Full Spectrum of Accounting Services

Whalen PC is a full service accounting firm based in Orangeville, Ontario that supports small and medium sized businesses in all phases of their growth.

 

High Quality & Professional

Friendly & Personal Service

Timely Turnaround

What we Do

Your trusted advisor and problem solver.

Full service accounting and tax practice

We pride ourselves on our practical advice, prompt turnaround times, and friendly service. Our goal is to help our clients achieve their full potential by providing the financial expertise the need.​

We are actively involved in the local community and can coordinate with your lawyer, banker, financial planner, and insurance agent to make sure you’re making the most of your business, and planning well for your future

We provide a full range of services to support your business, we will work with you to determine which services you need. We encourage our clients to pick and choose the services they need based on the point they are at in their business. Your needs will change over the years and we want to add value where we can, not sell you services you don’t need.

Please browse our website to get a feel for what we offer and get in touch with us to discuss what we can do for you.

 

Mission: To help small business owners succeed by fulling the role of trusted advisor and problem solver. To remove the stress of meeting filing requirements by guiding the process in an efficient and friendly way.

Areas of Service

We offer our professional accounting and tax services in Orangeville, Mono, Caledon, Shelburne and Brampton.

Our Services


WPC provides the overall package of accounting and tax services to our clients:

Financial Statements / Tax Returns

The heart of our service is preparing your yearend financial statements and tax returns, and providing the advice and tax planning that goes along with this.  We are licensed public accountants and can provide Notice to Reader, Review, or Audited financial statements. Many years of practice have led us to a comprehensive process that makes the best use of your time, and provides you with the information you need to help steer your business.

Consulting

Christine worked as the controller or a start-up company early in her career, she has an MBA from the Rotterdam School of Management, and years of experience running her own small business. We want to be your trusted advisors, and we encourage you to pick up the phone and get in touch whenever you have a business related issue, big or small. We can offer assistance with business succession planning, dealing with financing options, or everyday issues like buying or leasing your company vehicle.

Tax Planning and Advice

Tax planning is an ongoing process that evolves as your business develops. It is crucial to revisit your plan on a regular basis as circumstances change.  We will monitor your results as you grow, to ensure things are happening in the most tax efficient way possible.

Business Valuations

Christine is a Chartered Business Valuator, we can prepare business valuations when needed for tax purposes, and also for marital or shareholder breakups, or purchase and sale of a business.

Personal Tax Returns

The majority of our business clients also have us prepare their personal tax returns prepared by us. We find this is efficient from a tax planning perspective, as it gives us an overall picture of your whole situation, to ensure we come up with the best plan tailored for you. If needed, we are also able to coordinate any US tax filings on your behalf through our relationship with U.S. Tax IQ (www.ustaxlaw.ca).

Start-up  Company

We will sit down with you and discuss the pros and cons of being incorporated or not, review your reporting responsibilities as a business owner, help you set up your business accounts. We will work with your lawyer to ensure any preliminary setup issues are handled. And, we will help you come up with a plan to get started on the right foot.

Bookkeeping

For our business clients, we can provide assistance to you or your external bookkeeper to make sure everything gets done, we can provide bookkeeping training, or we can do your bookkeeping in house.

Estate Planning

We cannot emphasize enough the need for good planning at all stages of your life. Near the end of your career your thoughts will turn to the future of your business. We can help you set up your business to accommodate your goals, and decide on the best exit strategy when the time comes.

Contact Us

We offer an initial consultation, free of charge, to potential clients.

 

info@whalenpc.ca

(519) 941-5526

A3 – 633419 Highway 10, Mono, Ontario L9W 6Z1

M-F: 8:30am-5pm, S-S: Closed