FBC – Canada's Small Business Tax Specialist

Membership with FBC involves much more than just the preparation of your annual tax return.

Our unique Membership model takes a long-term approach designed to cover your needs throughout all stages of your life, minimizing your taxes year after year. This is provided to you at one straight-forward annual fee.

The following is an overview of key services that are available to you as a Member of FBC.

Comprehensive Tax Preparation Service

As a FBC Member, you receive comprehensive small business tax preparation and related accounting services year-round.

We'll prepare your company return, your personal tax return, as well as your spouse’s tax return, and provide tax planning and consultation throughout the year.

In addition, we use the FBC Cycle of Service which is designed to address your needs throughout all stages of your life and business.

The FBC Cycle of Service

• Planning
• Tax Preparation
• Consultation
• Protection

Our unique small business tax planning approach aims to minimize your taxes, maximize credits and protect your assets.

Initial Tax Review Service

When you join FBC, we analyze your previous years’ tax returns. This review includes your past returns, notices of assessment, your existing business structure, and your personal and family tax situations. We review your tax situation and meet with you to discuss your short and long-term goals.

Estate Planning Service

In addition to tax planning, we can help you with your estate and retirement planning. Harvest Estate Planning is a separate division of FBC that focuses solely on financial planning.

Estate planning consultation is included in your FBC Membership package at no extra charge. We encourage all Members to take advantage of Harvest's expertise in this area. It's to your benefit in many ways:

• Dealing with one company makes it easier for you to plan from both a tax saving and estate planning perspective
• Convenient, in-home service for all your tax and financial planning needs
• There is no extra charge for our advice and recommendations

Harvest will help with estate planning strategies so you can leave a legacy for your heirs and maintain family harmony. They will show you ways to reduce probate fees and ensure your business assets are protected from creditors.

The following services are provided for an additional fee. These are mainly services required by Members with special circumstances, or are required on an infrequent basis. You receive the best value if you only pay for the services that you need.

Year-End Tax Planning Service

We'll meet with you for year-end tax planning in the Fall. This allows you to put in place a variety of small business tax strategies that can put more money in your pocket for the current tax year and future years.

Record Keeping Service

If you require regular small business tax planning advice to increase your business management effectiveness, FBC offers PULSE™. This is an on-site bookkeeping and advisory service customized to the needs of your business. With PULSE™, you have a senior dedicated representative who is familiar with you and your small business tax planning needs.

AdminPro™ Service

AdminPro™ is an alternative to FBC’s PULSE™ bookkeeping service.  With AdminPro™, you simply forward your source information to us and we do the rest for you.  This includes the option of having FBC complete your bookkeeping, payroll information and remittance returns, as well as GST/HST/PST at a flat rate.  As many small businesses do not have the volume of work to justify a full time person this service is a cost effective solution.

Plus, you have secure access to your up-to-date records and reports online, 24/7.  Our online access uses the same security applications that major Canadian banks use for online banking so your information is always kept safe.

Life can be less taxing when you work with a small business tax specialist.