Business Services We Offer


 

Financial Reporting

  • Notice to Reader, Review Engagements and Audit Engagements for a variety of users including owner-managers, banks, shareholders, taxation and other government agencies.
  • Special purpose reports to lenders.

 

Tax Planning and Compliance

 

  • Tax services group includes: Alan Priest, Paul Rastas and Kim Henry
  • Pro-active co-ordination of personal and corporate tax strategy.
  • Estate, succession and retirement planning.
  • Corporate reorganizations.
  • Utilizing Inter-vivos Trusts.
  • Preparation of personal and corporation tax returns, estate and other trust returns.
  • GST compliance.
  • Research and Development tax credits.
  • Income tax appeals.
  • Voluntary disclosures.
  • "Fairness" applications.

 

Business Advisory Services

  • Profit planning and monitoring for businesses.
  • Strategic business planning.
  • Analysis of company strengths, weaknesses and opportunities (SWOT).
  • Cash flow projections.
  • Feasibility studies.
  • Review of bank credit facilities and services.
  • Buying / selling businesses; negotiating strategy; due diligence.
  • Advising on Shareholder Agreements and related insurance issues.
  • Key employee retention strategies and compensation review.

 

Strategic Referrals

  • We maintain a network of contacts in the legal, real estate and financial communities to assist our clients to solve multi-disciplinary problems.
  • We have an association with U.S. Accounting firms to assist us with cross-border transactions, financial reporting, tax planning and compliance.

 

Litigation Support

  • Financial reports for negotiations or litigation
  • Matrimonial matters, estate matters, shareholder disputes.
  • Insurance claims, loss of income calculations, wrongful dismissal.
  • Assessment of tax implications.
  • Insurance claims; fraud investigations.
  • Valuation services for marital breakdown, shareholder disputes, Estate planning and insurance purposes.
  • Critique of another expert's valuation.

 

Eldercare

  • Customized services for seniors including bill payments, management of investments, co-ordinating care services and other personal arrangements.

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Powell Jones | Chartered Accountants and Business Advisors

121 Anne Street South, Barrie, Ontario L4N 7B6 | (705) 728-7461 | info@powelljones.ca

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