Well .. I have finally converted everything that was on my old non-blog HBSMC.com site into this blog format … everything, except for my LINKS page! I am either really lazy, or too busy to convert them to the blogroll format. I know I’ve got a lot of different links over at 1800HART.com/blog/ and there […]

Summary Of Service I will prepare unaudited annual financial statements, usually in either a bound or unbound format. The financial statements may be either computerized statements, or formal ‘typed’-looking statements. There may or may not any Notes to The Financial Statements. A NOTICE TO READER is a ‘Compilation Engagement’. I generally receive information supplied by […]

Summary Of Service I will prepare unaudited annual financial statements, usually in either a bound or unbound format. The financial statements will be formal ‘typed’-looking statements, and contain Notes to the Financial Statements. A REVIEW ENGAGEMENT is a higher level of professional involvement, and there will be significantly more information that will be required, as […]

Summary Of Service An audit engagement is the highest level of professional involvement, including the application of generally accepted auditing standards in support of each significant financial statement item. Audits are required only in very specific circumstances which usually do not apply to private corporations. An Audit includes examining, on a test basis, evidence supporting […]

Summary Of Service I will prepare (without audit) monthly or quarterly computerized financial statements from information provided by you. I will enter from either posting sheets or excel recaps that you provide to us via fax or email. I can enter your income and expense transactions from source documents such as your cheque stubs, deposit […]

The purpose of a financial statement is to enable a business to establish the result of its operations over a period of time and to determine its worth at a specific date. Financial statements are often prepared by business people to assist them in evaluating their financial condition. Sometimes it is necessary to provide specific […]

Summary Of Service I will prepare (without audit) your annual T1 Income Tax Return from information provided by you. You will receive a summary and “Client Copy” of your final tax return filed. Information Required * If married, both returns should be prepared at the same time * Verification of your birthdates * Children’s names […]

For new clients, I request the following for my files: All Clients * Current Contact Mailing Address * Current Phone and Fax numbers (home, work, cell) * Current Email address * PIPEDA Letter * Engagement Letter Personal Tax Clients * Copy of your last T1 Income Tax Return filed with CCRA * Copy of your […]

* Personal Income Tax Return Preparation * Corporate Income Tax Return Preparation * Preparation of Amended returns and T1-Adjustments PLEASE NOTE: Although I do on occassion prepare 1040-NR filings for a few of my clients, I only prepare Income Tax Returns here in Canada

* Notice to Reader * Review Engagement Report * Audit Report –> (special engagements) * Review of financial information * Shareholder and Owner Remuneration * Income tax planning

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