Services

Personal Tax

Why stress through tax season? Leave us to worry about the numbers and concentrate on maximizing your situation.

We specialize in self employed, rental properties, foreign income and maximizing those child credits.

Personal Tax Return Checklist

Corporate

We can help you through the many services we offer, including filing your corporate tax return, GST/HST returns, balancing your bookkeeping and completing year end financial statements.

Additionally, we provide CFO level expertise on a part-time basis to save your firm from hiring a full time Chief Financial Officer. We offer Consulting, Audit Assistance, Financial Planning, Forecasting and Projections, Cash Flow and Budgeting services to all businesses.

Business Incorporation Checklist

Financial Planning

Too small for a full accounting department, but too big to take the workload on yourself? Then you need our back office accounting needs. We’ll send a bookkeeper to your office; we’ll handle your payroll, cut your cheques and review your information weekly, monthly, quarterly – whatever you need. If you need financials and budgets for bank financing, we can walk you through the process and help you work towards that goal. We can organize and attend Board meetings where your important financial and business performance will be conveyed to the people that matter most – your staff.

Estate

Our focus on estate planning ensures your Terminal, Trust and Estate Tax Returns are in good hands.

Estate and Terminal Checklist

Chartered Accountants Specializing In:

  • Corporate income tax
  • Personal income tax
  • Estate planning and estate tax
  • HST/GST compliance
  • Financial statement preparation
    • Compilation Engagements
    • Review engagements (Mary B. Wolfe, CPA, CA, Licenced Public Accountant)
    • Audit engagements (Mary B. Wolfe, CPA, CA, Licenced Public Accountant)
  • Registered charity and non-profit organization filings
  • Business advisory and consultation
  • Media tax credits
  • SRED – Scientific Research and Experimental Development tax credits
  • Payroll
  • Bookkeeping
  • Quick Book specialists
We invite new client inquiries from: The Beaches, Scarborough, Toronto, Bowmanville, Oshawa and Whitby.