Sam Lieberman
MBA
Chartered Accountant
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Client Services

Sam offers a wide range of services to both his individual and business clients. But unlike other firms, with Sam there are no templates. He recognizes that each situation, issue, or problem - no matter the size - is as unique as you are, and requires an equally unique solution. And the best part is that when you bring in Sam for an engagement, you actually get Sam working for you. It's the best of both worlds – the knowledge of the "big guys" with personal, attentive service.

The services that Sam provides are listed below with a brief description. As the list is by no means exhaustive, please feel free to contact Sam directly if you have any questions. To view the service description, simply click of the service of your choice.



Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use Sam's experience and access to the most current tax developments to minimize your tax liabilities.

Corporate Taxation

Preparing corporate tax and information returns for both the Federal and Provincial governments, and managing relations with government authorities.

Personal Taxation

Preparing personal income tax returns including E-filing and compliance with both Federal and Provincial tax laws.

Tax Services

Sam prefers to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, Sam is in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Sam provides his individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

  • Tax planning for individuals and corporations
  • Return preparation for
  • - Individuals - Corporations - Estates and trusts
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning

Estates

Estate Administration

Provides excellent, impartial, independent and professional service. Each Estate is handled in accordance with established policies and procedures, including identifying, locating and distributing the balance of the Estate to the rightful heirs and beneficiaries in a tax-efficient manner.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Sam can guide you through the complex process of getting your financial affairs in order.

Accounting Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Sam's qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Financial Statement Preparation

Presenting clients’ financial results professionally, in easy-to-read formats, and giving them the specific information needed to make smart business decisions in a timely manner.

Compilations

Sam views his role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Financial Statements

Presenting clients’ financial results professionally, in easy-to-read formats, and giving them the specific information needed to make smart business decisions in a timely manner.

Other

Interim CFO

Providing clients with the accounting, financial, and technical expertise to manage projects, implementation, or the general financial affairs of the business on a schedule that suits their needs.

Investment Review

As you develop your investment strategy, Sam will act as your sounding board. Sam can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.




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