NUMIS Chartered Professional Accountants

We are an innovative firm offering clients accounting, tax compliance, and consulting services. We understand that our clients come from all walks of life and we can put together a custom solution for you. Our clients range from individuals to start-ups to public corporations – all of whom seek our premium client experience.

• Compilation (formerly Notice to Reader) financial statements and year-end engagements
• Corporate tax filings (T2, T5, T1134, T1135)
• Year-end corporate tax planning and strategies (Dividend vs. salary, roll overs, amalgamation and reorganizations, transfer pricing, TOSI, life insurance, lifetime capital gains deduction LCGE)
• Bookkeeping services
• Payroll services, including annual slips (T4, WCB)
• Government remittances and filings (GST/HST, PST, EHT)
• Correspondence with CRA
• Public company reporting
• Budgeting, forecasting and management reports
• Review / Audit Engagements (financing/lending/loans/mortgages, construction, home builds, trust audits, etc.)
• Underused Housing Tax (UHT) Filings

* These are just some examples. This is not an exhaustive list.

• Personal tax returns for Canadian residents and non-residents (T1)
• Rental Income (T776)
• Self-employment business income (T2125)
• CRA correspondence and assistance with audits and reviews
• Personal GST filings
• Foreign income verification statement (T1135)
• Personal tax planning and strategies (RRSP, TFSA, HBP, LLP, dividend vs salary)
• Underused Housing Tax (UHT) Filings

* These are just some examples. This is not an exhaustive list

• Federal and state personal income tax returns for residents and non-residents
• Expatriation tax returns and planning
• Offshore Voluntary Disclosure Program & IRS Streamlined Procedures
• Preparation of US annual slips (1099)
• Correspondence with US tax authorities
• US foreign reporting filing (FBAR)
• Consultation on cross-border tax issues and employment abroad
• Pension-split calculation to minimize overall tax liabilities
• Analysis of tax treaty applications for individuals
• US tax implications from owning RRSP/RESP/TFSA/Mutual funds
• US tax consequences to US persons owning shares in Canadian corporations (subpart F implications, PFIC issues)

* These are just some examples. This is not an exhaustive list

• Managerial accounting can be used in short-term and long-term decisions involving the financial health of a company.
• Our management service helps managers make operational decisions intended to help increase the company’s operational efficiency – which also helps in making longer-term investment decisions.

* These are just some examples. This is not an exhaustive list

• M and A Transactions, RTO’s and IPO’s
• Financial statement preparation and review (Quarterly and Annual)
• Finance or Accounting team development and support
• CTO / MCTO Assistance
• External Audit Assistance
• Process analysis and improvements
• Cash-flow management – AR and AP

* These are just some examples. It is not an exhaustive list

I am impressed with NUMIS consulting services and appreciate the way their staff looks after our business needs. For my business, I always looked for a firm that is reliable, experienced, punctual and professional but it is very hard to find one. Luckily, the NUMIS team has all these qualities. They are experts at working with small businesses and pay close attention to the details for accuracy. Jack and his staff are very professional and knowledgeable and deliver the service in timely manner.

– Tarun Khullar