Resources

 

Preparing you for the next step.

Whether you’re looking to learn or need quick advice, we have helpful articles that provide you with the answers you want.

Understanding Accounting

  • 2019 Federal Budget

    Find out everything you need to know about this year’s budget.

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  • 2019 Tax Resource Guide

    Download our 2019 Tax Resource Guide for general information regarding 2019 tax matters now!

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  • Important Filing Dates 2019

    Download Important Filing Dates for 2019.

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  • AUDIT REQUIREMENTS FOR NOT-FOR-PROFITS

    Learn more about the audit requirements facing not-for-profit organizations and ensure you are staying compliant.

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  • Professional Corporations in Ontario

    Learn more about the proclamation of the professional incorporation provisions allowing a number of regulated professionals to incorporate their practices in Ontario, occurred on November 1, 2001.

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  • Personal Service Businesses

    A Personal Services Business is a punitive designation under the Income Tax Act that taxes income in a corporation at a high rate and disallows deductions and expenses. This memo has been written to help our clients identify if they are a shareholder in a Personal Services Business and what can be done about it.

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  • Estates & Income Tax

    This guide deals with complex matters and may not apply to particular facts and circumstances. As well, the information reflects laws and practices that are subject to change. This guide should not be relied on as a substitute for professional advice.

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  • Business Management Services

    Youʼre not an accountant and you want to spend your time doing what you do best, not spending your time on complex accounting issues.

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Checklists

  • 2018 Personal Tax Return Checklist

    Download our 2018 Personal Tax Return Checklist now!

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  • 2019 Tax Resource Guide

    Download our 2019 Tax Resource Guide for general information regarding 2019 tax matters now!

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  • Financial Statements Checklist

    List of documents and information needed to prepare your annual financial statements and tax returns.

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  • Important Filing Dates 2019

    Download Important Filing Dates for 2019.

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  • Bookkeeping Checklist

    A checklist of necessary items required for bookkeeping.

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  • Trust Checklist

    A checklist of necessary items required for a Trust.

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  • Terminal Return & Estate Checklist

    A checklist of necessary items required for terminal return & estate

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  • Items Needed to Provide Audit Quote

    A checklist of necessary items required for requesting an audit quote.

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