Tax, Accounting & Financial Planning Services:
We offer a variety of services tailor made to fit your business needs. Whether you're a contractor in Red Deer or a farmer in Trochu, we serve clients of all shapes and sizes to develop a model for success.
We offer a unique service designed for contractors and small businesses. We take care of all your accounting needs from top to bottom so you can get back to focusing on your business. These services include:
- Federal and Alberta corporate tax returns
- Personal tax returns for each shareholder
- Year round bookkeeping
- Annual GST returns
- Filing T4 and/or T5 slips (salary vs. dividends)
- Anytime advice from a Chartered Professional Accountant and Certified Financial Planner
We also offer contractors and small corporations the option to have all the above services provided for a fixed monthly fee. Many of our clients prefer a predetermined fee and having all their accounting needs completely taken care of stress free.
We offer a number of unique service tailor made for farmers and ranchers. Whether you want to incorporate your farm, participate in government assistance programs or simply know how to get every deduction available you've come to the right place. Some of our specialized farm services are below:
- Farm taxation, preparation and planning (Corporate & Personal)
- Income tax smoothing, inventory adjustments & year end farm previews
- Tax-free rollovers for farm property
- Tax-free farm incorporation
- Estate freezes & succession planning
- Filing with AgriStability & AgriInvest
- Capital budgeting for equipment & land purchases
- Tax efficient sale of farm business & retirement planning
- Farm GST, payroll and subcontracting advice and services
- Audit protection and prevention
At Horizon, we understand your farming or ranching business from the ground up because we've been immersed in the industry from day one. Let us show you how to maximize your profits and minimize your tax with our specialized farm services.
We focus heavily on tax preparation, planning and advisory. Let us show you how we can minimize your tax and maximize your bottom line. Our tax services include but are not limited to the following:
- Taxation of individuals
- Taxation of unincorporated small businesses and farms
- Taxation of corporations
- Taxation of trusts and estates
- Tax effective retirement and estate planning
- Tax effects of buying and selling a business
- Tax efficient strategies and audit protection
At Horizon, taxation is our specialty and if you're ever in doubt be sure to get a professional opinion before it's too late.
We provide reliable, relevant and understandable financial statements for your corporation to meet whatever reporting requirements you may have. Whether you need financial statements for a bank loan, shareholders or simply your own financial interest, we've got you covered. We provide financial reporting on two levels:
- Compilation/Notice to Reader - This is the basic industry standard when preparing corporate tax returns.
- Review - Additional analytical procedures are performed in compliance with ASPE (Accounting Standards for Private Enterprise).
Come see how we can make sense of your financial position with professionally prepared financial statements.
We provide basic bookkeeping services for our clients primarily as part of our complete accounting solution for small businesses and contractors. We also provide all levels of GST, dividends and payroll services for our clients including all filings and correspondence with the CRA. We work with a variety of bookkeeping softwares and also provide services for setup and implementation of your business accounting.
Ask us about Horizon's very own bookkeeping software provided free of charge to all business clients.
Whether you're looking to pass you business to your children or simply want advice as to what age to start taking CPP or OAS, we've got a solution for you. We deal with all types of estates, trusts, rollovers and succession plans designed to minimize tax when passing assets on to the next generation.
At Horizon, we want your children to be just successful as you are and this starts with a concrete estate plan.
If you are buying or selling your business, land, house or other assets, be sure to consult with us before making the final decision. We also provide basic business valuations to aid in your decision making process.
Don't wait till after the sale to find out you missed the lifetime capital gains exemption, that the business you bought had underlying liabilities or that the price you paid was too high.
The CRA (Canada Revenue Agency) can be confusing and hard to deal with at times. Let us be your CRA liaison to make sure your business is in the good books and complying with all CRA rules and regulations. We provide services for all forms of CRA correspondence, objections and appeals.
There's no need to dread the CRA when you have a professional on your side to guide the way.
We offer business incorporation services, advice and implementation for start up businesses. Be on top of incorporation from the beginning to ensure the success of your business, the ease of your bookkeeping and the efficiency of your taxation.
Let us help you hit the ground running with professional advice from our business incorporation services.
As part of our holistic financial planning approach we offer comprehensive investment analysis to ensure your risk profile fits your goals. Investments are an important part of financial planning that need to be managed adequately to ensure the correct risk/reward portfolio is constructed to suit your needs.
Be prepared down the road for retirement or estate succession with a professional financial plan so you can feel safe about the financial future of yourself and your family.
We offer all forms of miscellaneous business consulting and financial advice. We are always looking for a new challenge or innovative way of doing things. Don't be afraid to ask us any question and we will come back with an answer.
We also work closely with a number of professionals in various industries. Don't be afraid to ask us for a referral and we will gladly point you in the right direction.