Consulting and Tax Planning
“Lee & Souter has been providing personalized, professional accounting and taxation services to companies and individuals operating within a wide range of industries since 1976.”
Overview
Since 1976, Lee and Souter has been providing consulting services to local owner-managed business in all stages of the business cycle from inception to growth, retirement and change of ownership. Through each critical step and transition, our experienced accounting team can help navigate the way towards the best outcome. We can help with:
- Business start ups
- Buying and selling a business
- Strategic business planning
- Accounting software selection and implementation
- Financial reporting and management advisory
- Budgeting, financial forecasting and cash flow projection
- Financing assistance
- Retirement and ownership succession planning
Estate and Trust Planning
Our dedicated team can offer advice and guidance in planning for the financial well-being of your family. We listen to gain an understanding of your plans and goals to work through the complexities of tax implications in order to protect your best interests. We are here to answer questions and provide sound advice that is relevant and transparent to provide peace of mind for our clients. Our areas of service include:
- Estate planning which can spread the taxable income among members of your family
- Trust planning (including family and spousal)
- Preparation of Financial Statements for estates and trusts
- Terminal personal tax return and estate return – T3
- Pension planning