403-266-5607
Suite 806, 7015 Macleod Trail SW, Calgary

Client Profile

After over 15 years in business we have developed a market niche of clientele who our product offering typically appeals to. In turn we have become very proficient and knowledgeable in these areas. This market niche can best be described as small corporations who fall into the following three areas:


Professionals

Including:

  • IT Professionals
  • Engineers
  • Medical Doctors
  • Architects
  • Geologists

Our professional clients comprise the largest segment of our clientele. Typically, they are all operating in corporate form and have a minimal amount of transactions. Here the focus is on tax analysis and advisory services. One major issue that professionals often face is the determination of whether or not they are a Personal Service Business (PSB). Therefore, we have thoroughly investigated and developed a sound knowledge of this issue. We can help you determine the likelihood of being considered a PSB, the consequences of being found to be a PSB and alternative tax related business choices to mitigate the risks.

Tradespeople

Including:

  • Electricians
  • Plumbers
  • Welders
  • Carpenters
  • Flooring Installers

Our trades clients are typically smaller incorporated businesses with a moderate amount of transactions. Here the focus is on both tax analysis and advisory services, as well as business advisory services. A major issue for many tradespeople is assistance dealing with cash flow issues. They often find themselves in situations where cash flow is uneven and sometimes unpredictable. Therefore, we work closely with many of our tradespeople to ensure they are properly planning for taxes, source deductions and GST payments as well as other important financing, debt and credit decisions. We work hard to ensure all filings are made on a timely basis and our clients do not fall behind on tax remittances.

Small Business

Including:

  • Retail
  • Wholesale
  • Manufacturing
  • Oil & Gas Support Services
  • Sales Representatives

Our small business clientele is quite varied. They typically have substantially more transactions than the other two groups, and often do their own bookkeeping internally. The common thread of this client group is a desire for an accounting firm with a focus on tax, and so tax analysis and advisory services are in the forefront. Business advisory services are also commonly called upon for this group. The most common issue that this group faces is that most rise and fall with the Calgary economy and the oil and gas industry, and so assistance managing those ups and downs is often asked of us.