Our services
Tax & Accounting
We have experience serving tax and accounting needs of clients from many industries.
Tax is confusing and complicated, but vastly important for you and your company. From performing a detailed analysis of whether you should incorporate, to incorporating, and buying into your first practice, we can help you strategize every step of the way. We also have significant experience in dealings with the Canada Revenue Agency – audits, tax appeals and preparing documents for Tax Court. We can assist with the complex accounting requirements that arise from your planned transactions or expansions.
At ZMA, we offer the following tax services:
- Income tax preparation
- Corporate and personal tax planning
- Corporate reorganization
- Voluntary Disclosure
- Compliance audits and appeals
- Net worth audits
- GST/HST audits
- Notices of objections for individuals and corporations
- Dispute resolution
- Fairness legislation letters
Estate Planning
Estate planning is not just for the wealthy – creating an estate plan is important for all individuals and even businesses. Often, succession plans are put on the backburner as day to day operational activities take priority.We have significant trusts and estates experience and can provide valuable advice to minimize taxes and expenses of an estate. We will work with you to identify your wealth preservation intentions and then strategize to address your specific needs. You have worked hard for your money, and we will help you ensure the preservation of your wealth for future generations.
At ZMA, we offer the following estate planning services:
- Identify your wealth preservation intentions
- Preparing financial statements for estates and trusts
- Preparing trust income tax and information returns for trusts
- Probate fee planning
- Minimization of double taxation exposure through post-mortem planning
- Estate planning strategies to address specific client needs
Business advisory
Our team of experienced professionals can help you and your business grow, transition, and preserve wealth.
We offer a wide range of services to meet the demanding needs of your business.
At ZMA, we offer the following business advisory services:
- Financing
- Financial modeling
- Mergers and acquisition
- Corporate finance
- Succession planning
- Governance and risk analysis
- Budgeting
- Process improvement
