SERVICES OFFERED BY RITA TULLY, CGA
Intense Tax Review to review your business and how you keep your books and records. Together we will review common business deductions and determine how they relate to your business and how to maximize each one. You will also learn how to maintain your records so that your data is easily accessible for tax preparation or periodic analysis. Be prepared for an intense meeting. This consultation is done in-person or as a telephone interview. There is a $75 deposit which must be prepaid, but will be creditted to your account for use when you have your tax return prepared.
Tax Seminars - periodically, Rita will conduct a tax seminar for business owners. You will learn about audit red-flags and how to keep your books and records. You will learn about what you can claim as a business expense and how to claim it so that you are 'audit safe'. Contact Rita to get on the invite list! It's free!
Personal Tax Return Preparation (T1) - there is a flat rate for each spousal return ($100) plus a fee for each business on the tax return ($100). There is no additional charge to do the tax returns of any children living at home and going to school. An analysis will be provided with suggestions for the next year. Starting in 2011, there will be an additional service offered whereby we will archive your tax documents for you in PDF form for three years.
Tax Returns at death and Trust Returns (T3) - Given the complexity of issues when some passes away, it is critical to have Rita involved in processing the final return and the T3 (Trust) if required. The best situation is to have Rita review your end of life plans to ensure you are not falling into a tax trap and are using tax laws to your advantage.
Corporate Tax Return (T2) - There will be a review of your data to ensure you are compliant with tax law and a review of assets and liabilities to ensure correctness. The tax return will be prepared with all relevant schedules and GIFI. An analysis will be provided with suggestions for the next year.
Financial Statements - We can prepare Financial Statements for the Compilation or a Review engagement, whichever is appropriate and cost effective for your situation.
Audits of Not-For-Profits - Whether it's the daycare or the church, audits are handled professionally and promptly with the overall aim to improve the organization's systems and processes and ensure matters are handled in the best possible way for the future.
Charity Returns - Given new rules and new forms, it is imperative to have a professional handle the preparation of the returns in a timely manner.
Speaking Engagements - Rita will personally prepare a speech, round table or workshop for your organization on an appropriate topic. Whether the audience is ten or a thousand, in a living room or a formal hall, Rita is experienced and enjoys all opportunities to help people learn about taxes.