Services

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Small-Medium sized Businesses
Tax and business consulting
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Personal Taxes
from simple to complex
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Non-resident Taxes
cross-border tax matters

Small-Medium
sized Businesses

Let Charlotte Neweling’s 15 + years of professional experience in public practice assist you with your business.

My goal is to help you get, and keep, your business on track by advising on tax matters and planning, as well as provide consulting on general business matters since most small business owners likely don’t have the internal resources to cover all their bases. The uniqueness of being your own boss means that much of your business planning also must take into consideration your personal and family tax situations.

The services I and my staff provide are the finalization of accounting records and preparation of financial statements for your private company, proprietorship, joint venture, partnership or rental property. We provide notice to reader and review engagements. And, of course, we prepare the related tax filings such as corporate or partnership returns and GST, T4, T5 and NR4 filings

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Personal Taxes

When providing personal tax services, my goal is to not only relieve my clients of the burden of preparing their tax returns but also to try to ensure that they do not miss out on the credits and deductions available to them to optimize their tax situation, while still being compliant with the tax rules.

I and my staff can tackle even the most complex tax returns which include; business, rental, investment income, as well as foreign income and tax for individuals, and estates and trusts.

I advise not only on the yearly personal tax filings but also on the longer-term tax planning that takes into consideration what phase of life you are in; whether single, married, with small or adult children, near retirement, or planning for your will and estate.

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Non-Resident Taxes

Figuring out the tax rules of another country is complex. My primarily German speaking, non-resident clients benefit greatly from my years of experience advising those who have employment, business or rental income in Canada, in making sure they are compliant with the Canadian tax rules. I and my staff assist individuals and companies with their various Canadian tax filings which include the preparation of personal or corporate tax returns, NR4 and NR6 forms for rental income and preparation of T2062 forms for the disposition of Canadian taxable property. My ability to speak both English and German has often been beneficial in communicating and coordinating with a non-resident’s tax accountant in their home country regarding their complex cross-border tax matters.

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Unique Individuals, Unique Accounting Needs

Each situation you, or your business, finds itself in is unique. Therefore, you may, or may not, have seen what you are looking for in our description of services.  Feel free to contact us and let us help you navigate through your business and personal accounting, tax and advisory needs.

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