Tax Planning and Preparation

Preparation of individual, corporate, partnership returns. Ongoing tax planning advice and strategies.

Financial Reporting

Monthly Reporting of income and expenses

Cash Management

Payment of bills, cash flow reports, establishing plans with creditors, assist in obtaining financial purchases (i.e. autos, home etc.)

Financial/Business Planning

Financial review of your current finances, Devise a financial plan, Budget for your future, Consult and advise on contract negotiations

Facilitation of Insurance Planning

Assist brokers to address your needs

Facilitation of Estate Planning

Assist in estate and gift planning

Investment and Retirement Planning

Provide input to assist your investment advisors in structuring the best situation for you.