Services
At Willsey Davis, we offer a wide range of services for your business, and personal financial needs.
Accounting, auditing and assurance services
- Timely preparation of financial information
- Assurance services to meet client needs
- Special purpose audits
- Specific procedure reports
Tax planning and compliance
- Personal and corporate annual income tax returns
- Estate and Terminal Taxation Returns
- Special filings as required (charity, T-slips)
- Planning services to minimize income taxes by identifying opportunities and avoiding pitfalls
- Use of investment and holding companies
- Canadian Customs and Revenue Agency (formerly Revenue Canada) dispute resolution
- Scientific Research and Experimental Development tax credits
Management planning, advice
- Review of business operation, both financial and operational
- Review of insurance requirements
- Review of wills
- Assistance in the creation of and review of shareholder and partnership agreements
Budgets, forecasts, projections and business plans
- Timely preparation of future oriented financial information
- Assistance in the development of business plans
Estate planning
- Tax implications of retirement
- Retirement packages
- Selling the company
- Passing of the company to new owners
GST issues
- GST information returns
- Review of existing GST rules
Business purchase, sales
- Review of business activities of the vendor
- Business valuations for purchasers or vendors
- Completion of due diligence review
Professional Development