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Many of us have heard the expression “You can’t see the forest for the trees”.  Many of us also know that countless organizations have run a muck with Canada Revenue Agency (CRA) due to a misunderstanding of the bigger picture of the tax rules applicable to them.

Let Ralston Evans Chartered Professional Accountant guide you through the trees to see the bigger picture and assist you in meeting all of  your government record keeping and filing requirements.

ABOUT US

We offer competitive, professional accounting and tax services to small business owners and personal taxpayers in Lindsay, the City of Kawartha Lakes and surrounding areas, Oshawa, Toronto GTA (including Brampton and Mississauga) and coast to coast.

We also provide accounting and tax services tailored to registered Canadian charities and other Not-For-Profit organizations.

What’s Important to Us

Providing personal and value added service based on what we can best provide for our clients.

Knowing that our clients are satisfied and that they feel they have received value for the services they have received.

It is also important that our clients have been helped to grow and stabilize their businesses.

If you are unable to travel to us, we can come to you — we are also accessible via telephone, email and Skype.  There is no distance between us with the great advances in technology.

We care about your business and your success.  We want to ensure that you are not delayed in submitting your filings to the government.  We understand that a delay in filing can cost you a lot of money and outstanding fees.

Do not let your bookkeeper hold you hostage any longer, call us today at 705-320-7964.

What’s Important to Our Clients

Peace of mind is most important – knowing that their work is done right and in a timely manner.

Give us a call today to get you free 30 minute consultation at 705-320-7964.  You can also send an email to  revans@ralstonevans.ca.  Appointment times are very flexible.

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OUR TEAM

Ralston has worked in the Accounting and Finance field for over 30 years with over 20 years experience in Public Accounting. His career path began in banking with positions held at branch and investment levels for one of the top Canadian chartered banks.  He has worked directly as an employee with accounting firms as well as sub-contract work — both large and small.  A good portion of his time in accounting services to the public, has been spent with the owner-managed business; helping them manage the many roles required of a small business owner.

Ralston Evans, CPA, CGA

Ralston has worked in the Accounting and Finance field for over 30 years with over 20 years experience in Public Accounting. His career path began in banking with positions held at branch and investment levels for one of the top Canadian chartered banks.  He has worked directly as an employee with accounting firms as well as sub-contract work — both large and small.  A good portion of his time in accounting services to the public, has been spent with the owner-managed business; helping them manage the many roles required of a small business owner.

He graduated from Ryerson University in 1994 with a Certificate in Accounting and Finance.  He obtained his formal training through Ryerson University, Centennial College and The Certified General Accountants Association of Ontario.

Ralston was admitted into membership of The Certified General Accountants Association of Ontario (which officially amalgamated with the Chartered Professional Accountants of Ontario on May 17, 2017) in 2001, and into the Chartered Professional Accountants of Ontario in 2014.

Ralston opened his practice in Lindsay in January, 2013.  He has enjoyed helping his clients to get organized, and better understand their business requirements.

With new clients, Ralston’s practice is to review their prior year files to ensure nothing has been missed and that their tax filings are current with Canada Revenue Agency.  Often, Ralston is successful in finding tax credits the client was unaware of, which has put more money into their pockets.

Bonnie Evans, Paralegal and
Executive Assistant

Bonnie joined Ralston Evans, Chartered Professional Accountant in April 2017.  In April 2018, Bonnie received her Certification as a Licensed Paralegal with the Law Society of Upper Canada after successfuly passing the Paralegal Licensing Exam in March 2018.

Bonnie graduated from Sir Sanford Fleming College with Dual Paralegal and Law Clerk Diploma. Before pursuing studies at Sir Sanford Fleming College, She worked as a legal assistant for seven years combined with Borden Ladner Gervais, in Toronto, Ontario and Stewart Mckelvey, in Halifax, Nova Scotia.

