Accounting & Tax

Overview

Our accounting team includes professionals holding FCCA and ACA (Associate Chartered Accountant, ICAEW) credentials, supported by CPA oversight. We keep your books clean and your compliance work organized, then make sure the numbers are ready when tax season, a lender or the CRA comes calling. We implement and clean up QuickBooks (or Xero), run bookkeeping and month-end in it, prepare financial statements under CPA oversight, and prepare corporate and personal returns with an eye on applicable credits and deductions. One team owns the preparation cycle, from a receipt to a return ready for submission.

What's included

• Bookkeeping, reconciliations and month-end close
• QuickBooks implementation, setup and migration (also Xero and similar)
• Cloud accounting cleanup and catch-up of neglected files
• Financial statement preparation (compilation engagements)
• GST/HST registration and filing
• Payroll, source deductions and T4/T5 slips
• Corporate (T2) and personal (T1) tax preparation
• Tax planning and CRA correspondence
• Catch-up and backlog clean-up

When it helps

• Books are behind, or it is receipts-in-a-shoebox before a deadline
• GST/HST, payroll or tax filings slipping past CRA due dates
• Moving off spreadsheets or desktop software to the cloud
• A lender, investor or the CRA needs clean, current statements
• Corporate year-end and personal returns you want handled together

How we deliver

• Get current: reconcile, clean up and set a reliable baseline
• Keep current: monthly bookkeeping, close and recurring compliance support
• Prepare statements and returns under CPA review
• Plan ahead: tax planning before year-end, not after it

Scope and standards

Financial statements are prepared as compilation engagements under CPA oversight. We do not provide audit or review (assurance) engagements, which require a separate public accounting licence. Corporate and personal tax returns can be prepared by our team and reviewed by a CPA. HA Consultants does not currently represent that it electronically transmits T1 or T2 returns on a client's behalf. Until an authorized electronic filing arrangement is in place, the submission method and filing responsibility are agreed before the engagement and may remain with the client or another authorized filing practitioner.