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More than

corporations and organizations currently served

Services

We offer a wide range of accounting, assurance and tax services backed up by years of experience, education and a team of professionals that take a personal approach when assessing your needs.

Small Business Accounting
Advisory
Taxation
Trust and Estates
Audit and Assurance

Small Business Accounting

We provide general accounting services to a wide range of clients from small businesses to large companies, in a multitude of sectors. Our accounting services are focused on ensuring you have relevant information when you require it.  Accurate and timely record keeping and reporting will help you gain a better understanding of your finances to improve future planning and forecasting.

Our team is very experienced in all aspects of accounting, and can assist you with any shareholder, government or bank related requirements.

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Our accounting services include:

  • Accounting system set up assistance and advice
  • Maintenance of books and records
  • Preparation of financial statements
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Advisory

Moeller Matthews is dedicated to providing advisory services to private companies and entrepreneurs.  Accounting isn’t just about tax returns and GST; accounting is about business… your business.  We believe in getting to know you, your goals, motivations and what you aspire to become.

As a business owner you may be concerned with tax minimization, an estate plan, wealth management or succession planning.  Our advisory clients range from individuals just starting a business, established companies with multi-million dollar revenue streams, or those in the process of exiting a business.

Whatever your business needs, we are excited to help you!

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Our business advisory services include:

  • Corporate structures and reorganizations

  • Business, strategic, and succession planning

  • Purchase or sale of a business

  • Business valuations

  • Budgeting and forecasting

  • Financial modeling, performance analysis, and benchmarking

  • Planning for compensation and benefits, including stock options and tax-deferred plans

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Taxation

Business and personal tax rules and applications are ever evolving.   Our tax professionals are adept at navigating the vast nuances of the Income Tax Act to deliver quality advice, planning and preparation to meet your various tax needs.  We provide comprehensive tax planning services for all levels of Canadian tax.  We specialize in preparing the following tax returns, forms and elections including:

  • Corporate tax returns (T2)

  • Personal tax returns (T1)

  • Trust (Estate) tax returns (T3)

  • Non-resident section 216 returns (rental of a Canadian property by a non-resident)

  • Non-resident Property Disposition Compliance Certificate Request (T2062)

  • Registered Charity tax returns (T3010)

  • Not-For-Profit Information returns (T1044)

  • Partnership tax returns (T5013)

  • Assisting with negotiations and correspondence with federal and provincial authorities regarding Canada Revenue

  • Agency (CRA) audits, disputes and objections

  • Providing Canadian indirect tax (GST/HST/PST) planning for business start-ups, property purchases and the purchase and sale of a business

  • Remuneration tax slips (T4)

  • Investment Income tax slips (T5)

  • Non-Resident tax slips (NR4)

  • Capital Dividend Election (T2054)

  • Property Disposition to a Corporation (T2057)

  • Sale of Debts Receivable Election (T2022)

  • Business Acquisition Election (GST44)

  • Estimating Canadian tax liabilities

We provide comprehensive tax planning and preparation services for all levels of Canadian tax.

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Trusts & Estates

The death of a loved one can be very challenging to navigate. Our experienced trust and estate team provides comprehensive services to ensure all required tax compliance is met including preparation of the deceased’s final individual tax return, estate tax returns as required, through to receipt of the clearance certificate. In addition to trust and estate services, we also offer trust and estate planning (that is applicable both pre/post death) that can provide tax minimization, asset protection, privacy, or a reduction in probate fees.

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Our estate planning services include:

  • Customized estate planning 

  • Tax and probate fee minimization

  • Date of death returns and other optional returns

  • Trust and estate returns

  • Guidance on the administration of estates and trusts 

  • Advising on the usefulness of including family trusts, alter ego trusts and spousal trusts in an estate plan 

  • Utilization of post-mortem planning to avoid double taxation

  • Charitable giving planning and reporting

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Audit & Assurance

Moeller Matthews provides audit and assurance services to private companies, not-for-profit organizations, Municipalities, School Districts and other organizations.

We provide our clients with an understanding of compliance requirements, financial reporting deadlines, and best practices.  We offer clear communication and believe in building friendly, positive relationships with all clients to make the audit process a smooth and painless experience for all involved.

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Our audit and assurance services include:

  • Audit of financial statements
  • Review of financial statements
  • Specialized assurance engagements
  • Complying with accounting standards including:
  • Accounting Standards for Private Enterprises (ASPE)
  • Accounting Standards for Non-Profit Organizations (ASNPO)
  • Accountings Standards for Public Sector Accounting Board (PSAB)