To our clients,
It is with great excitement that we announce a joining of forces between S&A Partners and Weiler & Company effective February 13, 2021. Over the past few months, we have spent a lot of time with Weiler & Company and we are impressed. Our two firms have a similar client base and specialize in owner-managed businesses as well as personal tax and cross-border taxation. We are confident that this will be good for our clients and for us moving into the future.
As part of their rebranding initiative, going forward Weiler & Company will be known as WCo. We are proud to provide accounting and assurance services, personal tax preparation, tax planning, cross-border tax services, estate planning and compliance, as well as consulting and advisory services.
Who is Weiler & Company / WCo?
WCo is a team out of Guelph. Their firm has been operating since 1986 and consists of five Principals that have a combined experience of over 100 years. They offer their clients many of the same services as we do, with Martha & Lisa assisting many clients in complex tax transactions and Lori, Michael & Andrew providing Audit, Assurance and Valuation services. These added resources will bring enhanced benefits to our clients. To learn more about their team, please visit www.wcocpa.ca or www.weiler.ca.
Who will I contact?
You will still be contacting the same person that has been assigned to your account – there will be no change there. However, you may be introduced to the Weiler/WCo team over the coming months as they will be working in tandem with your pre-existing contacts.
Will there be a change in the services and fees?
In the coming months, we will add a host of new services such as mergers & acquisition advisory, business valuations, contract negotiation and other business advisory services. However, we will continue to offer the existing services in mostly the same way.
Where should I send my information?
The office address has not changed. However, while we are still living through the pandemic, the office is not open to the public. You can continue to drop off records and documents through the mail-slot in the side door, or you can send documents through our portal, or you can email us.
If you would like to use the portal and have not done so previously, please email firstname.lastname@example.org
Will there be other changes?
Some of our processes will be modernized and will be less paper focused. What won’t change is our commitment to our clients, our community and our colleagues.
We look forward to continuing to work side by side with our valued clients and colleagues with whom we have developed such good relationships over the years.
Established in 2008, S&A Partners is a leading firm of Chartered Professional Accountants & Advisors, dedicated to serving clients ranging from privately held companies, family owned businesses, non-profit organizations and high net worth individuals.
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:
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
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
Estate and succession planning
Cross-border tax planning
Assistance in complying with federal and provincial income taxes, HST/GST and other sales tax laws
Assistance in CRA audits/reviews
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.
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.