- Audit: An intensive examination with the highest level of assurance

- Review: Some analytical procedures conducted with limited assurance

- Compilation: Procedure based upon information provided by the client.

- 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

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 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.

Our staff will also go on-site to train and implement proper accounting and financial procedures. A specific business service package is developed for each client according to their specific needs.

Due to the diversity of our client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, some of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to meeting the needs of our clients. - Business plans - Cash-flow analysis - Litigation support - Expert witness services

Designed to build trust and confidence between businesses and customers, CA Web Trust raises the bar for e-commerce business practices and provides independent verification that web sites meet CICA/AICPA prescribed criteria.

The CA Web Trust seal on a web site guarantees compliance with CA Web Trust principles and related criteria. This seal tells potential customers that a CA has thoroughly evaluated our web site and assures you that our company uses sound business practices and controls when engaging in electronic commerce. Consumers may click on the seal to access a report issued by the CA, as well as the CA Web trust principles and standards.

In short, the CA Web Trust seal tells our customers that we follow the rules of good business, which, in turn, makes for good business.

CA Web Trust principles address three broad categories: - Business Practices Disclosures: the web site operator discloses its business practices for e-commerce transactions and executes transactions in accordance with it disclosed business practices. - Transaction Integrity: The web site operator maintains effective controls to provide reasonable assurance that customers’ orders placed using e-commerce are completed and billed as agreed. - Information Protection: The web site operator maintains effective controls to provide reasonable assurance that private customer information obtained electronically is protected from uses not related to its business.

In 2002, A. Bertucci introduced its Internet tax data collector which enables our clients to submit their tax information electronically. Clients will be guided through an thorough 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 taxinfo@abertucci.com 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 taxinfo@abertucci.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 taxinfo@abertucci.com/

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.