Services

Oakville Small Business Accounting Bookkeeping

Assurance

Campanella McDonald LLP performs compilations, reviews, and audits of the financial statements of small to mid-sized for-profit companies and not for profit organizations. Our team of dedicated and highly skilled staff are constantly updating their knowledge of accounting and auditing standards and can assist your organization with all assurance requirements.

In addition to standard assurance engagements our team has experience with providing assurance services related to special situations such as: The purchase or sale of a business, shareholder disputes, specified procedures, and assistance with internal control documentation.

As part of our assurance practice we also offer cloud bookkeeping services including: cash reconciliations, credit card reconciliations, payroll processing, sales tax filings, and online tax payment services.

Tax Accounting Oakville

Taxation

Taxation is the back-bone of our service offering. The partners and staff at Campanella McDonald LLP have been providing taxation services since 2002 and have assisted with personal, corporate, trust/estate tax compliance, and consulting for thousands of clients.

The firm offers compliance and tax preparation services to small business owners, self-employed professionals, and real-estate investors. In addition to compliance services the firm’s partners can assist with tax minimization strategies, corporate structuring, reorganizations, and estate tax planning.

Business Tax Services Oakville

Advisory

The partners at Campanella McDonald LLP offer financial advisory services in three key areas:

SR&ED Consulting (Scientific Research & Experimental Development)

The Scientific Research and Experimental Development (SR&ED) Program is a tax incentive program of the federal government and administered by the CRA. The mission of the program is to encourage Canadian businesses to conduct research and development in Canada.

Campanella McDonald LLP has a dedicated team of experienced SR&ED professionals that can handle your SR&ED claim (large or small) from end to end including: planning, technical writing, claim submission, audit representation and beyond.

Our team boasts a success rate north of 95% and has handled hundreds of claims in a multitude of sectors including (but not limited to): manufacturing, technology, software development, medical research, engineering and more.

SR&ED services are billed on a contingency basis based on successful claims. A limited amount of consulting time is available on an hourly rate for companies who prepare their own technical writing.

Business Valuations

What is my business worth? It’s a question that all entrepreneurs face at some point in their careers. The business valuation team at Campanella McDonald LLP can help answer that question.

The firm has a dedicated Chartered Business Valuator with over a decade of industry experience available to our clients to provide valuation reports for a variety of situations including: divorce and separation, tax reorganizations, shareholder disputes and litigation support.

Wealth Management and Financial Planning

It takes an intimate knowledge of taxation, investment management, and estate planning to craft a true financial and retirement plan. Partner Fabio Campanella is one of only a handful of advisors in Canada who is dual qualified as both a tax specialist and an investment advisor, as well as being designated as a Chartered Professional Accountant, Certified Financial Planner, and Chartered Investment Manager. This broad range of qualifications give him a unique perspective into financial planning and wealth management.

Through his wealth management team at Praetorian Wealth Advisory, Fabio offers a full suite of investment advisory, financial planning, and estate planning services most often on a fee-basis. Services are limited to clients of Campanella McDonald LLP and clients with family portfolios of $250,000 or more.

For more information visit his website: www.praetorianadvisory.com