David Legere CPA
246 Johnson Road, Brantford, ON
(1)
246 Johnson Road, Brantford, ON
(1)
Well rounded professional accountant with extensive practical experience. Licensed in Ontario to practice Public Accounting. Particular emphasis on providing compliance related tax services and related tax/estate planning (personal and corporate, Canada and USA).
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1 customer review
Steve Fernandes
Business Accounting Services
David replied with a personal message and called me within 24 hours! Looking forward to working with David.
What kind of accounting services do you provide?
Bookkeeping, financial statements, tax return preparation (personal and corporate, Canada and USA), tax and estate planning, GST/HST, EHT, Workers Compensation. Experienced with Quickbooks, Sage 50, Wave accounting packages.
Why is it so important for businesses to hire a great accountant?
It is my belief that, to be successful, a professional advisor need to empathize with their clients. A great accountant will understand the varying needs, goals and motivations of different clients. This understanding is an important part of providing thoughtful and practical service.
What do you love most about your job?
1) Helping clients reach their goals. 2) Taking the fear out of dealing with CRA.
What inspired you to start your own business?
My father had his own business (sporting goods not accounting). I learned from an early age the tremendous satisfaction you get from providing good, thoughtful and reliable service to customers. I believed that the best way for me to do that was on my own terms with my own practice.
Why should our clients choose you?
Personalized service from an experienced professional providing a broad range of services in tax, finance and accounting.
Can you provide your services online or remotely? If so, please add details.
Yes. I utilize a secure online portal to exchange documents and information safely with clients. The portal is safe and easy to use.
What changes have you made to keep your customers safe from Covid-19?
In response to the Covid-19 pandemic, I took a number of steps with a view to helping keep clients safe:
1) introduced a new electronic document exchange platform to reduce the frequency of office visits,
2) reduced the number of in person meetings and started conducting virtual meetings using Zoom and Microsoft Teams, and
3) encouraged social distancing where appropriate.
Accounting Services
General ledger & financial statement preparation.
Bookkeeping (Monthly/Quarterly/Annual).
Accounting system setup for new businesses.
Compilation of financial statements.
Canadian Tax Services
Tax return preparation for Individuals, Corporations, Partnerships, Estates and trusts, and Not-for-profit organizations.
Tax planning for individuals, corporations, and partnerships.
Provincial and federal commodity tax planning and compliance (GST/HST).
Tax considerations in matrimonial settlements.
Tax effects of buying/selling a business.
Tax effective retirement and estate planning.
US Tax Services
US Income Tax return preparation for individuals (US citizens, US green-card holders, non-residents, foreign assignments).
US FBAR filing for reporting of non-US financial accounting.
US Income Tax return preparation for corporations (US corporation or US branch of Canadian corporation).
