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

  • 2016 Personal Income Tax Return Checklist

    Our 2016 Personal Income Tax Return Checklist is now available. Make sure to download it to ensure that all pertinent information is provided to your accountant to allow them to prepare your personal income tax return.

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  • Tax Resource Guide 2017

    Download the Tax Resource Guide for 2017.

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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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  • Important Filing Dates 2016

    Download the list of important filing dates for 2016.

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  • Tax Resource Guide 2016

    Download the Tax Resource guide for 2016.

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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

  • Important Filing Dates 2017
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  • Personal Income Tax Return Checklist

    Once again it is tax return time. Attached to this letter is a check list to enable you to advise us of the main items to be included in your tax return and also to note any major changes to previous year’s information.

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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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  • 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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  • Bookkeeping Checklist

    A checklist of necessary items required for bookkeeping.

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