Bonnie has over 20 years of experience in office administration, event planning and customer service.  She has worked with various employers including Government, Public Sector, Private Sector and Not-for-Profit organizations.

She volunteered her services as a Photographer and Assistant Multimedia Coordinator with various organizations in Ontario and Nova Scotia.

Bonnie has served as Entertainment Co-Chair with the Canadian Cancer Society’s Relay for Life, and with Community Justice Society as a Mediation Facilitator with the Restorative Justice Program in Halifax, Nova Scotia.

Bonnie is a business and community minded individual who loves a challenge and is great at multi-tasking.  She is a visionary and a leader with broad experience in administrative management, event planning and prioritizing expectations.  She has a professional attitude and approach, attentive and knowledgeable with a strong desire to learn and grow.

Tobi Ogonnowo, Staff Accountant

Tobi, a previous banker with First Bank of Nigeria Ltd. (one of the top three banks in Nigeria), joined Ralston Evans, Chartered Professional Accountant in June 2018 as Staff Accountant.  She is responsible for bookkeeping and finance activities.  She has over 10 years experience in areas of Treasury Sales, Customer Service and as a Financial Advisor.

She is a member of the Associations of Chartered Certified Accountants UK (ACCA) and also holds a Masters Degree in Business Administration from Obafemi Awolowo University, Nigeria.  She is in the process of obtaining her membership with the Chartered Professional Accountants of Ontario (CPA).

She is vast and contributes immensely to managing the books of clients. Her wealth of experience and quest for knowledge compliments the vision of the Firm.  Tobi loves travelling and meeting new people.

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Client Testimonials:

“Ralston Evans Chartered Professional Accountant is the accounting firm you really want to go to. The office is nice and airy.  You are greeted with a beautiful smile that cheers you up instantly, even if you’re worried about your taxes you can’t help but smile back 🙂

He is calm, he listens and is very organised and above all very thorough and honest.
You can be confident that he will take time to discuss your situation and offer solutions that are tailor-made for you.

For over 10 years, his services have been invaluable to me. He has become more like a partner doing both my personal and business taxes.

He definitely deserves 5 stars.”

— Patrice, Business owner

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“As our accountant, Ralston Evans has been an ardent supporter of our business.  He is diligent, thorough, and efficient during reviews of our account, and provides timely assistance with the CRA when tax issues arise.  This saves us time and money.

When spring tax time arrives, he seamlessly sorts out our business accounts from our personal accounts keeping us on the correct financial track.  

We appreciate his hard work!”

— Alan and Katherine, Business owners

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“When I first became treasurer of my church a few years ago, I was quite limited in my understanding of the role. Ralston has always been very supportive and a great source of information. He has performed many duties on my behalf and helped immensely with any government forms and interpretations. He identified areas that needed my attention, along with detailed explanations as to why. He is not forceful, but simply provides the necessary information for us to make an informed decision. I can ask Ralston any question regardless of simplicity or complexity. He is very professional, treats people with respect and is a pleasure to work with. (He can sing great too!)”

— Frank, Registered Canadian Charity

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“I can personally say after eight years with Ralston Evans as my accountant, I have had no worries sleeping at night. You cannot find a more honest, caring, and up-to-date man to work for you. For many years to come, I plan and intend to have Ralston Evans as my personal and business accountant.”

— Scott, Registered Canadian Charity Alan and Katherine, Business owners 

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“You always go the “extra mile”!  Thanks so much for all your help with my books!!”  

Blessings

— Lynda, Business owner

“Your kindness is appreciated very much.  Thank you for taking care of our taxes & your extra beneficiary advice as well!”

— Shari

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“Thank you for being you.”

