ACCOUNTING SERVICES
PERSONAL INCOME TAX SERVICES
As an experienced tax professional, I understand that filing personal income taxes can be a daunting task. That’s why I offer hassle-free tax preparation services for individuals like you. Whether you’re a salaried employee, freelancer, or have multiple sources of income, I’ll ensure that you take advantage of all eligible deductions and credits, maximizing your tax returns. With my personalized approach, I’ll guide you through the process step-by-step, making it easy and stress-free.
TRUST TAX RETURN SERVICES
Family and Discretionary Trusts:
I provide tax filing services for family trusts, an alter-ego trust, or a joint partner trust.
Death and Testamentary Trusts:
I highly recommend planning for the future to reduce expenses such as probate fees and taxes, as well as to ease the financial and administrative burden on your surviving family members.
Comprehensive Trust and Estate Services:
- Thorough planning for trusts and estates
- Careful financial management
- Preparation of the final T1 tax return for the year of death
- Completion of T3 tax return for trusts and estates
ASSURANCE SERVICES
During an audit engagement, my thorough examination of the client’s financial statements allows me to provide an unbiased opinion on their fairness and accuracy.
For a review engagement, I prepare and assess the client’s financial statements to ensure they are sensible and reasonable, avoiding any deceptive or misleading information. Once everything is in order, I attach the standard review report to the client’s financial statements.
Businesses looking for an objective evaluation of their financial records can rely on my review and audit services.
CORPORATE TAX SERVICES
Running a business comes with various responsibilities, and corporate taxes are one of the most critical aspects. With my expertise in corporate tax laws and regulations, I can help your business optimize its tax strategy, saving you money and ensuring compliance with all relevant tax laws. From preparing your annual tax returns to advising on tax planning strategies, I’m here to assist you at every stage of your business’s financial journey.
COMPILATION ENGAGEMENT
In a compilation engagement, I put together financial statements, schedules, or reports using unaudited financial information provided by the client. This type of engagement works well when the client knows that the statements prepared by the firm don’t provide any guarantee about the accuracy of the compiled information. To make readers aware of this, I attach a “Compilation Engagement Report” stating that no review or assurance was conducted on the information, and it may not be suitable for the reader’s use.
ADDITIONAL SERVICES
I offer a range of supplementary services to support your financial success. My bookkeeping services ensure your financial records are up-to-date and well-organized. Through tax planning, I can help you strategize to minimize your tax liabilities and plan for the future. Furthermore, I provide valuable business advice, leveraging my expertise to help your company thrive and overcome financial challenges.
With my personalized approach and dedication to excellence, I strive to be a trusted partner in your financial journey, making sure you achieve your goals and secure a stable financial future.
OUR PROCESS
1 – CONNECT
First, we need to understand your business to ensure we are a good fit. To do that, you’ll complete a brief questionnaire. Get started.
2 – EVALUATE
Next, we’ll get together and talk about your business and dig into your biggest challenges and what’s giving you the most headaches.
3 – SETUP & EXECUTE
We’ll determine the best ways to help you and setup a solution to streamline your business accounting.
4 – MONITOR
We’ll review your results on a regular basis and make any necessary adjustment
ABOUT YONG CHOI
Outside of work, Yong enjoys spending time outdoors and practicing meditation.
