SERVICES

We are an independent accounting firm, offering a full range of accounting, tax and consulting services to family-owned businesses, sole proprietorships, partnerships, corporations, not for profit organization, housing organizations and individual clients in the Ottawa and Orléans region for over 25 years.  

Our high standards of quality services are a result of : a thorough understanding of our clients and their needs, a strong belief in delivering personalized services, competitive fees.

Here is a list of some of the many services that we offer our clients. Don’t hesitate to email or call us if you have any questions regarding our services, or to ask how we may fulfill your needs.

CORPORATE TAX, PERSONAL, TAX, TRUST AND ESTATE TAX, HST

CONSULTATION AND BUSINESS ADVISORY

ACCOUNTING, ASSURANCE  FINANCIAL STATEMENTS

  • Financial statements and NTR
  • Audit, review engagement, compilation
  • Not for profit audit and review engagements
  • City of Ottawa Housing audits
  • Financial reporting
  • Financial forecasting and advisory
  • Bookkeping, budgeting
  • Review of control systems

Corporate tax services

  • Corporate tax return
  • Corporate restructure
  • Incorporation / professional corporation
  • Buy / sell, merger, acquisition
  • Succession planning
  • HST, payroll, capital compliance
  • T4, T5 and other form preparation
  • Representation to CRA
  • Tax opinion

Personal tax services

  • Personal tax return
  • Personal tax planning
  • Family wealth management
  • Estate planning and consultation

Trust and estate services

  • Trust return (T3)
  • Final tax return
  • Trust planning and set up
  • Estate planning
  • Business startup and set up
  • Bookeeping initial set up with Excel, Sage, Quickbook
  • Cash flow projection
  • Financial risk analysis
  • Advantage and disadvantage of setting up a family trust
  • Is incorporating right for you ?
  • Advantages and disadvantages of setting up a family trust
  • Salary vs dividend analysis

6 - 1410‍‍‍, Youville Dr. Ottawa (ON), K1C 7B3

info‍‍‍@robertcpa.ca

613-841-60‍‍‍40

613‍‍‍-841-9082

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