SERVICES
Accounting & Auditing Services
Choosing the right service is every bit as important as how well that service is performed. So, before we prepare your financial statements, we will sit with you to discuss your particular needs. We will review your financial position and operating results, and provide practical recommendations to make your operations more profitable. We will do all this efficiently and professionally. And on time.
Our Services Include:
- Audit of private corporations and business.
- Audit of not-for-profit organizations.
- Special-purpose audits.
- Litigation support.
- Advice on accounting procedures and problems.
- Practical recommendations for improving efficiency and effectiveness of operations.
- Unaudited financial statements as required by shareholders, lending institutions, investors and other users.
Management Consulting
Your success is important to us. We can provide management expertise to improve your business. With an objective approach, we can turn your problems into opportunities. And review your current practices to help ensure that you are best utilizing your resources: capital, people, computers. And then help you do even better. Our range of specialty services includes:
Organizational Review
- Review and advise on your office procedures and work flow;
- Review of your management information systems and their effectiveness;
- Preparation of policies and procedures manuals;
- Review of internal controls.
Long-term Planning
- Facilitate and monitor five year goals and objectives.
Taxation
All too often, tax is dismissed as nothing more than a form to be filled out at the last minute. After a chat with us, you will quickly realize how tax planning can put you months and dollars ahead of the game.
Comprehensive Tax Services
- In-depth corporate tax planning including corporate rollovers and organizations.
- In-depth personal tax planning including return preparation.
- Estate and succession planning including utilization of family trusts.
- Preparing research and development tax credit claims.
- Considering the tax implications of cross-border transactions.
- Advising on international taxation matters through our large network of Abacus Worldwide offices.
Research & Development
Does your business engage in basic or applied research, or experimental development? The answer might surprise you. If you create new or improve existing materials, devices, products or processes then you may qualify for significant tax savings and cash refunds.
Unfortunately, preparing and filing a scientific research and experimental development expenditure claim is complicated and time consuming. Since you want to spend your time running your business instead of composing your claim, we have developed a system to minimize both your time and your effort.
Our Services Include:
- Determining whether your business meets the general criteria defined by the Canada Revenue Agency.
- Determining which projects meet the specific criteria: elements of risk and uncertainty; technological or scientific advancement; utilization of experts in your industry.
- Preparing a technical proposal through discussions with you and your staff.
- Incorporating research and development into your overall tax plan to maximize future claims and minimize overall taxes.
- Negotiating with the Canada Revenue Agency on your behalf.
Don't miss out on this opportunity to improve your cash flow.
International Connections
Is there a reason not to look offshore? Working with us you can draw on the expertise and resources of more than 225 offices of the Abacus Worldwide world wide network.
The Benefits
- Help for companies seeking low-tax areas outside of Canada.
- Introduction to local contacts in prospective areas of business.
- Knowledge of the tax and business implications of dealing with other countries.
Abacus Worldwide offices are located locally and internationally.
Canada: Surrey, Toronto, Montreal
Worldwide: Argentina, Australia, Bangladesh, Belgium, Brazil, China, Columbia, Costa Rica, Cyprus, Dominican Republic, Ecuador, Egypt, El Salvador, Finland, France, Germany, Guatemala, Honduras, Hungary, India, Indonesia, Ireland, Israel, Italy, Japan, Kuwait, Lebanon, Luxembourg, Malaysia, Malta, Mauritius, Mexico, Netherlands, Nigeria, Peru, Portugal, Puerto Rico, Russia, Saudia Arabia, Singapore, Spain, Switzerland, Taiwan, Turkey, United Arab Emigrates, United Kingdom, United States, Uruguay
Estate Planning
The art of estate planning is more than just knowing the tools. The team of original thinkers at Johnsen Archer LLP will approach the planning of your estate with your goals in mind. Our technical expertise has put us at the top of the game and our intimate knowledge of each client's goals has kept us growing. We'll structure your plan according to your situation and your philosophy. We'll see to it that your assets are thriving in the right hands, even after they've left yours.
What Does Estate Planning Mean?
Planning your estate means managing what you own during your lifetime and beyond, not leaving it to chance or even to just a will. It means taking stock and organizing your business and personal affairs so they continue as you want them to. It means minimizing the costs and taxes associated with the distribution of an estate.
And That Means Planning Now
Planning your estate means arranging for the transfer of your assets to the individuals you wish them to be transferred to, both during your lifetime and beyond. It means planning for the years ahead. It means achieving your goals and your family's goals by:
- Having a valid, updated will;
- Minimizing taxes;
- Funding your final wishes; and
- Planning for the transfer or sale of your business.
You might also benefit from the use of a trust, shareholders' agreement, or a valuation of your business. Managing what you own beyond your lifetime is a complex continuous process, and it requires the expert advice of Johnsen Archer LLP.
