Services by Trusted Accounting and Finance Group.

Every personal tax return is different. Employment income, investments, rental properties, family circumstances, education, and other changes can all affect the information that needs to be reported. TrusTax provides organized personal income tax preparation for individuals and families, with clear communication about the documents required and the results of your return. PERSONAL TAX SERVICES MAY INCLUDE ·       T1 personal income tax return preparation ·       Employment and other income reporting ·       Investment income reporting ·       Rental income and expense reporting ·       Student tax returns ·       Newcomer tax returns ·       Prior-year and overdue tax returns ·       Eligible deductions and tax credit review ·       Tax return adjustment support ·       Review of CRA notices related to the prepared return CLEAR, ORGANIZED TAX PREPARATION We help you understand what documents are needed, organize the information, prepare your return, and explain the outcome before filing. Contact TrusTax to discuss your personal tax situation.

Managing payroll involves more than calculating employee pay. Employers must maintain accurate records, calculate deductions, track remittances, and prepare required year-end reporting. TrusTax helps small and growing businesses establish an organized payroll process so owners can spend less time on administration and more time managing their business. OUR PAYROLL SERVICES INCLUDE ·       Payroll account setup and payroll system support ·       Regular payroll calculation and processing ·       Employee payroll record maintenance ·       CPP, EI, and income tax deduction calculations ·       Payroll deduction and remittance support ·       Vacation pay and taxable benefit tracking ·       Payroll reconciliation with bookkeeping records ·       T4 and T4A preparation and filing support ·       Year-end payroll reporting A MORE ORGANIZED PAYROLL PROCESS We help you establish a consistent payroll schedule, maintain clear supporting records, and stay informed about upcoming payroll responsibilities. Contact TrusTax to discuss payroll support for your business.

Self-employed individuals have tax responsibilities that go beyond a typical employment-income return. Business income, operating expenses, home-office costs, vehicle expenses, equipment purchases, and GST/HST obligations may all need to be considered. TrusTax helps sole proprietors, contractors, freelancers, and independent professionals organize their business records and prepare their personal tax returns accurately. OUR SELF-EMPLOYED TAX SERVICES INCLUDE ·       Self-employment and sole proprietor tax return preparation ·       Business income and expense reporting ·       Review and organization of deductible business expenses ·       Home-office expense reporting ·       Vehicle and business-use expense reporting ·       Capital asset and equipment reporting support ·       GST/HST coordination where applicable ·       Catch-up bookkeeping before tax preparation ·       Prior-year and overdue self-employed returns BRING YOUR BUSINESS RECORDS AND TAX RETURN TOGETHER Good tax preparation starts with organized records. We help connect your bookkeeping and tax reporting so that your filing is supported by clear financial information. Contact TrusTax to discuss your self-employed tax and bookkeeping needs.

Corporate tax preparation starts with accurate financial records. TrusTax works with corporations and owner-managed businesses to organize year-end information, review bookkeeping records, and prepare corporate income tax filings. OUR CORPORATE TAX SERVICES INCLUDE ·       T2 corporate income tax return preparation ·       Corporate year-end preparation ·       Review of bookkeeping and year-end account balances ·       Book-to-tax adjustment support ·       Shareholder account review ·       Supporting tax schedule preparation ·       Corporate tax planning support ·       Coordination of GST/HST, payroll, and bookkeeping records ·       Prior-year corporate tax filing support ACCOUNTING AND CORPORATE TAX WORKING TOGETHER By connecting your bookkeeping, year-end records, and corporate tax preparation, we create a more organized process and give business owners a clearer understanding of their financial and tax position. Contact TrusTax to discuss your corporation's year-end and tax requirements.

Good business decisions require more than numbers. They require an understanding of how financial information, operations, business structure, and future goals work together. TrusTax provides practical consulting support for entrepreneurs, startups, owner-managed businesses, and growing companies. BUSINESS CONSULTING MAY INCLUDE ·       Business startup and structure discussions ·       Business planning support ·       Budget development ·       Cost and expense analysis ·       Cash-flow planning ·       Business performance review ·       Financial process improvement ·       Accounting and bookkeeping system recommendations ·       Growth and operational planning support PRACTICAL ADVICE BASED ON YOUR BUSINESS Our goal is to help you understand the financial side of important business decisions and identify practical next steps based on your circumstances and objectives. Contact TrusTax to discuss your business goals and the areas where you need support.

