an association of independent practices

Your Financial Team: accountant, financial planner & lawyer.

We always encourage our clients to work with a financial planner and a lawyer, since advice from these professionals is essential to your financial future.  We promote the concept of global financial planning, of which accounting and taxation is but one part.  Clients need advice in areas of investment, retirement, wills, succession and law.  We work with colleagues who practice in these areas and although we do not require our clients to engage our colleagues, we do trust them.  Always ensure that your financial planner or lawyer is a person that you believe is interested in you and takes the time to help you.

We respect the value of the client's financial planner and always work closely with them. We always accept referrals from associate financial planners and will actively preserve the planner's engagement. Each referral will receive a complimentary, written comprehensive tax analysis including a tax history review of your client's last three years of tax returns, 1994 capital gains election, and a complete  investment income analysis.  The analysis includes a line by line review of the last three years personal returns, an investment history report, error report, and corporate tax review report and minute book report (where applicable).

• Review client's wills and estate plans to determine tax implications and strategies. 

• Advise on tax implications of marital property settlements and support payments.

• Prepare valuations of small businesses for "sisterco" rollover transactions.

• Prepare documentation for dividend, bonus, and rollover transactions.

• Prepare net present value of future cash flows reports as evidence for Human Rights Tribunal cases.

• Provide expert testimony on business valuation, liquidation, and cash flows
    (Court of Queens Bench and Human Rights Tribunal cases)

• Provide share valuations for share sale agreements.

You, your accountant, financial planner, and lawyer are your financial team. At Moberly, Tallim & Company, we work together to provide you with comprehensive financial advise and services.

Get started with a free accounting and taxation consultation

Bookkeeping Systems

We can analyze your bookkeeping needs and evaluate your current systems, then we can either tweak your current system or design an entirely new one from scratch.  We can even train your bookkeepers and assist them on an ongoing basis. Click here for more information about our bookkeeping systems.

  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.

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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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