Our Services

Corporate Accounting and Tax / Individual Tax / Cross-border Tax Solutions / Consulting and Advisory Services / CFO and Controllership

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 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.


Corporate Accounting and Tax

  • 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.

Individual Accounting and Tax

  • 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.

US Corporate and Individual Accounting and Tax

  • 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

Consulting and 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 – which also helps in making longer-term investment decisions.
* These are just some examples. It is not an exhaustive list

CFO and Controllership

  • 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

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

Formerly Maciel & Co | SIFA Group | Benson Seymour

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