Personal Tax Return Preparation
We offer year round tax services using leading technology for fast service, submission and return for our clients. Our staff participates in annual tax training to deliver the greatest refund for your tax return.

We are pleased to offer these and many other Personalized Features & Services for you T1 personal Tax return:

Individual & family tax returns to maximize a refund scenario
Sole Proprietor Business Returns
Rental returns
Employment expenses
Farm Returns
Terminal Returns
Estate Returns

Our personalized service doesn't end once a return has been filed. We also offer, at no charge, a personal tax planning session to help you determine the best strategy going forward. Our clients can call at anytime, knowing we will provide them with timely and accurate answers to their queries.

The Canada Revenue Agency will perform reviews of returns from time to time, and our clients can be assured that we will work with them and steer them through the process to resolve any review. We do not just want to prepare your tax return; we will be with you from start to finish.

Tax Planning:
We can guarantee the greatest refund for each and every one of our clients, because we work with them throughout the year and not just at tax time.
Our no charge Tax Planning policy for every client ensures you can get the advice you need and plan for next year's tax return. We offer advice on in-depth tax planning, and investing in and out of RRSP's. Life is constantly changing and so will your tax and investment strategies.
Our close association with CMA Wealth management gives you the investment experience and knowledge that ensures your investment strategy works with your tax strategy.

Business Services:
Running a small business requires attention to detail and specialized knowledge in a multitude of areas. As an owner, you need your business to run flawlessly, but hiring a full-time Business Manager may not be realistic. M2 Solutions has expertise in the whole business enterprise, to be able offer solutions to meet those daily demands to ensure you succeed with your business. A summary of services we provide are:

• Bookkeeping Service
• Incorporation
• Business Plans
• Cash Flow projections
• Budgeting Analysis
• Financial Forecasting
• Compilations
• Succession Planning
• Registration of Government taxes
• Customized Payroll Service
• Corporate Tax Returns
• Bank Relationships

As a business grows and develops there becomes a need for training of existing and incoming staff to be fluent in the tools of your business. We can help you identify gaps in knowledge, provide supportive training and design policies and procedures to meet the objectives of your business.

The benefit? This leaves your time free to do what you do best, pursue your talent and move the business into a growth direction.

Software:
Looking for software to solve your problems? Whether you are looking for software for bookkeeping, inventory to manufacturing or a paperless office, the first set is reviewing your current systems, policies and procedures. By performing this review, we can properly recommend whether to further develop your existing systems or to purchase new systems based on our agnostic reviews. We then can assist you in planning, implementation and training.
We have been involved in planning and deployment of off the self software to a complete customized written system.

Training:
Whether you require training of your staff on your current software or on an all new system, we can help.
From teaching the basics of bookkeeping to the use of accounting software we simplify the process. Need training on Microsoft Office (Word, Excel, etc), we have staff with in-depth experience that meets your needs.