Services

At Heary and Company, we understand that being successful in business means looking beyond the financial statements and tax returns to develop forward-looking strategic plans. Our experienced team can work with you to develop future goals and strategies to achieve those goals. Our business advisory services include the following:

• Strategic planning
• Management consulting
• Financial analysis
• Corporate finance assistance
• Financial projections and forecasts
• Design, implementation and documentation of financial controls and business systems
• Advisory services for business start-ups
• Business purchases and sales
• Advice on shareholder agreements

As a firm, we understand that both the annual preparation of income taxes and the long term tax planning that benefits you and your family can be an overwhelming part of life. Our experienced team is dedicated to helping you by providing you with quality tax preparation and valuable estate plans, tailored to suit the specific needs of you and your family. Our tax services include the following:

• Personal tax preparation and planning
• Integration of business and personal tax plans
• Providing advice on current tax legislation changes
• Estate planning and taxation
• Tax reduction strategies such as tax shelters, income splitting and incorporation
• Corporate reorganizations and succession planning
• Trust return preparation

At Heary and Company, we know that timely and accurate financial advice and tax solutions are critical to the success of your business. Our talented team can assist you with a wide range of professional service including:

• Quarterly and annual financial statement compilations and reviews for corporations, partnerships, proprietorships, joint ventures and trusts
• Bookkeeping
• Accounting software advice and training
• Payroll