— Judith & Don, Registered Canadian Charity

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OUR SERVICES

  • Comprehensive Accounting & Tax Services
  • Bookkeeping (Monthly/Quarterly bookkeeping and Monthly/Quarterly government filing)
  • Bookkeeping Software Training (one-on-one)
  • Consultation (Answering various questions regarding bookkeeping for non-profit and charitable organizations)
  • Corporate Tax Returns
  • Financial Statements
  • Government Filings (payroll, HST, T4’s, T5’s, and other Rebates)
  • Monthly Bookkeeping
  • Monthly/Quarterly HST Returns
  • Personal Tax Returns & E-filing (review client records and prepare for government filing; sole proprietors, business income statements)
  • Registered Canadian Charity Returns
  • Tax Planning

We can help you answer questions about:

  • Business Filings (corporate and self-employed)
  • Estate Filings
  • Not-for-Profit Income Tax Filing
  • Charity Tax Receipts
  • Child Tax Benefits
  • Completing Government Forms
  • Daycare and Childcare Receipts
  • Income Splitting
  • Income Tax Returns
  • Prior Year Tax Filings

For further information, please go to the Canada Revenue Agency website (https://www.canada.ca/en.html)

 Help us answer these questions…..

Are you avoiding calls from Canada Revenue Agency due to late filing or failure to file?

Are you losing sleep over your business affairs and tax obligations?

Are you falling behind with your record-keeping?

Are your invoices being sent out late on a regular basis?

Are your tax obligations not being met?

Are you incorrectly costing and pricing your goods and services causing you to lose money?

Are you writing off or expensing all of your purchases before they expire?

If you have answered yes to any of these questions……Ralston will be able to help your business get back on track.

SERVICES

Our comprehensive accounting and tax services for you:

CORPORATIONS

We will help meet the filing needs and requirements of our incorporated clients, especially the small business owners.

We will advise on tips to minimize tax. We will also advise on pitfalls to avoid.

As part of our service to the corporation, we will also prepare financial statements, which includes a snapshot of the corporation’s assets and liabilities at year-end; as well as a statement of net income complete with revenue and expenses and, of course, the corporate tax return. Any other tax filings will be included in our services to you.

The services we offer:

Bookkeeping

  • We provide a monthly, quarterly and annual service to you, all tailored to meet your specific needs.
  • The service is ideal for both the unincorporated and incorporated client.
  • Files and records are dropped off by you (including courier and postal services) and we record transactions according to correct accounting and tax requirements.
  • If you are registered for GST/HST, you will find this service most invaluable.
  • Please take advantage of our monthly, quarterly and annual management reports, which will allow you to have an informed look at where your business stands.
  • Along with our monthly bookkeeping package, we include all your required government filings such as WSIB, GST/HST and Payroll.
  • We will also provide you with full assistance for any other government filings required during the life cycle of your business.

Consultation

  • Answering various questions regarding tax and accounting for businesses, registered Canadian charities and individuals
  • Talk to us before you get involved in a transaction or before you get so frustrated with the information that a government agency has requested. You’d like to do your own bookkeeping but don’t know how to use the bookkeeping software? You’re planning to sell a rental property? There are several life and business events that we can help with guiding you in the right direction.

Corporate Tax Returns

  • We will prepare your returns and, in most cases, file them electronically with the government.
  • Any other information returns that are required will also be filed with the government.

Financial Statements

  • We prepare financials that are ideal for management and/or the owner(s), usually called NTR (Notice to Reader) statements, from your information that we have compiled.
  • For the self-employed, the financial statements are optional and usually only include an income or profit and loss statement.

Government Filings

  • Payroll, GST/HST, WSIB, T4’s, T5’s, installments and Rebates
  • Even if you prefer to file these on your own, we can send you reminders before the due dates.

Tax Planning

  • There are many life and tax events that effect you and your particular situation.
  • The more familiar we become with you, the better advice we can provide.
  • We want to help you alleviate any future tax burdens if at all possible.

INDIVIDUALS

Meeting the filing needs and requirements of the everyday person and non-incorporated business. Our tax preparation service is thorough and efficient.

