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Why Do I Need a
CHARTERED ACCOUNTANT?
What a CA can do for you:
A Chartered Accountant is knowledgable
in a vast array of financial needs and
services. Their education and certification
places them in a position to help you with
many financial, and statutory requirements.
Check the list below for a sampling of the
main services we provide. If you don't find
the information you are looking for here,
please give us a call at one of our two
offices, or Email us.
We would be happy to help you!
APL SERVICES Overview
For Business Owners:
• Filing Business Tax Returns
• Filing Personal Tax Returns
• Day-to-Day Bookkeeping
• ' Go to Assist' Remote Assistance
• GST & PST Filing
• Employee Payroll & T4s
• Cash Flow & Budgeting
• Buying or Selling a Business
• Annual Financial Statements
• Business Analysis
For Non-Profit Organizations:
• Annual Financial Statements
• Day-to-day Bookkeeping
• Annual government Filings
For Employees:
• Personal Income Tax Filing
• Assistance with ways to save tax
For Investors:
• Investment Tracking
• Tax Advice
For Executors & Trustees:
• Estate & Trust Tax Filings
• Final Returns for Deceased persons
For Retirees:
• Cash Flow Planning
• Investment Planning
• Estate Planning
At Atchison Palmer Leslie...
We can help you put the financial pieces
of your busy life together, so you can focus
on putting the other important pieces of your
life together, like your business, your family
and your FUN!
If you don’t find the information you
are looking for here, please
Contact Us.
We would be happy to help you!
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At Atchison Palmer Leslie your NEEDS determine our SERVICES
Our clients are YOU, and you are anyone who needs accounting services. We have services to meet
the needs of individuals and businesses. At APL, we are happy to help you make the smart moves that will
pull the financial pieces of your life together, whether it is for growing your business or creating a better
lifestyle for you and your family.
As a business owner, you are already aware that with the freedom of a self-employed lifestyle comes hard
work and dedication. Knowing you have someone you can trust to take care of the important financials is vital.
Having an accountant on your team to take the pressure off so you can focus on building your empire, just
makes sense. At APL, regardless of how large or small your businesss is, or the level of financial statement
you require, we can provide you with the following services:
• Complete your annual Financial Statements: Compilation Reports, Review Engagements, Audits
• Prepare and file your tax return each year
• Determine the best way to record your business transactions
• Record day-to-day Bookkeeping
• Assist you with your own bookkeeping problems onsite using our “Go To Assist” log on software
• Calculate and report your GST and PST collections
• Do payroll calculations and report monthly and annually for T4’s
• Help you start a new business or plan your expansion for an existing business
• Set up Cash Fow and Budget to obtain financing for your new business venture
• Retire or sell your business
At APL, we can change as your financial needs change...
If you are a non-profit organization, APL can assist you with:
• Preparing your Financial Statements: Compilation Reports, Review Engagements and Audits
• Assistance with Policies & Procedures for better record keeping
• Attending Annual General Meeting to present your financial reports
• Assisting with filing all of the necessary Government Reports
As an Employee, you have a T4 and various other slips such as RRSP contributions and investment income.
You may also have employment expenses that could be deducted from your employment income. You want
to be sure you are getting all the deductions that you are eligible for. No one wants to pay more tax than they
have to! At APL, we can assist you with:
• Filing your Personal Tax Return every year
• Year-round advice
• Claimable expenses including employment costs
• Transferable expenses for family members
• Limits you may face
• Claimable tax credits
If you are an investor with investment and/or rental income, the accountants at APL can determine:
• How to track and report investments and income on your personal tax return
• Deductions you are entitled to
• Expenses or Costs associated with your Investment Income
• Calculation of tax cost of your investments
If you are an executor/executrix of an estate or the trustee of a trust, APL can assist you with:
• Final returns for a deceased person
• Correspondence with lawyers and beneficiaries on your behalf
• Filing Estate Returns, Elections and Reports with the tax department
You have worked for years and now are looking forward to enjoying your retirement years. At APL,
our accountants will assist you with:
• Retiring with the maximum income possible
• Ensuring you get the maximum cash flow from your savings, investments and pension plans
• Estate Planning
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Are you a: