Douglas A. Pinto, Chartered Accountant

Description

Providing the highest level of personalized service possible, my clients benefit directly from my extensive experience and focus on practical, down to earth accounting and tax solutions and advice.
If you are in need of a chartered accountant to provide strategic guidance and insight to help start or grow your business, to guide you in building your wealth while minimizing losses to taxation, or if you’re looking for strategic personal tax planning, then I can help. SERVICES Audit and Assurance These services allow clients to meet the requirements of lenders, other stakeholders or potential stakeholders in the case of sale transactions. • Audits of financial statements or other financial information • Review engagements Compilations Preparation of financial statements based upon client provided information. Generally compilation services are suitable where financial statements are primarily for internal use and tax compliance. No assurance is provided with compilation services. Tax Services I provide a full range of tax services from basic compliance to advanced tax planning and reorganizations. My services will identify key tax planning opportunities that minimize both current and future tax liabilities. Tax services offered include, but are not limited to: • Tax planning for individuals, corporations and estates • Tax and Information Return preparation for : - Individuals - Corporations - Estates and trusts - Not-for-profit organizations • GST/HST and PST compliance • Tax effects of buying/selling a business Business Advisory Services These services can help your business to identify and find solutions for areas negatively affecting profitability and growth. They will develop and provide real-world solutions that are practical and technically sound. The following are just a few of the areas in which I provide advisory consulting services: • Business and profitability analysis and strategic planning • Cost and expense analysis and planning • Business process improvement • Business valuations • Buying/selling a business • Financial, wealth accumulation and retirement planning • Accounting software selection and implementation Business Succession Planning For business owners, providing for business continuity and succession of ownership is essential. Proper advanced planning is critical to ensure that your business legacy and / or associated accumulated wealth is transferred to the next generation in the smoothest and most tax effective manner possible. I can guide you through this complex process and work with you to formulate your business succession plan. Estate Planning Effective estate planning facilitates the orderly transfer of your assets to the next generation, provides security for your surviving spouse or heirs, and can minimize the tax due on the transfer of your assets. I can guide you through the complex process of getting your financial affairs in order and work with you to formulate your estate plan. Financial Forecasts and Projections Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, my experience can assist you in achieving your company's financial goals. General Accounting Services Access to accurate financial information in a timely manner is the foundation upon which a successful business is built. With a solid foundation of well-organized financial records a business is able to operate efficiently on a daily basis, adapt to changes in the business environment and take full advantage of opportunities as they present themselves. I provide a full range of cost effective accounting services including the following: • bookkeeping (monthly/quarterly/annual), including transaction accounting for: - cash receipts and disbursements - sales invoices - accounts receivable - accounts payable - maintaining the General Ledger and General Journal - financial statement preparation • accounting system setup for new businesses