SERVICES

Bookkeeping

We offer full bookkeeping services by Certified Professional Bookkeepers, including:
  • Monthly bank and credit card reconciliations
  • Accounts payable and accounts receivable reports
  • Payroll services including, prepare and file the month end remittance
  • ROE’s, WCB, T4, T4A, T5018 
  • Prepare and file GST and PST returns
Our bookkeepers are certified in Sage 50, QuickBooks, QuickBooks online and Xero.

We also provide computer software training and consulting services.

Personal Income Tax 

To ensure you are receiving all of the tax credits you are entitled to, all of our personal tax customers receive a one-on-one interview with a qualified tax preparer upon bringing your personal tax information to our office. A follow-up meeting at signing is also provided to review the final return. 

Our tax preparers have experience completing returns with investments, rental properties, small business, foreign assets and other complex requirements. We ensure you understand your options and will assist you in receiving all credits available to you. 

We can also help you with knowing what the tax implications could be when making changes to your investments or making investments.

Accounting

We provide Compilation Engagements which include the filing of the T2 Corporate tax return. 

If you are about to start a business or buy one, it is a good idea to contact us for advice before you dive in head first. We can help you setup your books as well as GST, PST, WCB and Payroll.

We also provide:
  • Corporate structuring & restructuring
  • CRA Review Assistance
  • Succession Planning
  • Purchase & Sale of a business
  • Analysis for business decision making
  • Assistance with business succession planning

Estates and Trust

We provide extensive retirement planning, including reviewing all of your asset holdings and developing a plan that will meet both your retirement needs as well as meet the legacy that you want to leave behind. This plan may include a date of death cash flow analysis to give you a clear picture of the taxes and other fees that may be associated with your death. 

We will work with your lawyer and financial planner to ensure we are all on the same page with your tailored plan.
Stress Free Guarantee

We are so confident that you will be satisfied with the service we provide, that our work is guaranteed to the complete satisfaction of you, the customer. If the customer is not completely satisfied with the services performed by S. McInnes & Associates Ltd., we will, at the option of the customer, either refund the price, or accept a portion of the price, that reflects the customer’s level of satisfaction. Although we do not assume liability for additional taxes, S. McInnes & Associates Ltd. will pay any penalties and interest assessed as a result of our error.

“We respect you, our customer”
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