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DCYPCCA Services
With over twenty years of experience serving
healthcare professionals, DCYPCCA has a clear understanding of
the issues that professionals face, which makes us an integral
part of our clients' advisory team. Our comprehensive approach
includes tax-minimization plans, business management, and strategic
advice. We offer a wide range of services that bring significant
value to our clients and help them achieve their business and
personal goals. These include the following:
DCYPCCA offer a complimentary consultation
meeting to discuss your current financial situation, goals and
concerns and to determine what services are right for you. At
the conclusion of this initial meeting, we will present you with
a fee estimate for providing the services discussed in the meeting.
The complimentary consultation does not obligate you to retain
our services.
Personalized
Client Services
Our goal is to provide efficient, timely and effective services
while developing a strong customer relationship. This philosophy
has gained DCYPCCA a reputation of excellence, a reputation that
our clients have come to rely on.
At DCYPCCA, we have built our business
by listening to the needs of our clients. By keeping abreast of
new tax legislation and tax law changes, anticipating financial
trends and understanding the needs of the individual, business,
and family, we provide our clients with comprehensive services
and personalized attention.
DCYPCCA provides financial and tax advice
throughout the many different stages of our clients' business
and life cycles. We are aware that circumstances change with time
and avail ourselves each step of the way. From when our clients
become healthcare professionals to when they acquire their own
practice; From when their practice becomes profitable, or its
structure becomes more complex to when our client decides to sell
their practice or transfer it to a family member; From planning
for a family, to planning for retirement; Our clients can depend
on DCYPCCA to guide them financially and objectively through the
multitude of decisions to be made.
Each member of our staff adds their individual
knowledge and expertise to create a highly qualified and educated
team of experienced professionals.
Preparation
of Financial Statements and Tax Returns
DCYPCCA prepares financial statements for our clients based upon
their reporting requirements and needs. More importantly, DCYPCCA
explains the results of its preparation in easily understood terms,
and identifies opportunities for profit enhancement and efficiency
gains. By being regularly involved with our clients throughout
the year, DCYPCCA can make a difference in our clients' bottom
line. As well, our services include the preparation of federal
and provincial returns. We prepare tax projections, estimated
tax payment calculations and extensive year-round tax planning
to minimize or defer taxes.
Opening, Buying or Selling Your
Practice
We advise clients regarding the many issues relating to opening,
buying or selling a practice. Some issues include preparation
of a business plan, cash flow projections, bank negotiations,
lease versus buy, assets versus shares, cost-sharing versus partnership,
review of premises lease for tax issues, and establishing identity
with various governing authorities, and choice of entity.
There are many considerations in determining
the appropriate choice of entity. We provide analysis and recommendations
regarding sole proprietorship, professional corporations, technical
or hygiene service corporations, and trusts. It is also important
to determine if a change in entity choice is warranted during
the life of the business.
Tax Planning
DCYPCCA is recognized for helping our high net worth clients and
businesses minimize their tax liabilities. We provide ideas and
advice that help individuals and businesses plan for the lowest
possible tax bill. Extensive hands-on experience with our client
base enables us to provide our clients with industry-specific
information such as comparisons of key ratios, and industry-specific
strategies such as income tax minimization through the utilization
of professional and/or technical/hygiene service companies.
High net worth individuals and corporations face issues that are
generally more complex, such as deferred compensation, tax and
estate planning. DCYPCCA can assist by designing strategies to
meet the objectives of our client within the guidelines of Canada
Revenue Agency (CRA).
Representation Before Tax Authorities
DCYPCCA has experienced staff to represent our clients before
Canada Revenue Agency (CRA) and other taxing authorities. Our
clients are encouraged to contact us whenever correspondence is
sent to them that requires action. The staff at DCYPCCA welcomes
all opportunities to alleviate any distractions related to tax
so that our clients can focus on their profession and practice.
Professional Sources
At DCYPCCA, we have been helping dentists establish their practices
for many years. We will guide your growth from inception through
expansion into partnerships and associations. Where other professional
services such as banking, real estate, legal council and specific
industry consultants are required, we can draw upon our professional
relationship with respected professionals who will service you
well.
Estate and Retirement Planning
We work in conjunction with our clients' advisors to provide extensive
estate and retirement planning. We incorporate various trust vehicles,
charitable and individual gifting plans and other structures to
satisfy the wishes of our clients in a tax efficient manner.
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