Plett and Associates, Chartered Professional Accountants, is a small boutique accounting firm. The firm's philosophy is to serve our clients in the manner which we would want to be served, not how the accounting industry serves its clients. We want to get to know our clients, their companies and their accounting and taxation needs to educate and help them understand what accountants can do for them while maintaining that personal relationship.
We are advocates for our clients - they rely on us to be their first call for tax, business advisory and financial decisions. In the advisor role, we work closely with business managers, investment advisors, lawyers and individual taxpayers to choose a path based on their need and risk tolerance.
We are advocates for our clients - they rely on us to be their first call for tax, business advisory and financial decisions. In the advisor role, we work closely with business managers, investment advisors, lawyers and individual taxpayers to choose a path based on their need and risk tolerance.
Services
Our staff members bring together a myriad of experience from many different fields and industries helping us to better understand the procedures and processes of our diversified client base. Chartered Professional Accountants at Plett and Associates work closely together to help one another to efficiently and effectively meet our client's accounting needs in a timely manner.
Business accountants at Plett and Associates can do all your bookkeeping and also help with preparing your financial statements, reports and tax filing. Maintaining proper books and records for your company is vitally important for several reasons.
The first that most people think about is that Canada Revenue Agency requires anyone who carries on a business or is engaged in a commercial activity in Canada to keep records containing information to enable the determination of their liabilities and obligations.There are three main types of financial reporting that a business can require : An audit, a review, or a compilation.
The first that most people think about is that Canada Revenue Agency requires anyone who carries on a business or is engaged in a commercial activity in Canada to keep records containing information to enable the determination of their liabilities and obligations.There are three main types of financial reporting that a business can require : An audit, a review, or a compilation.
Maintaining proper books and records for your company is vitally important for several reasons. The first that most people think about is that Canada Revenue Agency requires anyone who carries on a business or is engaged in a commercial activity in Canada to keep records containing information to enable the determination of their liabilities and obligations.
There are three main types of financial reporting that a business can require : An audit, a review, or a compilation. All three involve an independent accountant providing an opinion on the fairness of the operations of the business represented in its financial statements. An audit provides 95% assurance that there are no material misstatements in the statements of the business.
Every corporation is required to file an annual return to report their taxable income and to calculate their taxes owed. The deadline for filing this return is six months after the company's fiscal year end, however taxes owing are due either two months after the year end or three months after the year end if you are eligible for the one month extension.
Reviews (8)
Judith Beale
Feb 03, 2021
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Alyssa Seney
Jan 05, 2021
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If you're looking for a local accounting firm, look no further! Sam and the team at Plett and Associates are amazing!! They have all the knowledge and expertise of a big firm but with the cozy, family environment of a small joint. No accounting question or problem is too big or too small. They'll walk you through it and make it easy to understand. I highly recommend their services.
Chris Lythgo
Jan 09, 2020
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I have been working with Plett & Associates since 2003 for both my business and personal tax filings. Samantha and her staff of accounting and administrative professions are extremely competent and are well versed in the latest changes to Canadian Tax laws and regulations. I highly recommend Plett and Associates for both business accounting and business and personal tax filings.
Wendy Bullock
Dec 09, 2019
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Judy Jones
Aug 24, 2019
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Farzeen Mawji
Aug 21, 2019
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I’ve had the pleasure of working with the team at Plett and Associates for over a year now. I trust the advice they have given me and appreciate all of the hard work they put into my business’ accounting files. The entire team is friendly and professional and they always make me feel like a valued client. I highly recommend them!
Ion Dolanescu
Jun 11, 2019
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I cannot express the level of frustration and even humiliation that I experienced dealing with one of the accountants at this location, as a personal income client. Leaving aside the fact that I was charged a ridiculous amount of money compared with what I was initially told, as far as my family's tax returns goes, there were no clarifications, no explanations and no consultations in relation to some important facts needed for a proper income tax assessment, that were asked/requested/shared by this accountant. As a result, there were issues with my tax returns, for which I needed clarifications
Sheryl Sato
Jan 11, 2018
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Plett & Associates provided exceptional assistance for our business accounting. The information was presented in a professional manner, all questions considered and answered. Consideration was also given to tax planning. We arrived a half hour early for our appointment but were able to meet right away. We are very satisfied with the work which was completed and recommend Plett & Associates for business and personal accounting needs.
