Altogether Tax logo• Bookkeeping • Year End Filings • Personal & Corporate Tax Preparation

 At Altogether, We Help You Keep It All Together

Small Business start up

We are here to help our clients who have their own small business. Deciding to start your own company is sometimes a daunting task and questions need to be asked and answered by people who know how to answer them.

Should you apply for:
A GST # right away?
If you do need a GST # - should you file annually or quarterly?
How about a PST #?
Should you incorporate?
How do you complete a name search?
Do you need a business bank account?
Or can you use your own personal bank account?
Do you need a business licence?
What kind of receipts should you save?

All are important questions and there is a dozen more that you should know as you start up your business. We are here to help….don’t be shy, these questions need to be asked and answered preferably before its too late.

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Personal Income Tax preparation

It’s the time of year that we love to hate (filing deadline always April 30). Unfortunately, it’s a reality we can’t help you avoid – but what we can do is make the process as smooth and hassle free as possible. This is for all..... including the small proprietorship (small business who have a deadline of June 15).

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Financial Statement preparation

We prepare compilation of financial statements - Notice to Reader unaudited financial statements for Sole Proprietorships, Partnerships and Corporations.  The financial statements produced are used by clients to influence important business decisions about how to apportion your capital and resources within your business.   Other interested parties, such as the bankers, other lenders, or even potential investors, may rely on those statements in their professional business dealings with you.  These statements are compiled from information the client provides.  There is no audit performed.  A Notice to Reader is often sufficient for many businesses and will improve our understanding of your business and allow us to provide recommendations.

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Bookkeeping

We offer Monthly; quarterly and annually bookkeeping. This service is for the small business owner that doesn’t have the time or the inclination to do his or her own bookkeeping and are not quite big or busy enough to hire their own in house bookkeeper. Let’s face it, bookkeeping can be time consuming and you do have a life outside of work. This is where Altogether Tax comes in, we love to do bookkeeping.  We are here providing you efficiency, confidence, peace of mind and professional support at a great rate. 

We can provide you with professional bookkeeping services that allow more time for you to focus on what matters – your business.  With meaningful and well organized financial information, you will be able to make better business decisions.  If in the event of an audit, you will be asked to keep everything…. All receipts.  All records and receipts are to be kept by you for seven years before they may be destroyed. 

We provide bookkeeping in the following areas:

Bank and credit card reconciliations
Invoicing and accounts receivable collections and tracking of revenue/invoices

Tracking cash expenses and payables and recording of payments
Preparation of payroll and government remittances

Preparation and net-filing of GST and PST returns

Monthly, quarterly and annually prepared financial statements

Client bookkeeping systems set up and educating

Bookkeeping assistance to clients that prepare their own records

Preparation of T4’s, T5’s, and T5018’s (statements of subcontractor payments)

With the number of electronic accounting software packages available for small business and individuals growing every day, choosing the right fit for you has become increasingly demanding.  We have knowledge of many programs, either through personal experience or industry literature or referrals from other clients.  We can help you choose what will work best for you.

We use Sage 50 and Quickbooks as our base software.  These two software packages have the majority of the markets here in Canada and have proven track records.  We use these two extensively but have worked with many others.

We offer set up and implementation services if you, the client, chooses to do your own bookkeeping.  We can educate and help direct no matter what stage of business you are at.

Be sure to contact us when you need bookkeeping from experienced and reputable bookkeepers.

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Payroll

Calculating wages
Calculating holiday pay
Sending pay slips for your employees
Direct Deposit services also an option
Calculating CRA payments for EI, CPP and Federal tax
Sending in ROE’s

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Corporate Registries

Corporate Minute Book management

We will keep your corporate minute book safe on our premises and every year inform you when it is time to file your annual return. We will prepare the annual minutes of shareholder(s) and director(s) for you to sign. We stay on track on your behalf.

Filings with Corporate Registries

Incorporating: If you decide to incorporate, there are a few steps and they all have to be completed properly and in a timely manner. Talk to us and we will help you with incorporating or we will do it for you, whether you are in British Columbia or Alberta.

Once you have incorporated, a Minute book needs to be created. Shares have to be created with a multitude of other forms. Once a year an annual return must be filled in the province you have registered in and the Shareholder & Directors minutes need to be updated. If you don’t complete your annual return once a year you may loose your Ltd. company name and status……if not sure ask us and we can either show you what you need to do or have us do it for you every year.

Other Corporate filings

We have the abilities to not only file your annual return, we can file the Notices of change of address or change of directors etc.

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 Our NEW OFFICE is located at 222-1634 Harvey Ave, Kelowna, BC V1Y 6G2

 Altogether Tax Inc.
Open Monday to Friday
9am to 5pm
Saturdays, Sundays and Holidays closed.
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 Altogether Tax Inc.
222-1634 Harvey Ave, Kelowna, BC V1Y 6G2
Phone: 778-478-2188  Fax: 250-980-3200
Toll Free: 877-309-5484
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