Financial Planning
Letting your finances control you?
Chat with a financial expert today! Our team will work with you to set meaningful & achievable goals for the future and provide assistance at every step on the journey.
Included Services
Establishing goals in life or business - short, medium and long term
Evaluate your current financial position
Develop your plan
Implement your plan
Monitor and review your plan and make adjustments when needed
What to bring?
Notice(s) of Assessment from most recent tax year
Insurance policies
Mortgage statements
Direct deposit form or void cheque
Loan statements
Driver’s license
Non-Registered Investment Statements.
RRSP, TFSA, RRIF, RESP Investment Statements
Any other information
Bookkeeping
Keeping an accurate set of company records is essential to allow you to make informed decisions, however not everyone has the time or expertise to keep their own books up to date.
Ask the experts at CVFS to help you today!
Included Services
Provide bookkeeping on a daily, monthly, quarterly, or annual basis
Provide financial statements and journal ledgers
Ensure HST/GST/PST remittances are kept current
Review of financial statements and assist with areas of concerns
What to Bring?
Receipts
Business number
Government documentation
Business banking information
Any other information
Taxation
Overwhelmed with filing your personal or business taxes?
Our tax professionals will assist in maximizing your return and explain tax implications. Customize your service based on your needs and get peace of mind with our support.
Included Services
T4 Basic
Business or rental
Employment expenses
Tax planning
CRA remittance and assistance with audits
E-file
T2 Corporation
What to bring?
Copy of previous year's tax return
Void cheque or direct deposit form
T4 or government issued slips
Any other information
Payroll
Does payroll processing take valuable time away from something else?Confused with all the changing rules and regulations involved with Payroll Deductions? Take advantage of our payroll service and all you'll have to do is sign the cheques.
Included Services
Automatically calculate earnings, deductions, taxable benefits, and net payroll
Prepare paychecks and pay-stubs
Produce records of employment
Prepare all necessary payroll registers and deduction lists
Calculate payroll remittances for Revenue Canada
Complete your WSIB returns
Produce T4′s and summaries at year end
There is no minimum payroll size