an association of independent practices

Free Initial Consultation

The purpose of the consultation is to discuss the details of your taxation and accounting needs and to learn how we may be able to provide services to you and your family (and/or business).  We will ask you to complete a questionnaire (third page of this hyperlink).

It will save time if you download and complete the questionnaire in advance of the meeting. We will also discuss the fees related to the services that you will require. Contact us by email or call us at (403) 228-6007 for a free consultation.

If you decide to become a client, we will ask to review:
          - Each person's last three years of income tax returns
          - All investment statements from inception
          - Your wills
          - All real estate property and major valuable asset details
          - All foreign property details (investments, trusts, real estate, time shares)
          - If you have a business; last three years financial statements and tax returns
          - If the business is incorporated; corporation minute book

     There is no charge for this comprehensive review, but often we will uncover matters that will require our attendance.  Any such fees will be estimated and discussed with you (and approved by you) prior to any work being conducted. 

  Professional services:
- Personal & small business income tax planning.
- Personal & small business corporation tax return preparation.
- CRA tax reassessment appeal management & audit supervision.
- Interim & annual financial statements.
- Accounting information systems design & implementation.
- Small business consulting.
- Bookkeeping services.

 Website Use and Disclaimer:
This website is designed and maintained for the use of the clients of Grant Moberly, CGA.  Its purpose is to provide general information, make clients aware of important changes and new developments, and to provide contact information. It is not intended to provide any advice on any tax, accounting, or any other matters. Each client's situation is different and requires personal attention.  This website uses java scripts. To view the full content you may be asked to allow java scripts.

Quick Links:  Google | Canada Revenue Agency | Internal Revenue Service | CBC | CGA | QR77 | T1013 | RC59 | CANLII | Weather | TaxCourt | EngageLtr | Canada.com | Income Tax Act | AB Annual Return | AB Article of Incorporation | AB Notice of Directors | AB Notice of Address

You will need the services of a professional accountant at some time in your life.  If you have investments, estate issues, business accounting and tax concerns, a professional accountant can help you. Select an accountant who has time for you, takes an interest in you and your financial affairs, and who has experience in matters that affect you. I encourage my clients to view accounting and income tax as one part of a complete financial strategy. The idea behind minimizing taxes is to increase wealth. My firm works closely with Certified Financial Planners, stock brokers, and lawyers to help you to keep your money and make it grow.  We can ensure that your tax planning is consistent with your overall financial plan.

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