Our services are for those who like the peace of mind in knowing that

  • a professional has prepared their return.
  • they have been advised of any advantages and/or pitfalls that can be seen in their individual and family tax situation.

It’s a very personal service because your finances are very personal. You will not be treated like a number because we care about your details.

The services we offer:

Consultation

  • Answering various questions regarding tax and accounting for businesses, registered Canadian charities and individuals
  • Talk to us before you get involved in a transaction or before you get so frustrated with the information that a government agency has requested. You’d like to do your own bookkeeping but don’t know how to use the bookkeeping software? You’re planning to sell a rental property? There are several life and business events that we can help with guiding you in the right direction.

Personal Tax Returns

  • This service includes the sorting of client records and preparing for government filing via e-file.
  • It also includes self-employed schedules, employment schedules and business income statements.

Tax Planning

  • There are many life and tax events that effect you and your particular situation.
  • The more familiar we become with you, the better advice we can provide.
  • We want to help you alleviate any future tax burdens if at all possible.

REGISTERED CANADIAN CHARITIES

Are you the Treasurer? You’ve come to the right firm! We provide extensive consultation on charity books and record requirements, as well as assistance with what needs to be filed; both the when and the where.

The services we offer:

Registered Canadian Charity Returns

  • This service includes the completion of the Canadian registered charity information return and all related schedules that are required to be filed.

Financial Statements

  • We prepare financials that are ideal for management and/or the owner(s), usually called NTR (Notice to Reader) statements, from your information that we have compiled.
  • For the self-employed, the financial statements are optional and usually only include an income or profit and loss statement.

Government Filings

  • Payroll, GST/HST, WSIB, T4’s, T5’s, installments and Rebates
  • Even if you prefer to file these on your own, we can send you reminders before the due dates.

SELF-EMPLOYED

Any bookkeeping required for the self-employed individual will be done as part of your tax preparation package.

To the unincorporated business owners: We specialize in mess; so don’t be embarrassed in your first few years. We will get you on the right track to efficient recordkeeping. To the slow tax filer: CRA is on your back? Unfiled returns for several years? It may not be as bad as you think. Let’s assess the situation together.

The services we offer:

Bookkeeping

  • We provide a monthly, quarterly and annual service to you, all tailored to meet your specific needs.
  • The service is ideal for both the unincorporated and incorporated client.
  • Files and records are dropped off by you (including courier and postal services) and we record transactions according to correct accounting and tax requirements.
  • If you are registered for GST/HST, you will find this service most invaluable.
  • Please take advantage of our monthly, quarterly and annual management reports, which will allow you to have an informed look at where your business stands.
  • Along with our monthly bookkeeping package, we include all your required government filings such as WSIB, GST/HST and Payroll.
  • We will also provide you with full assistance for any other government filings required during the life cycle of your business.

Consultation

  • Answering various questions regarding tax and accounting for businesses, registered Canadian charities and individuals
  • Talk to us before you get involved in a transaction or before you get so frustrated with the information that a government agency has requested. You’d like to do your own bookkeeping but don’t know how to use the bookkeeping software? You’re planning to sell a rental property? There are several life and business events that we can help with guiding you in the right direction.

Financial Statements

We prepare financials that are ideal for management and/or the owner(s), usually called NTR (Notice to Reader) statements, from your information that we have compiled.

For the self-employed, the financial statements are optional and usually only include an income or profit and loss statement.

Government Filings

  • Payroll, GST/HST, WSIB, T4’s, T5’s, installments and Rebates
  • Even if you prefer to file these on your own, we can send you reminders before the due dates.

Personal Tax Returns

  • This service includes the sorting of client records and preparing for government filing via e-file.
  • It also includes self-employed schedules, employment schedules and business income statements.

Tax Planning

  • There are many life and tax events that effect you and your particular situation.
  • The more familiar we become with you, the better advice we can provide.
  • We want to help you alleviate any future tax burdens if at all possible.

