Professional Financial Services Financial services professionals perform an essential public service by offering private and corporate customers options for deals on investments, insurance, tax, pensions, mortgages, and loans Accounting & Bookkeeping Services. Payroll Management. Financial Management & Review. Quarterly Financial Statements & Review. Corporate Tax Returns (T2) Personal & Business Tax Return (T1) Tax Planning & Implementation. Retirement Issues. RRSP, Conversion to Annuity for the best return. Will, Power of Attorney. Terminal Taxation (after death) issues & solutions. Capital gain taxes. U.S Tax Filing. Review Quarterly Company’s process. Estate Planning.