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Tax, Accounting & Financial Mgmt Services
Phone Number:
613-800-3400
Email:
lepa534@sympatico.ca

Description:
I can help you focus on your business, minimize taxes payable / maximize refunds, avoid penalties and interest, improve cash flow, help you to better manage your business, and prepare business and financial plans that work.

CHARTERED ACCOUNTANT: Bookkeeping, Corporate & Personal Income Taxes, HST, Payroll, T4/T5s, WSIB, Sole Proprietorship, Partnerships & Corporations. Dave, CPA, C.A. 613-800-3400.

I offer a free consultation to discuss your needs and the following services:

ACCOUNTING:
  • Financial Statement preparation (Notice to Reader),
  • Bookkeeping: Monthly, Quarterly, Annual,
  • and related Tax filings, bank & credit card reconciliation,
  • ON-LINE Accounting or whatever meets your needs,
  • Systems Implementations, and cleanups,
  • Accounting for investments and associated reporting,
TAX ADVISORY, COMPLIANCE AND DISPUTES:
  • Sole Proprietorships, Partnerships, and Corporations,
  • Corporation Income Tax & Personal Income Tax returns,
  • HST, Payroll withholdings, WSIB remittances preparation/filing
  • Preparation of: Payroll T4, Investment income T5, Self-employed commission income T4A & others,
  • Shareholder remuneration planning, to minimize tax payable and maximize refunds,
  • Client representation with tax authorities, Tax collection defence, negotiations, cash flow preparation and mgmt,
BUSINESS & FINANCIAL PLANNING, CASH FLOW & MANAGEMENT SERVICES:

I can also help you prepare business and financial plans that work and offer the following management services:
  • Business and Professional incorporations,
  • Budget and Cash flow preparation, analysis and management,
  • Bank and investor negotiations, and expertise,
  • Franchisee / Franchisor industry accounting, reporting, & mgmt expertise,
  • Business & Financial Plan preparation, & international expertis
  • Real estate development project cash flows and analysis, and international industry expertise,
  • Construction progress draw preparation, & industry expertise,
  • R&D, IT & Info Mgmt accounting, reporting & mgmt expertise,
  • Property Management accounting, reporting & mgmt expertise,
  • Government, Charitable & Voluntary sector accounting, reporting & mgmt expertise






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