Voted Best of Red Deer in the 2013, 2014, 2015, and 2016 Red Deer Express Readers' Choice Awards; and Named to Alberta Venture's 2016 Fast Growth 50 List

Client Services

Our individual, business, and corporate clients benefit from a wide range of personalized, customizable, quality services that are beyond comparison. We have listed the services that we offer to our clients and other accounting firms, together with a brief description.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Tax Services

Tax Preparation

In addition to our President & Founder's vast training and experience in the taxation field and the constant training and upgrading of our staff, our significant investment in information technology enables us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, and estates.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.

Tax Services

There is a difference between a tax planner and a tax preparer. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

*Tax planning for individuals and corporations

*Return preparation for

- Individuals

- Corporations

- Estates and trusts

*Tax considerations in matrimonial settlements

*Tax effects of buying/selling a business

*Tax effective retirement and estate planning

Federal and Provincial Sales Tax (GST, HST, PST and QST)

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Consulting Services

In addition to the Business Consulting services mentioned above, we can also help you with consultations in other areas. The following are just a handful of the many areas in which we provide consulting services:

*Accounting software selection

*Buying/selling a business

*Business process improvement

*Financial & retirement planning

*Estate planning

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we have knowledge of most programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.

Business Succession Planning

Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including rough valuation, cash flow analysis, tax minimization on the transaction, and transition planning.

Ever hear of a GST44?  Do you know who is responsible for filing it and when?

What about a T2054?  T2057?  T2058?  or T2059?  What about the limitations of each?

These are simple forms that you can easily look up on the internet.  The form itself may appear to be straight forward, but making sure the calculations are done correctly, is not as simple as you may think. 

We have done many of these transactions and can assist both you, and your corporate lawyer, in this area.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

We do not sell insurance or investments and as a result, this service is fee-based. While we won't comment specifically on your or your financial advisor's investment strategy, we will provide commentary related to the tax consequences, planned, or unplanned, as part of the implementation of that strategy.

We also will provide you with simple cash-flow tips and strategies that every person should learn to accumulate wealth successfully.

Trust Planning

Family Trusts, Alter-Ego Trusts, Testamentary Trusts, Employee Vesting Trusts, these are only a small tidbit of the type of trusts we can help you implement for your advanced tax, estate, wealth, and succession planning needs.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Like we mentioned above, we won't critique the types of investments. That should be left to the advisors and brokers that deal with investments all day, every day.  However, we will provide you with some tax information that may apply, whether they were considered or not, to make sure you are fully aware of all your options with respect to your investment needs.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Do you have a holding company with cash that you are wanting to close down or dissolve?  How will this affect your Old Age Security? 

What about other considerations like senior facilities that have nursing care? Have the unexpected costs they could bring been factored into your plan?

Did you know that depending on the interest rate, a reverse mortgage can actually be worse than a home equity line of credit?

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual) through our affiliate - COR Bookeeping

*Accounting system setup for new businesses

*Compilation of financial statements


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our affiliate, COR Bookkeeping, can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.


We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Other Services

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting techniques. We have experienced staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations and minimization strategies; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Privacy Compliance

The federal Personal Information Protection and Electronic Documents Act provides strict rules for the protection of personal information held by Canadian businesses. Not only is compliance mandatory for most commercial enterprises, your commitment to privacy is an important factor in your relationship with your customers. Our team can assist you in identifying privacy risks, developing policies and procedures, and implementing any systems or organizational changes necessary to ensure that personal information in your possession is well protected.

Internet Commerce

If your business is not on the Web, it needs to be. We can help you determine if your company would benefit from setting up a "virtual storefront" on the Internet and assist in implementing adequate systems and controls.

Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.

Our fee for such services is charged at our regular bill-out rate.

Tax Advisory Services for Accounting Firms

We act as an in-house tax department for accounting firms that do not have in-house specialist tax expertise or that wish to supplement their range of services in specialized areas.

We can make you look good by working behind the scenes and being invisible to the client, or we can work directly with the client. You decide what suits you and your client best.

We will quote a fee on a per-job basis or will invoice based on time depending on what is required. Where other professionals are needed, we will coordinate an overall service team approach.

Some say that a company's external accountant is their most valued financial professional. The relationship with this professional is a special one, often built on years of faithful service and trust.

Public accountants are experts in handling day-to-day taxation matters, preparing tax returns, planning client remuneration strategies, and dealing with the CRA. However, from time to time, more specialized expertise may be needed for a particular purpose.

With vast experience in corporate reorganizations, our focus is on providing clients with practical tax advice that will save them money. In doing so, we preserve and enhance existing client relationships with their current accountants.

We are here to provide tax services for firms that do not want to incur the high overhead costs of a full-fledged tax department. As accountants, we understand the public accounting profession, we understand client needs, and we are sensitive to deadlines, client demands, and confidentiality.