Our firm offers a wide range of services to our business and individual clients. We have listed the services offered together with a brief description. Please feel free to inquire about a service if you do not see it listed.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm supplies a full range of cost-effective accounting services, including:
- preparation of General Ledgers and financial statements
- bookkeeping on a monthly, quarterly, or annual basis
- setting up accounting systems for new businesses
- compilation of financial statements
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Interim Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards. However, we express no opinion or any other form of assurance on the underlying information included in them. The statements produced can be a useful tool for making business decisions.
Financial Forecasts & Projections
Forecasting is a necessity when trying to effectively manage a business and make it profitable. From simple projections to complex financial modeling, our experience staff can assist you in achieving your company’s financial goals.
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
- Audit - an intensive examination with the highest level of assurance
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use.
Estate & Trust Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Federal and Provincial Sales Tax (GST, HST, PST and QST)
Many of our clients are responsible for collecting and submitting sales taxes. We can assist your company in the compilation of information and the preparation of sales tax returns.
We prefer to take a proactive approach to tax services by keeping current on new tax laws and legislation. This allows us to identify key tax planning opportunities that minimize both your current and future tax liabilities.
Our practice provides high quality service with an extra measure of personal attention. Planning is the key to the success of any growing business, and so we ensure that tax compliance and planning go hand-in-hand with the preparation of financial statements. We offer our individual and business clients the tax advice they require throughout the year. These services include:
- Tax planning for individuals, Trusts and corporations
- Preparation of Canadian and U.S.A. tax returns for individuals, corporations, estates and trusts, as well as not-for-profit organizations. Please go to the “Online Tax” section to read about how our individual clients can submit their tax information online through a secure website.
- Federal and provincial commodity tax planning and compliance
- Tax considerations in matrimonial settlements
- Tax effects of buying or selling a business
- Representation services regarding notices of objection for income tax assessments and tax audits.
- Assistance and or preparation of Scientific Research and Experimental Development (SR&ED) Tax credit incentive Claims. Some basic points of discussion are:
Is your Company, Yourself (individuals including health professionals) Partnership or Trust:
- Involved in developing a new product or process?
- Involved in improving existing products or process?
- Invested in or have plans to invest significantly in technology?
Then you may be eligible to receive SR&ED credits from Revenue Quebec and CRA.
What is the time frame?
SR&ED claims must be filed within 18 months from the fiscal year-end of the claimant. Accordingly, you may be eligible for a maximum of two claims within a given period. CRA does not allow late or incomplete submissions under any circumstances. Once this 18 month time frame expires, you will have lost this potential entitlement permanantly
What amount can be received as a credit or refund?
In the situation of a Quebec based CCPC (Canadian Controlled private corporation), the potential refund can be as high as 85% of expenditures incurred in eligible expenditures between both the Federal an Quebec governments. The SR&ED credit is refundable totally only for CCPC's. For all others, the credit is adjusted against current taxes payable, against taxes paid in prior years ( refund of prior years taxes paid ), or against taxes payable in the future.
The CRA's web site explains the (SR&ED) Program more fully as follows:
"What is the SR&ED Program?
The Scientific Research and Experimental Development (SR&ED) program is a federal tax incentive program to encourage Canadian businesses of all sizes and in all sectors to conduct research and development (R&D) in Canada that will lead to new, improved, or technologically advanced products or processes. The SR&ED program is the largest single source of federal government support for industrial R&D.
Claimants can apply for SR&ED investment tax credits for expenditures such as wages, materials, machinery, equipment, some overhead, and SR&ED contracts.
It should be noted that the CRA is responsible for administering the SR&ED program, while the Department of Finance is responsible for the legislation that governs it.
Generally, a Canadian-controlled private corporation (CCPC) can earn an investment tax credit (ITC) of 35% up to the first $3 million of qualified expenditures for SR&ED carried out in Canada, and 20% on any excess amount. Other Canadian corporations, proprietorships, partnerships, and trusts can earn an ITC of 20% of qualified expenditures for SR&ED carried out in Canada."
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Business valuations
- Buying/selling a business
- Business process improvement
- Computer systems
- Financial & retirement planning
- Estate planning
Tax Info Online
In 2002, A. Bertucci,CPA,CA introduced its Internet tax data collector which enables our clients to submit their tax information electronically. Clients will be guided through an interview process that is convenient and easy to use.
We chose to offer this service to our clients because:
- It uses the convenience of the internet together with high-encryption browser security.
