Services
We have a wide variety of world-class services to provide our customers. Please read below for a detailed list of all of our services.

- personalized client support,
- preparation of Financial Statements and Tax Returns,
- assistance with opening, buying or selling dental practices,
- strategic tax planning,
- as well as estate and retirement planning.

Our accounting solution is designed to be adaptable and customizable to suit your needs, regardless of the size of your business. Our team of professionals offers a range of services, including essential bookkeeping, assistance with year-end financial statements and audits, and everything in between. You have the option to use your own existing systems or utilize our in-house platform. We work closely with you as an extension of your own team.
Services Include:
- Bookkeeping and accounting
- Comprehensive corporate advisory services
- Cash management and supplier invoice payments
- Management accounting and management information systems
- Budgeting, variance analysis and cash flow forecasting
- Preparation of financial statements, audit support and liaison
- Share option and company valuations
- Assistance with business plans
- Financial due diligence
- Financial systems procurement and implementation
- Operational control and financial management
- Tailored financial database and reporting system consultancy
- Technical advise and IFRS conversions from local GAAP

Small businesses require accounting services that involve transaction processing, month-end reconciliations, and other financial activities that are tailored to their specific needs. Unfortunately, many small business owners fail to recognize the benefits of having a robust accounting system in place. By implementing sound accounting practices, such as forecasting and organizing financial statements, small businesses can access valuable data on key performance indicators (KPIs). This information can inform better business decisions and lead to more successful fundraising valuations.
Services Include:
- Bookkeeping and accounting
- Cash management and supplier payments management
- Budgeting, and cash flow forecasting
- Preparation of financial statements, audit support and advisory
- Assistance with business plans
- Assistance with incorporating
- Financial due diligence
- Financial technology implementation and advice
- Operational budgeting and forcasting
- Business sale and purchase advice
- Tax planning

Despite acknowledging that employees are their most valuable resource, many businesses tend to overlook the significance of payroll management. The fact is, payroll has a significant impact on various aspects of your business operations, including cash flow, workplace productivity, and overall growth. At SAATAX, we recognize the crucial role of implementing efficient and dependable payroll systems. Our tailored payroll solutions are designed to support your business expansion while fostering a positive and trustworthy relationship with your workforce.
Services Include:
- Payroll processing
- Paystub forwarding
- Filing and paying payroll taxes
- PTO management
- Payroll reporting
- T4 preparation and filing
- Record of Employment preparation and filing
- Employment expertise and advice
The current tax code can be complex and preparing your own tax return may prove to be a daunting task. It is common for individuals and small businesses to seek the assistance of professional tax preparers in order to ensure accuracy. Even a simple return can become complicated due to changes in rules from year to year, causing mistakes and incorrect submissions. Additionally, self-preparation may result in missed deductions and credits. At SAATAX, we possess the necessary knowledge and expertise to help you file your returns accurately while also minimizing your tax liability through careful planning.
Services Include:
- Individual Tax Preparation
- Spousal Tax Return Preparation
- Gift & Estate Tax Return Preparation
- Family Tax Preparation
- Estate and Succession Planning
- Sole-Proprietor T2125 Returns
- Retirment Planning and Tax Advice
- helping you to defer income so that you can save money now and pay less taxes in the future
- lower taxes on your income so that you can keep more of your earnings
- lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
- lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.