We are happy to provide accounting, tax, and consulting for both Canadian and US businesses and individuals. We also specialize in CFO and controllership services for growing businesses, providing dynamic external C-suite management. Clients can take advantage of our management services and leverage our multi-industry experience to get practical advice they can grow with. At NUMIS, we use the latest cloud-based solutions and are always adapting to the latest technologies. This enables clients to make quick decisions in today’s ever-changing environment.

• Compilation (formerly Notice to Reader) financial statements & year-end engagements
• Corporate tax filings (T2, T5, T1134, T1135)
• Year-end corporate tax planning and strategies (Dividend vs. salary, roll overs, amalgamation and reorganizations, transfer pricing, TOSI, life insurance, lifetime capital gains deduction LCGE)
• Bookkeeping services
• Payroll services, including annual slips (T4, WCB)
• Government remittances and filings (GST/HST, PST, EHT)
• Correspondence with CRA
• Public company reporting
• Budgeting, forecasting and management reports
• Review / Audit Engagements (financing/lending/loans/mortgages, construction, home builds, trust audits, etc.)
• Underused Housing Tax (UHT) Filings

* These are just some examples. This is not an exhaustive list.

• Personal tax returns for Canadian residents and non-residents (T1)
• Rental Income (T776)
• Self-employment business income (T2125)
• CRA correspondence and assistance with audits and reviews
• Personal GST filings
• Foreign income verification statement (T1135)
• Personal tax planning and strategies (RRSP, TFSA, HBP, LLP, dividend vs salary)
• Underused Housing Tax (UHT) Filings

* These are just some examples. It is not an exhaustive list.

• Federal and state personal income tax returns for residents and non-residents
• Expatriation tax returns and planning
• Offshore Voluntary Disclosure Program and IRS Streamlined Procedures
• Preparation of US annual slips (1099)
• Correspondence with US tax authorities
• US foreign reporting filing (FBAR)
• Consultation on cross-border tax issues & employment abroad
• Pension split calculation to minimize overall tax liabilities
• Analysis of tax treaty applications for individuals
• US tax implications from owning RRSP/RESP/TFSA/Mutual funds
• US tax consequences to US persons owning shares in Canadian corporations (subpart F implications, PFIC issues)

* These are just some examples. It is not an exhaustive list

• Managerial accounting can be used in short-term and long-term decisions involving the financial health of a company.
• Our management service helps managers make operational decisions intended to help increase the company’s operational efficiency – which also helps in making longer-term investment decisions.

* These are just some examples. It is not an exhaustive list

• M and A Transactions, RTO’s and IPO’s
• Financial statement preparation and review (Quarterly and Annual)
• Finance or Accounting team development & support
• CTO / MCTO Assistance
• External Audit Assistance
• Process analysis and improvements
• Cash-flow management – AR and AP

* These are just some examples. It is not an exhaustive list