Client Services
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.


As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Accounting Services

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

*Audit - an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Bookkeeping/Write-Up

It is a tedious responsibility, but of critical importance to the smooth running of any business. As reporting requirements become more intricate, even the smallest business must maintain accurate and current records.

Weinstein Raisin offers a full range of bookkeeping, payroll and computerized monthly record-keeping services which in turn allows our clients to focus on their core business. Our monthly reporting practice can maintain necessary journals, ledgers and financial statements and we can also prepare client payrolls and required government filings for payrolls and for sales taxes.

And as part of our breadth of consulting services, relative to monthly reporting, our experts can also suggest and design various accounting systems specific to the needs of any size business.

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. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Tax Services

Tax Services

The Weinstein Raisin team creates tax strategies designed to enhance our clients' personal and business success - for today and tomorrow. Tax preparation and planning is the cornerstone of our business, and like all of the services we offer, we work with today's information to leverage the best possible outcome for the future.

We pride ourselves on our solid track record of ensuring that high net worth individuals, entrepreneurs and owner-managed corporations minimize their tax liabilities. Understanding that clients need advice during many stages of their business and personal life and that every business or investment decision has tax implications, we provide innovative suggestions and advice that help all of our clients plan for the lowest possible tax payout.

Tax preparation and planning is completed with the utmost professionalism, precision, reliability and time-sensitivity.

Our tax services include:

- Corporate tax planning

* Income tax returns

* Reorganizations

* Tax effects of buying/selling a business

* Provincial and federal commodity tax planning and compliance

- Personal tax planning

* Income tax returns

* Tax effective retirement and estate planning

* Tax considerations in matrimonial settlements

- International tax planning

* U.S. tax issues

* Establishment of international business

* Offshore investments and tax structures

* New immigrants and planning to become non-resident

- Estates and trusts

- Not-for-profit organizations

Additionally, Weinstein Raisin tax specialists stay apprised of the rapidly changing nature of tax structure. We will resolve any disputes with taxing jurisdictions, prepare GST and PST filings, and deal with the Canada Revenue Agency (CRA) and all other provincial jurisdictions. We will also manage commodity tax issues, and real estate taxation. Supporting our clients' interests is of paramount importance to everyone in our firm.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Estate & Trust Tax Preparation

A number of accounting, tax filing and regulatory requirements face executors and trustees. Weinstein Raisin takes significant measures to ensure that clients' estates are handled profitably for them and for their beneficiaries. We also help our clients minimize taxes, probate fees and the administrative time required by family and heirs.

We perform estate and trust record-keeping, preparation of estate and trust financial statements and tax returns. Assistance is also provided to executors, trustees and their legal advisors in areas such as cash flow projections, valuations and tax 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. We can guide you through the complex process of getting your financial affairs in order.

Consulting Services

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Business valuations

*Buying/selling a business

*Business process improvement

*Computer systems

*Financial & retirement planning

*Estate planning

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We 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.

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.

Other Services

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

*Mergers & acquisitions

*Business start-up or expansion

*Cash flow forecasting

Miscellaneous

Tax Compliance For Non-Residents

We assist non-residents in preparing NR6 filings, preparation of NR4 summaries and supplementaries, preparation and filing of T2062 and T2062A forms for dispositions of property, as well as corporate and personal income tax return preparation and filing.