CLIENT SERVICES

Our firm offers a vast array of accounting services for our individual and business clients. We ensure our clients receive personalized, top quality service that is beyond comparison. The services we offer are listed below, and if you do not see a service listed that you need, please feel free to contact us for more information.

  • Financial Statements and Accounting
  • Tax Planning & Preparation of Corporate, Personal, HST, and Trust Returns
  • U.S. Tax Filing
  • Estate Planning & Succession Planning
  • Business Advisory Services
  • CRA Audit Defense Support & Appeals, Voluntary Disclosures
  • Accounting Software Selection & Implementation
  • Other Services

Financial Statements and Accounting

We are instrumental in ensuring your financial reporting meets the requirements, standards, and regulations that are continuously evolving. Based on our experience and comprehension of your business and industry, we thoroughly review your operations, evaluate your accounting systems, and prepare unaudited financial statements for management. These accounting and financial statements are prepared with the utmost attention to detail, efficiency, and on a timely basis to help you make more informed strategic decisions for the success of your business.


Tax Planning & Preparation of Corporate, Personal, HST, and Trust Returns

The Danese team has years of experience preparing and filing returns for corporations, individuals, trusts, HST/GST, Payroll, and WSIB. We also assess planning opportunities and maintain an ongoing compliance with applicable tax laws, while determining tax minimization opportunities for you and your business.


U.S. Tax Filing

To avoid double taxation, we work closely and collaborate with our U.S. Tax Associates when filing U.S. personal and corporate taxes for our clients who have dual Canadian U.S. citizenships to ensure full compliance. We also offer advice to individuals who are planning to move to or from Canada.


Estate Planning & Succession Planning

Preparing for the future via estate and succession planning has become essential for the aging population and blended families. Primary considerations include safeguarding assets from creditors, ex-family members, and passing on the growth of assets and businesses to future generations. In addition to our expertise in estate and succession planning, we also choose to work closely with Estate and Family lawyers to easily achieve all of your strategic goals.


Business Advisory Services

Whether you are contemplating a start-up, thinking about incorporating, utilized holding companies, operating as a sole-proprietorship, approaching retirement and looking for an exit strategy, or confused about buying or leasing, we can advise you.

We understand the life-cycle of a business and are ready to help you successfully navigate through each of these challenges by providing our insight, advice, and independently and objectively culminating in practical strategic solutions while reducing risk and gaining a competitive advantage over your competitors.


CRA Audit Defense Support & Appeals, Voluntary Disclosures

Danese is involved in the filing of:

  • Voluntary Disclosures for individual, corporations and trusts that are required to file tax returns that are deemed late.
  • Fairness Legislation Letters which waive interest and/or penalties applied by Canada Revenue Agency.
  • Notices of Objection for Individuals and Corporations if you elect to dispute with Canada Revenue Agency and the Ministry of Finance regarding tax assessments.
  • Late Filed Corporate and Personal Tax Returns regardless of how long you may have been negligent in filing.

We will also represent you concerning:

  • Meetings with representatives from Canada Revenue Agency for audit, appeals, compliance, and collections.
  • Collections negotiating with Canada Revenue Agency and the Ministry of Finance to permit you to make timely payments and to ensure that collection proceedings do not continue to escalate.

Accounting Software Selection & Implementation

There are endless computerized accounting software packages available for small businesses and individuals and choosing the correct one for you has become increasingly difficult. As accounting professionals, we know of most programs through either personal experience or industry literature, and our qualified team can help you select and implement the system that best fits your needs.


Other Services

Danese is proud to have such a diverse client base, which also means that we encounter an extensive array of financial and tax issues. Through this, we have gained valuable experience over the years in multiple specialized areas, many of which are listed below. We feel our ability to offer such a variety of services replicates our resourcefulness and competency as well as our devotion to quality client service.

  • Mergers & Acquisitions
  • Corporate Recovery
  • Asset Protection
  • Debt Management
  • Business Start-Up or Expansion
  • Litigation Support
  • Cash Flow Forecasting
  • Non-Profit Organization and Charities

BOOK A CONSULTATION
GET IN TOUCH

REVIEWS

Danese is a very reliable accounting firm. They helped me with very complicated business tax return. Sal is very knowledgeable. I definitely recommend him.

KEVIN N.

IPEX

The staff is extremely professional. I enjoyed the atmosphere and the Front desk was very hospitable. My books were are done on time every year. Thanks Danese!

SARAH B.

WENTON GROUP

MORE REVIEWS