Progressive Accounting Services

  
At Neal, Pallett & Townsend LLP, we're on your team. We offer innovative management and financial planning services for businesses and individuals, including entrepreneurs, owners-managers, professionals and career employees. Progressive financial advice and a pro-active service philosophy are essential elements in our approach.



Contacts:

Barrie Neal, Partner
David Pallett, Partner
John Prueter, Partner
Piyush Shah, Partner
Jonathan Townsend, Partner
L.J. Sandy Wetstein, Partner

Ken Arding, Manager
Peter Innes, Sr. Manager
Kendra Machan, Manager
Sandy McCallum , Manager
Mark Snyders, Manager

 

ADVISORY
ACCOUNTING & AUDITING


  • strategic business plans
  • financing proposals & negotiation
  • business valuations
  • purchase & sale due diligence
  • litigation support
  • business operational assessment & re-organization
  • dispute resolution - mediation & arbitration


  • financial statement & annual report preparation
  • financial statement audits
  • review and notice to reader reports
  • special purpose audits for not-for-profit organizations & regulations



 


Financial Independence

Ultimately, the goal of any business or financial plan is to provide financial security and independence. Our integrated service approach achieves a balance that allows you to maximize your income and retirement savings while enjoying the best of your family lifestyle.

Integrated Business Planning

Given the rapid pace of change in today's markets and in an economy that is subject to shifting global influences, it is important to generate a long term business plan with flexible features.

We recommend a comprehensive approach that integrates one's business needs with the financial elements of one's personal lifestyle. For real financial success, the two are virtually inseparable.

Personal Planning: Financial, Tax & Estate

Whether you are an owner-manager, a professional or a career-oriented employee, strategic planning is essential. At Neal, Pallett & Townsend LLP, we look at your complete financial situation, identifying realistic short and long term goals for your business and lifestyle. We help you to implement a plan to realize the full potential of your efforts and to increase your personal net worth.


INCOME TAX PLANNING
RETIREMENT PLANNING
  • minimizing & deferring income taxes
  • dividing income among members of the family
  • using RRSPs, RIFFs, RESPs and trusts
  • U.S. income tax planning and compliance


  • assessing future income & lifestyle needs
  • reviewing and adjusting investment strategies
  • making effective use of RRSPs, RRIFs, LIFs and annuities, holding companies & trusts
  • succession planning
PERSONAL TAX PLANNING
ESTATE PLANNING
  • establishing lifestyle objectives
  • analyzing lifestyle income / expenses
  • assessing & projecting net worth & cash flow
  • charting a strategic investment plan
  • analyzing life and disability insurance needs


  • review of wills / powers of attorney
  • gifts and bequests to reduce tax levels
  • U.S. estate tax planning and compliance
  • trust organization & final return preparation
  • counseling for beneficiaries

For more information about how we can best serve you and your needs, please contact us today.