I AM A FORMER INCOME TAX AUDITOR WITH THE CRA. I will prepare your tax documents with care. I am well versed in Estate matters including T3 Estate Tax returns, preparing asset listings and filing requirements. I am willing to meet clients at their convenience including evenings and weekends.
To provide small businesses and individuals with quality accounting, tax and advisory services in order to help accomplish their business and personal objectives.
Clarence Stevens, the founder of our firm located in Oshawa, Ontario, has over 35 years of experience providing accounting, tax and business advisory services to clients in marketing, restaurant, retail, manufacturing, construction, real estate and the service industry.
Certified General Accountant (CGA) is an accounting professional with expertise in finance, taxation, business strategy, auditing, management and business leadership. To be certified, CGAs must meet the education, experience and examination requirements established, and regularly enhanced, by the The Certified General Accountants Association of CanadaIn Ontario, CGAs are members of Certified General Accountants of Ontario, represents more than 18,000 CGAs and 9,000 studentsCertified Financial Planner The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States, Financial Planners Standards Council in Canada and 18 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFPmark outside of the United States.
The Advancement Accounting & Mortgage helps small and medium-sized businesses reach their maximum potential. Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services, customized solutions to fit your specific needs in the following areas.
Global Compliance
Estates, Trusts & Gift
Tax Accounting Services
Financial & Retirement decisions
Tax planning & Return preparation