalties GO AWAY.
I specialize in small business and financial statements, as well as personal taxes. Other than my engineer and administrative assistant, you only deal with me. There are no other staff members and your work is generally completed live, with you present at all significant times. You will observe and assist in the preparation of your documents.
The personal and small business accounting and tax services that I offer include:
Keeping My Clients Informed
I believe helping my clients become knowledgeable about making important decisions about their financial planning and tax preparation. One important development in the Canadian tax system is the July 18th Tax Proposals, and you can read the update here to learn how these proposals may affect you. I also recommend these national and provincial sources of financial and tax information:
Are you an individual or business owner seeking accounting services in Burlington? Please contact me to schedule an appointment.