Practice Areas
We offer a variety of services from short-term planning to long-term planning. It is our mission to help clients achieve their goals by offering advice with the best possible solutions to their situation.
Tax
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Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
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Advise against potential tax liabilities.
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Consult tax law handbooks for especially complex tax returns.
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Review financial records such as income statements and documentation of expenditures.
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Interview clients to get a thorough picture of financial situation.
Audit
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Ensure compliance with established internal control procedures by examining records, reports, operating practices, and documentation.
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Communicate audit findings by preparing a final report, discussing findings with clients.
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Prepare special audit and control reports by collecting, analzying, and summarizing operating information and trends.
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Verify assets and liabilites by comparing items to documentation.
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Appraise adequacy of internal control systems by completing audit questionnaires.
Advisory
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​Conduct in-depth reviews of clients' financial circumstances, current provision and future aims.
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Analyse information and preparing plans best suited to individual clients' requirements.
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Review and responding to clients changing needs and financial circumstances.
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Design financial strategies.
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Assist clients to make informed decisions.
Notary
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Witness the signing of legal documents by verifiying the ID of the signer.
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Administer oaths and affirmations.
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​Take depositions and affidavits.
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Maintain record book on notary transactions.
Bookkeeping
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Advise on software programs and purchases
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Setup of software programs
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Handle bank reconciliations and provde cash balance reports.
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Prepare any customized reports that clients find useful.
Other Services
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Wills and Trusts
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Retirement planning
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Educational expenses planning
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Projections, budgets, goals