- Your data is safely stored with the same security measures used for online banking and trading.
- It has an easy-to-use interview process.
- It features the intuitive QuikClik method which lets you jump directly to the screens you need.
- It enables you to view completed screens, monitor your progress, and print a summary of your input. You can even leave notes and questions along with you information.
Here’s how the internet data tax collector works: To use this service, contact us at firstname.lastname@example.org and we will provide you with your username and password. Keep in mind that your password is your key to your tax file, and as such, it should remain completely confidential.
From our web site, go to the Links page and click “Personal Tax Login” to link to the tax data collector.
You will be taken to a secure website which will verify some of your browser’s settings, as it will require being able to support 128-bit encryption. If your computer or browser fails any of the checks, don’t worry, these limitations are all very easy to overcome. For more information, please see our Frequently Asked Questions.
Enter your username and password.
In your file, you will find your name and address, and those of your family members. Please verify this information for accuracy.
You may move through the tax data collector simply by clicking the “Next” button and entering data in each relevant screen as it appears. Alternatively, you may use the interview navigation window located on the left-hand side of the screen to prompt the display of specific entry fields.
Other family members are listed in the top left-hand corner of the screen. To access them, select a name form the list.
To leave the application, click on the “Log Out” button in the top centre of the screen.
You may return as many times as you need in order to plan and complete your return.
Once you have entered and reviewed all of your tax data, clock the “Submit Tax File” button from the toolbar.
Note! Whether your tax return is filed electronically or on paper, the governments still require that we receive your tax slips and receipts for review and verification prior to filing your return. Please send all supporting documents to:
A. Bertucci, CA Tax Info Online Section 1445 Lambert Closse, 2nd Floor Montreal, QC H3H 1Z5
Be sure to include all relevant slips and receipts (i.e. income, tuition, RRSP, donations, medical expenses, etc.) If you are unsure about what you need to submit, it is better to include supporting documents than omit them.
Our office will contact you as soon as soon as we have reviewed your tax information and prepared your tax return(s).
Online Help: A.Bertucci’s internet tax data collector provides context-sensitive help on each screen to answer any questions you may have about the fields that appear there. Should you require more help, please do not hesitate to contact us at (514) 932-3229 or e-mail us at email@example.com.
FREQUENTLY ASKED QUESTIONS 1. What should I do if I forget my username or password?
If you forget your username or password, please contact us at (514) 932-3229 or e-mail us at firstname.lastname@example.org/
2. Can I change the username or password I was assigned?
The password can only be altered by A.Bertucci staff. Please contact us if you feel your username and/or password have been compromised.
3. What if I have questions about how to enter information?
If you are unsure how to input the information, please contact us or enter the information to the best of your ability and use the “Notes” area of the interview to report your question.
4. Where is my data stored?
The information entered into the tax data collector is stored securely on servers owned and maintained by Dr. Tax Software Inc., suppliers of our income tax preparation software.
5. How secure is my information in the tax data collector?
When you log onto the tax data collector, you pass through a firewall which blocks access to anyone who does not have the right to enter. From the time that you log on to the tax web server, using your user ID and password, all activity on our web site take place in encrypted mode. We use the highest level of encryption available. The same level used for online trading and banking.
The federal Personal Information Protection and Electronic Documents Act provides strict rules for the protection of personal information held by Canadian businesses. Not only is compliance mandatory for most commercial enterprises, your commitment to privacy is an important factor in your relationship with your customers. Our team can assist you in identifying privacy risks, developing policies and procedures, and implementing any systems or organizational changes necessary to ensure that personal information in your possession is well protected.
Frequently Asked Questions
What if I forget my user name or password?
If you forget your username or password, contact us at (514) 932-3229 or send us an email on email@example.com.
Is that I can change the user name or password that was assigned to me?
The password can only be changed by the staff of A. Bertucci. Please contact us if you think your user name or password has been compromised.
What if I have questions about data entry?
If you are unsure how to enter information, contact us directly and then enter your data in the best possible and report your problem in the box labeled "Notes" form.
Where is my information stored?
The information entered in the form is stored securely on managed by Dr. Tax Software Inc. servers, providers of our tax preparation software.
What is the level of security in the process of information gathering?
When you connect to the service, a firewall blocks access to unauthorized persons. From the moment you are identified with your username and password, any activity on our site takes place in coded and encrypted fashion, similar to that used by financial institutions level.