info@eprtrillium.ca | 519-453-1400
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Services

Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description. As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

Tax Services

Let our tax department help guide you through the complex maze of taxes.  We believe in a proactive not reactive approach to tax planning.

    • Preparation of Canadian personal and corporate income tax returns
    • Preparation of U.S. federal and state personal income tax returns
    • Assistance with setting up new business ventures (sole-proprietorships, partnerships, incorporations)
    • Creating tax minimization strategies for individuals, business owners, trusts and estates
    • Setting up Family Trusts and preparation of Estate tax filings
    • Business and family succession planning
    • Estate planning
    • Corporate reorganizations
    • Assistance with the purchase or sale of a business
    • Assistance and preparation of SRED claims (Scientific Research & Experimental Development)
    • Assistance with Tax Audits, Tax Appeals, Voluntary Disclosures and Taxpayer Relief filings
Accounting and Assurance Services

With a team of professionally designated accounting professionals and licensed public accounts, EPR Trillium LLP, can provide any level of assurance engagement that many businesses or not for profit organizations might require:

    • Review Engagements
    • Audits Engagements
    • Special Compliance Report Engagements (law firm, travel agencies, funeral home reports)
    • Notice to Reader (or Compilation) Engagements
Accounting Services

    • Year end and interim Financial Statements
    • General Ledger Maintenance
    • Accounting System and Software Set up
    • Assistance with Accounting Software Selection
    • Training on Accounting Software, and
    • On going Support and Troubleshooting for
      • Intuit QuickBooks
      • Sage 50 Accounting
      • Sage BusinessVision
Bookkeeping Services

    • Accounts Payable processing
    • Cash, cheque, and electronic payments for payables
    • Government Reporting and Remittances for GST, HST, and QST
    • Bank Reconciliations
    • Accounting for Farm Operations (such as dairy, hog, cash crop, tobacco)
    • General ledger journal entries
Financial Forecasts & Projections

    • Cash Flow Forecasting
    • Financial Modeling
    • Profit and Loss Projections
    • Profitability Analysis
Payroll Services

    • Processing of Regular Payroll on a weekly, bi-weekly, monthly, semi-monthly basis
    • Calculation and reconciliation of source deductions reports
    • Union Reports
    • On-line Payroll Payment Processing
    • Preparation of Annual T4 and T5 slips, T4 and T5 Summary and reconciliations
    • Calculation and reporting for WSIB, EHT, etc.
    • Assistance with human resources legislation regulations and rulings
Consulting Services

    • Accounting software selection and implementation
    • Buying/selling a business
    • Business process improvement
    • Financial & retirement planning
    • Estate planning
    • Manager Coaching
    • Succession Planning
    • Strategic Planning
Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

    • Asset protection
    • Debt Management
    • Business start-up or expansion
    • Employee benefit plans

Do you have questions?

Contact us to learn more about how our accounting services can help!

Contact Us Today!