Helping You Navigate Financial Success
Day to day accounting is important and necessary. This requires not only technical accounting knowledge, but also an excellent grasp of your business, industry and needs of your stakeholders.
Regular review is required to track strategic performance, cash flow management, considering key transactions in the finance of your operations. Our accounting services provide you with information to make good business decisions, satisfy stakeholders and keep you successful.
We provide our clients with:
Taxation impacts everyone – individuals and corporations. All transactions, financing structures, management of wealth and other forms of financial management need to consider tax implications. Our services include both corporate and personal tax compliance and planning, estate and succession planning, assistance with federal and provincial income tax.
ProTec Accounting also provides advisory services in strategic planning as it relates to taxation and your unique environment. When finalizing large transactions, we can provide you with an outline of the tax consequences and advise you on how best to structure the transactions from a tax perspective.
Individuals and businesses require an integrated quality service that ensures that tax compliance is efficient and minimizes the tax burden for future generations. With our tax services, you can be assured that key compliance due dates are met, the appropriate information is filed, and interest and penalties are avoided.
Services include:
Succession planning has become a key component of managing businesses or personal finances. Without a good succession plan, many clients may find themselves in a very difficult situation, particularly as they reach the stage whereby they wish to transfer wealth or exit the business.
Our planning includes exploring options that work with your business or personal situation. We identify your key requirements and needs, and develop an action plan that considers the transferable value of your business or assets. It is important that potential issues, particularly relating to tax implications, are determined in the initial stages of the plan. We then work with you to investigate options and develop and administer a comprehensive plan.
Strategic tax planning is all about tax minimization and protecting your assets. Our services consider corporate restructuring and remuneration strategies, preparation of trust tax returns, corporate and personal tax planning, estate planning or other significant transactions. There could also be opportunities for assistance with tax credit filing and other government programs that may be available.
