We are your one stop shop.

We are happy to provide accounting, tax, and consulting for both Canadian and US businesses and individuals. We also specialize in CFO & 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.

Service

Corporate Accounting & Tax

  • Compilation (formerly Notice to Reader) financial statements & year-end engagements
  • Corporate tax filings (T2, T5, T1134, T1135)
  • Year-end corporate tax planning & 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
* These are just some examples and is not an exhaustive list
Service

Individual Accounting & Tax

  • Personal tax returns for Canadian residents & 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 & strategies (RRSP, TFSA, HBP, LLP, dividend vs salary)
* These are just some examples and is not an exhaustive list
Service

US Corporate & Individual Accounting & Tax

  • Federal & state personal income tax returns for residents and non-residents
  • Expatriation tax returns and planning
  • Offshore Voluntary Disclosure Program & 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 and is not an exhaustive list
Service

Consulting & Advisory Services

  • 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-while also helps in making longer-term investment decisions.
* These are just some examples and is not an exhaustive list
Service

CFO & Controllership

  • Financial statement preparation & review
  • Finance or Accounting team development & support
  • Process analysis & improvements
  • Cashflow management – AR & AP
* These are just some examples and is not an exhaustive list
Book an Appointment

If you are interested in working with our team, contact us here to set up a meeting.

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