Zeppieri & Company Professional Corporation provides a broad range of accounting, tax, investment and business consulting services to companies and their owner-managers. We offer a unique approach in that we integrate the financial goals of the company with the financial goals of the shareholders to maximize overall net worth

TAXATION

By planning we can reduce your taxes by taking advantage of your family profile and business structure. Some of our more popular strategies for saving taxes are, controlling the timing and receipt of income between years…

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Zeppieri & Company Professional Corporation is a public accounting and business advisory firm committed to meeting your business needs through quality services that are professional, personalized and timely. With over 28 years experience through 2 recessions, we offer sound business and financial advice to help you deal with the business and financial world more effectively.

Frank Zeppieri is a Chartered Accountant and Certified Financial Planner. Frank has 28 years experience in income tax planning and consulting. He has advised hundreds of business owners and wealthy individuals on income tax planning matters and successful investing strategies. He has helped numerous businesses and individuals save taxes, achieve their financial goals and increase their net worth.

Tax planning and tax strategies
By planning we can reduce your taxes by taking advantage of your family profile and  business structure. Some of our more popular strategies for saving taxes are:
– controlling the timing and receipt of income between years
– accruing bonuses to family members
– planning deductions for the year in which they will give maximum benefit
– income splitting with spouses and children directly or indirectly
– special tax elections which defer or eliminate tax
– proper corporate structure using holding companies and sister companies
– income splitting using discretionary family trusts
– using tax preferred investment assets
– Individual Pension Plans and Retirement Compensation Arrangements
– Private Health Services Plans and Employee Profit Sharing Plans

We take the time to apply the right tax saving strategy to your specific situation.

Client interview
We take the time to properly interview our clients. This is important because we are aware of what deductions apply to you and your immediate and extended family. Many opportunities are missed because time is not taken to obtain a detailed knowledge of the client’s situation. For example many medical deductions can be taken for dependant parents and children.

Latest trends and techniques
We apply current knowledge to your situation. We stay current about the latest trends and techniques to save you taxes. We utilize our experience to apply these techniques to your circumstances and save your hard earned money.

Computerized tax preparation
Tax returns are prepared using the latest computer technology to ensure all deductions have been taken advantage of and to determine optimal deductions and calculations. 

Our Unique Approach
Our approach is a true Financial Planning approach. That means that we complete a detailed financial questionnaire to obtain all relevant information before making any recommendations.

Once we have all the facts, we analyze the data to come up with useful practical recommendations in all areas. This approach ensures the right solution to meet your specific financial planning needs in the following areas:
– investment and portfolio planning
– retirement planning
– estate planning
– insurance planning
– education planning

We have developed and implemented hundreds of successful financial planning strategies based on the above approach.
You can be assured that once implemented, you will have confidence that you are moving towards your financial goals.

We ensure that your personal financial planning strategies are integrated with your corporation tax and financial strategies to achieve the highest after tax returns and maximize your corporate and personal net worth.
Our clients enjoy peace of mind that they are building their networth for retirement in a tax effective manner. After all, they work hard for their money and deserve to keep as much as possible.

Users of financial reports
Financial reporting to users of financial statements is extremely important for your business. Typical users are banks and other creditors, taxation authorities, and management. Reporting to these users requires superior knowledge of current accounting principles and the ability to apply them to our clients’ advantage.

Reporting for income tax, GST, PST, WSIB and EHT
Reporting to taxation authorities and other regulatory agencies requires superior knowledge of how best to present the information. Too much detailed information could work against you, just as too little information or irrelevant information could provoke further investigation. Our experience has taught us to provide the proper amount of information in the optimal format to reduce the frequency of investigation.

Reporting to bankers and other creditors
We take the time to present information to the client’s advantage while being careful not to mislead creditors. We invest time and resources to stay on the leading edge of the latest developments. We provide the right form of reporting depending on the needs, objectives and cost of the reporting. Consideration must be given to the confidentialiy of information provided. It is imperative to disclose only information that is necessary for creditors and bankers to make their decisions. We try to provide a cost effective solution that will satisfy the client and meet the requirements of creditors. An audit, review or notice to reader where appropriate and cost effective.

Reporting to management
Management reporting is important as it serves as a basis for management decision making. We provide guidance as to what level of information to disclose inside the company to protect sensitive information. We also provide advice on the format for internal reporting so it is useful for management decision making. We can assist in tailoring computerized accounting software to meet the needs of management reporting.