COVID-19 UPDATES

With COVID-19 dominating headlines, we feel it prudent to share our action plan should there be any type of event or situation that requires us to alter our regular business operations. Out of an abundance of caution, we have developed policies to ensure the continuity of service to our clients, including meeting all tax deadlines, and the safety of our team members, clients and business partners in case the current situation continues to worsen.

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PUBLIC DEALINGS

We are implementing work from home policy for our staff and all public dealings are by appointment only. Please be advised that under the by-laws of Region of Halton, you are required to wear a mask upon entering our premises.

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You can send your documents via the following methods:

1. Email it to

2. In case you need to send physical documents, we have a drop-off slot near our main entrance.

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OUR SERVICES

ASSURANCE & ACCOUNTING

We have highly qualified Accounting and Auditing group consisting of Partners, managers and other professional staff who provide different levels of financial statement analysis and preparation depending on the needs of the client. They are responsible for the timely preparation of the following:

• Audit engagements.

• Review engagements.

• Interim and quarterly review engagements.

• Notice to Reader engagements - Compilation of client's financial information.

• Preparation of financial statements

• Preparation of financial forecasts

• Analysis of internal controls and accounting systems

• Audit or review of financial information other than financial statements

• Specific audit procedures

• Up-to-date review of current accounting and regulatory compliance issues

TAXATION

The tax professionals at S&A Partners provide comprehensive tax planning for individual clients, corporate clients and trusts and estates.

Our primary objective is to ensure that the tax affairs of every client are reviewed continuously throughout the year on a proactive basis to minimize taxation, both in the short and long term. We accomplish this by creating innovative but sound tax planning strategies.

• Corporate and personal tax compliance &planning

• US Personal & Corporate Income Tax compliance

• SR&ED

• Estate and succession planning

• Cross-border tax planning

• Assistance in complying with federal and provincial income taxes, HST/GST and other sales tax laws

• Corporate Restructuring

• Assistance in CRA audits/reviews

ADVISORY

The world is constantly transforming into something new and keeping up with its continuous changes can seem challenging. The advisory team at S&A Partners is there to assist you through such challenges, whether they are discovering financing options for your business venture, business plans or planning your retirement.

• Corporate Financing​​

• Succession Planning

• Interim CFO services

• Sale of business

• Business plans & forecasts

IT SERVICES & SUPPORT

You might wonder what computer services has to do with accounting?
No matter what your business, entrepreneurs and small business owners are responsible for managing all aspects of their company. Advising clients on the best financial software in the market means there’s one less thing for you to worry about.
Arpit Jain leads our IT division, providing customized support and advice to clients. Arpit specializes in the installation and implementation of the most up-to-date software for your small business accounting needs, including Sage 50 Canadian, AccountEdge and QuickBooks.

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