TRUST, ESTATES AND FINAL PERSONAL TAX RETURNS

To the Estate administrator: Do you know what CRA needs from you and when they need it? We will help guide you through all your filing requirements and assist in finding ways to legally reduce any tax burden.

The services we offer:

Tax Planning

  • There are many life and tax events that effect you and your particular situation.
  • The more familiar we become with you, the better advice we can provide.
  • We want to help you alleviate any future tax burdens if at all possible.

Trust and Final Personal Tax Returns

  • Unfortunately, the funeral home may not have taken care of all the notifications that need to be sent out to each government division. We can assist and complete this requirement.
  • We will check prior year filings if you wish and notify you and your lawyer of any outstanding taxes with Canada Revenue Agency.
  • We will also prepare the final personal tax returns and related schedules, as well as the estate tax return and related schedules.
  • If you have set up a discretionary trust (like a Henson Trust), especially for someone that has life challenges and requires the financial assistance of a trustee, we can help with the filing requirements and put you on the right path.

Give us a call today to get you free 30-minute consultation at (705) 320-7964. You can also send an email to revans@ralstonevans.ca. Appointment times are very flexible.

Contact Us

1 William Street South | Suite 7 (2nd Floor) | Lindsay, ON K9V 3A3



Mailing Address:

PO Box 84, Station Main 
Lindsay, ON K9V 4R8
Phone: 705-320-7964
Email:  revans@ralstonevans.ca


Final Notes:

Meeting the filing needs and requirements of the everyday person and non-incorporated business (partnership and proprietorship).  Our tax preparation service is thorough and efficient.

Our services are for those who like the peace of mind in knowing that a professional has prepared and advised them of any advantages and pitfalls that can be seen by their individual and family tax and financial situation.

It’s a very personal service because your finances are very personal.  You will not be treated like a number because we care about your details.

Any bookkeeping required for the self-employed individual will be done as part of your tax preparation package.

To the unincorporated business owners:  We specialize in mess; so don’t be embarrassed in your first few years.  We will get you on the right track to efficient record keeping.  To the slow tax filer:  CRA is on your back?  Unfiled returns for several years?  It may not be as bad as you think.  Let’s assess the situation together.

Talk to us before you get involved in a transaction or before you get so frustrated with the information that a government agency had requested.  You’d like to do your own bookkeeping but don’t know how to use the bookkeeping software?  You’re planning to sell a rental property?  There are several life and business events that we can help in guiding you in the right direction.

We will help meet the filing needs and requirements of our incorporated clients, especially the small business owners.

We will advise on tips to minimize tax.  We will also advise on pitfalls to avoid.

As part of our service to the corporation, we will also prepare financial statements, which includes a snapshot of the corporation’s assets and liabilities at year-end; as well as a statement of net income complete with revenue and expenses.

Bookkeeping and Government Filings

We provide a monthly, quarterly and annual service to you, all tailored to meet your specific needs.

The service is ideal for both the unincorporated and incorporated client.

Files and records are dropped off by you (including courier and postal services) and we record transactions according to correct accounting and tax requirements.

If you are registered for GST/HST, you will find this service most invaluable.

Please take advantage of our monthly, quarterly and annual management reports, which will allow you to have an informed look at where your business stands.

Along with our monthly bookkeeping package, we include all your required government filings such as WSIB, GST/HST and Payroll.

We will also provide you with full assistance for any other government filings required during the life cycle of your business.

What’s new:

We have relocated our office, where we provide accounting and tax services, to a downtown office.  Our new location is on the 2nd floor at 1 William Street South, Suite 7, in Lindsay – across from TD Canada, one parking lot away from where we were located last year.

For my current and new clients that “can’t do stairs”, we will visit you at a more accessible location.  Give us a call at 705-320-7964 or drop us an email at revans@ralstonevans.ca.  We look forward to hearing from you.

Ralston