Services
Our services range from Business Consulting to Accounting and Payroll to Corporate and Personal Tax Filing.
At Adam Accounting, our services range from Business Consulting to Accounting and Payroll to Corporate and Personal Tax Filing. We work alongside Adam Lee Financial to offer retirement and estate planning advice as well as RRSP and TFSA advice.
Our goal is to build a strong relationship with you and help you minimize your taxes payable.
Our Services
- Assistance to seniors with applications such as OAS and CPP
- Assistance and consulting with regards to estates
- Assistance and consulting with regards to farm sales
- Assistance and consulting with regards to business sales
- Disability applications
- GST applications and returns for small business and farms
- Monthly accounting
- Financial statements
- Personal tax returns
- Farm and business tax returns
- Corporate tax returns
- Estate tax returns
- Preparation of returns for organizations (non-profit or charity)
- Payroll
- Agristability
ADAM LEE FINANCIAL
Jolene Zeghers
Financial Advisor,
Manulife Securities Investment Services Inc.
Adam Lee Financial is currently operating in three locations; Treherne, Portage La Prairie, and Winnipeg, offering such products as GIC’s, mutual funds, segregated funds, and insurance. We have combined our expertise in the investment world with in-depth tax knowledge to tailor unique solutions to a variety of client needs. Taxation has become an integral part of our business as reduction in taxes means an increase in the overall estate.
The founders of Adam Lee Financial Services Inc. came together in 1997 with different strengths which have been tailored to provide expertise not easily accessible with other firms. With the combination of experience dating back to 1969, tax preparation since 1982, and complex market analysis and understanding, client needs are met from all perspectives.
Curtis Zeghers
Financial Advisor,
Manulife Securities Investment Services Inc.
At Adam Accounting, our services range from Business Consulting to Accounting and Payroll to Corporate and Personal Tax Filing. We also offer in-depth estate planning as well as advice on the purchase and needs directed towards RRSP’s, RRIF’s and tax-free savings.
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Contact Us
Treherne
204-723-2544
Portage La Prairie
204-239-4800