Accurate financial records are the foundation of a well-managed business. TrusTax provides practical accounting and bookkeeping support for small businesses, corporations, self-employed professionals, and growing businesses in North Vancouver and throughout Greater Vancouver. We help keep your day-to-day financial activity organized so you can understand your business performance, prepare for tax filing, and make informed financial decisions with greater confidence. OUR ACCOUNTING & BOOKKEEPING SERVICES INCLUDE ·       Monthly, quarterly, and annual bookkeeping ·       Transaction recording and categorization ·       Bank and credit-card reconciliations ·       Accounts payable and accounts receivable support ·       General ledger maintenance and review ·       Catch-up and cleanup bookkeeping ·       Financial statement preparation and reporting support ·       Year-end bookkeeping preparation ·       Accounting system setup and organization ORGANIZED RECORDS. CLEARER FINANCIAL INFORMATION. Whether you need ongoing bookkeeping or help bringing overdue records up to date, we build an organized process around your business and provide clear communication throughout the engagement. Contact TrusTax to discuss the accounting and bookkeeping support that fits your business.

Financial reports become more valuable when they help you understand what is happening inside your business and what deserves attention next. TrusTax provides business-focused financial advisory services designed to turn accounting information into practical insight for business owners and management. OUR FINANCIAL ADVISORY SERVICES MAY INCLUDE ·       Budget preparation and review ·       Cash-flow analysis and forecasting ·       Revenue and expense analysis ·       Management reporting ·       Business performance analysis ·       Profitability and cost review ·       Financial scenario analysis ·       Working-capital discussions ·       Financial information support for business planning TURN FINANCIAL INFORMATION INTO BETTER BUSINESS DECISIONS We explain financial information in practical language so you can better understand your business performance, identify areas requiring attention, and plan with clearer information. Contact TrusTax to discuss the financial reporting and advisory support your business needs.

Sales tax obligations can become complicated as a business grows. TrusTax helps businesses organize their GST/HST and British Columbia PST records and prepare accurate information for required filings. OUR GST/HST & PST SERVICES INCLUDE ·       GST/HST registration and account setup support ·       British Columbia PST registration support ·       GST/HST return preparation and filing ·       BC PST return preparation and filing ·       Sales tax account reconciliation ·       Review of GST/HST collected and paid ·       Input tax credit documentation review ·       Catch-up support for outstanding filing periods ·       Coordination of sales tax records with your bookkeeping KEEP YOUR SALES TAX RECORDS CONNECTED TO YOUR BOOKS Our approach connects sales tax reporting with your underlying accounting records, helping create a clearer and more reliable filing process. Contact TrusTax if you are registering a new business, need regular filing support, or need help bringing overdue GST/HST or PST records up to date.

Investment decisions can create different Canadian tax consequences depending on the type of income, transaction, account, and individual circumstances. TrusTax provides tax-focused guidance to help clients understand the reporting and tax considerations associated with investment-related activities. OUR INVESTMENT-RELATED TAX ADVISORY MAY INCLUDE ·       Tax considerations related to investment income ·       Dividend and interest income reporting ·       Capital gain and capital loss reporting considerations ·       Tax implications of selling investment assets ·       Investment-related record-keeping guidance ·       Tax reporting considerations for taxable investment accounts ·       Coordination of investment-related information with personal or corporate tax preparation ·       General tax planning discussions related to investment transactions UNDERSTAND THE TAX SIDE OF YOUR INVESTMENT DECISIONS Our role is to explain the tax and reporting implications of investment-related transactions so you can make decisions with a clearer understanding of the potential tax consequences. TrusTax does not provide securities recommendations, portfolio management, or advice regarding which securities or investments to buy or sell. Contact TrusTax to discuss the tax considerations related to your investment activities.