Industries
Our clients consist of owner-managed businesses in a wide range of industries.
We have a large number of clients who are medical practitioners.
We strive to provide our clients with timely quality service. Our clients are important to us.
Our business builds from the referrals of our existing clients.
Dentists, Psychiatrists, Anaesthetists, Oral Surgeons, and other Medical Professionals
As a result of the changes to healthcare professionals corporations and the restrictions to income-splitting, there is a need to ensure that these professionals receive the proper advice for tax minimization and maximizing cash flow. There are many investment opportunities that need to be discussed and reviewed based on the professional’s personal needs and goals. Our team understands the needs of our clients in this industry, and we provide the business advice and tools to assist in growing the business.
In addition to providing tax consulting, preparing a professional business statement for income tax purposes, and income tax return preparation, we also provide financial planning to assist with disability and life insurance needs and investment analysis needs.
It is important for the Dental Associate to contact a professional prior to incorporating their business, in order to determine if the corporation will meet their income tax and financial goals.
We have been serving the needs of land developers, builders, property managers, and landlords for many years. In this industry, financing is the most important. Economic uncertainty of the real estate market and interest rate fluctuations provide increased fear of entry/exit into the real estate industry. Our team provides solutions to various aspects of the client’s specific needs.
We offer a range of services, including assistance with:
- Real estate investment
- Leasing
- Commercial and industrial real estate
- Real estate development
- Multi-residential property
- Real estate acquisition and disposition
- Other real estate issues
Large amounts of time and money are spent on research to develop products to meet the needs of businesses and consumers. Once a product has been developed, companies usually do not have enough financial resources to market and sell the product. The company has created an asset that is very difficult to finance. Our team provides financing options to assist with this next stage of the business cycle. We also assist our clients in applying for government refundable tax credits that provide cash for the business.
Lawyers, Engineers, Architects, Financial Advisors, Real Estate Agents
The professional is faced with different challenges than other businesses. Providing a professional service to a customer requires taking the responsibility of professional liability. The main concern of our professional clients is limiting liability. Our team provides options to minimize this liability. The professional business is usually highly leveraged in payroll costs. Our business consulting services provide solutions for maximizing profitability, maximizing cash flow, and working towards tax minimization strategies.
In addition to traditional accounting and assurance services, we can also support you with:
- Tax planning and compliance
- Practice management advice
- Human resource management
- Succession and retirement planning
- Financial planning
- Assistance in navigating government regulation as it affects your practice