Consultation and Advisory Services
Running a business or managing personal finances comes with its fair share of challenges, and navigating the complexities of taxes, audits, and financial management can often be overwhelming. That’s why our Advisory and Consultation Services are designed to provide expert guidance and support to both individuals and businesses, helping you manage your financial health with confidence.
Customized Consulting Services
In addition to CRA representation, we offer customized consulting services designed to help you achieve long-term financial success. Whether you’re a small business owner, an entrepreneur, or an individual looking for expert financial advice, our team of bookkeeping experts is here to provide personalized support tailored to your unique needs.
Our consulting services are comprehensive and include:
Business Strategy Development
We work closely with you to understand your business goals and create a financial strategy that aligns with your objectives. Our consulting services focus on helping you optimize your operations, improve cash flow, and plan for sustainable growth.
Financial Health Assessments
We analyze your financial situation and provide actionable recommendations to improve your financial health. This includes reviewing your bookkeeping practices, identifying areas for improvement, and offering guidance on tax planning and compliance.
One-Time Consultations
Not every client requires ongoing services, and we understand that sometimes you just need expert advice for a specific issue. We offer one-time consultations for business owners who want help with specific challenges, whether it’s setting up a bookkeeping system, understanding tax implications, or planning for the future.
By working with us, you gain access to expert financial advice that helps you make informed decisions, avoid costly mistakes, and set your business up for long-term success.
Expert CRA Representation Services
Dealing with the Canada Revenue Agency (CRA) can be an intimidating process, whether you’re facing an audit, resolving disputes, or handling tax-related issues. Our team of experienced professionals is here to provide expert CRA representation services that give you peace of mind during these stressful times. We serve as your advocate and work on your behalf to ensure all matters are handled efficiently and with the utmost professionalism.
Our CRA representation services include a wide range of support, such as:
General Correspondence and Filings
We manage communication with the CRA on your behalf, handling general correspondence and ensuring all necessary filings are completed accurately and on time. This includes filing amendments and updates as needed.
Submission of Requested Documentation
When the CRA requests specific documentation, it’s crucial to provide the correct information promptly. Our team assists in gathering and submitting the required documents, ensuring everything is in order to avoid any complications.
Audit Representation
Facing an audit can be a nerve-wracking experience. We represent you throughout the audit process, ensuring your rights are protected, and providing expert guidance to help you navigate the situation effectively.
Voluntary Disclosure Program (VDP) Assistance
If you need to correct previous tax filings or disclose income that wasn’t initially reported, we can help you take advantage of the CRA’s Voluntary Disclosure Program (VDP). Our assistance ensures that your disclosure is done properly, minimizing potential penalties.
Taxpayer Relief Applications
If you find yourself in a position where you are unable to meet your tax obligations due to extraordinary circumstances, we can help you apply for taxpayer relief. Our team will assist in preparing the necessary documentation and advocating for your case with the CRA.
With our CRA representation services, you can trust that you’re in good hands. Our goal is to simplify the process and reduce your stress, allowing you to focus on what matters most – running your business or managing your personal finances.