I offer a wide range of services to my individual and business clients. My clients benefit from personalized, timely service that is detail and accuracy oriented while still being competitively priced. My goal is to minimize your taxes and alleviate the stress involved in ensuring your compliance with Canada Revenue Agency, Saskatchewan Finance, Service Canada, and other tax related agencies.
A full-service, comprehensive approach frees up your time and allows you to focus on managing and growing your business and not finding yourself "buried in the paperwork", struggling to keep yourself aware of current and ever changing legislation and regulations.
Below is a list of the services available to my clients, together with a brief description. As it is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.
(Click service title for details.)
Office and On-Site Consultation
Regular office hours: Monday to Friday 9:30 AM to 4:30 PM.
With your busy schedule, you may not have time for an appointment during regular office hours that traditional accounting firms typically operate under.
Since my office is located in my home, I am available for evening and weekend appointments, and also able to meet either at my home office, or at your location, in Regina or throughout Saskatchewan.
Call to schedule an appointment at (306) 529-4677.
Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. I provide a full range of cost effective accounting services including the following:
- All new clients receive a free 10 year tax review
- General ledger & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annually)
- Payroll services
- Accounting system setup for new businesses
- Compilation of financial statements
- Audit representations and response to government correspondence at no cost to existing clients
As a business grows, it must hire more employees, which can result in increased payroll administration. I can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. I can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Federal and Provincial Sales Tax (GST, HST, PST and LCT)
Many of my clients are responsible for collecting and submitting sales taxes in many different jurisdictions. I can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs by ensuring timely reporting which eliminates unnecessary penalties.
Your bookkeeping and tax records can be dropped off with me during an appointment or arranged to be picked up.
You may also send them by courier or bus package through STC.
On-site bookkeeping services are available as well.
Having a tax consultant available year round to provide technical support and advice is a needed asset to all businesses. I am always available to guide you to sound solutions and timely decisions that comply with the complex Canadian tax system. My success is based on your success. I can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, I provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which I provide consulting services:
- Accounting software selection, installation, support and training
- Business restructuring to a partnership or corporation
- Buying/selling a business
- Buy vs. lease decisions
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As an accounting professional, I have knowledge of most programs, either through personal experience, or industry literature, and am able to quickly familiarize myself with new software. Let my experience help you choose and implement the system that best fits your needs. The following programs are fully supported and also available for purchase at rates lower than you would be able to receive in store or online directly from the vendor.
- Quickbooks and Quickbooks Online (ProAdvisor)
- Simply Accounting (Premier Advisor)
- Excel Spreadsheets
Tax Planning and Preparation
I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:
- Tax planning for individuals and corporations
- Return preparation for
- Tax considerations in matrimonial settlements
- Tax effects of buying/selling a business
- Tax effective retirement and estate planning
Farm Income Tax: AgriStability and AgriInvest
Agricultural tax filers make up approximately 1% of the population, but have the most complex and unique areas of income tax to deal with. I began my tax profession in agricultural tax preparation and consulting and have 13 years of experience in tax planning, succession planning, and incorporating family farms.
Having specialized experience since 1999 through all of the changes that have occurred to agriculture support programs gives me a thorough understanding of these programs. I confidently work with my clients to deliver a product that not only minimizes their current and future tax payable, but also aims to ensure that my clients receive their maximum benefit entitlements from agriculture support programs.
I stand behind my work and represent my clients in all dealings Canada Revenue Agency and AgriStability at no additional charge upon request.
AgriStability and AgriInvest applications are prepared for individuals, partnerships and corporations with your annual tax return.