Business Details
Your Trusted Accounting Partner in New Minas, NS
IFTL Chartered Professional Accountants has been delivering comprehensive tax planning and accounting solutions for over three decades in the Annapolis Valley. Our expertise centers on supporting small and medium-sized businesses, while also providing personalized services for individuals and multi-million-dollar corporations. With a team approach, we ensure every client receives tailored advice from professionals familiar with their unique circumstances. Our partners, Ian Freake and Tracey Lawrence, bring decades of experience from national firms and hands-on business ownership to every client interaction. We specialize in strategic tax planning, succession management, and financial advisory services, helping clients navigate complex regulatory environments while optimizing their financial outcomes.As a CPA training office, we invest in developing future accounting professionals while maintaining rigorous industry standards. Our commitment to client relationships extends beyond transactional interactionswe actively engage with businesses to address operational challenges, from cash flow management to succession planning. This depth of experience and personalized attention positions us as trusted advisors for both business and personal financial needs. Our team's familiarity with local market dynamics and extensive network of professional resources further enhance the value we deliver to clients across diverse industries.
Services
Tax Planning
Succession Planning
Financial Advisory
Accounting Assistance
Corporate Tax Preparation
Payroll Services
HST Filing
Bookkeeping
Highlights and features
- We have over 30 years of experience serving Annapolis Valley businesses
- Our team includes designated CPAs with national firm expertise
- We maintain deep understanding of local business and family dynamics
- We offer comprehensive services from bookkeeping to succession planning
- We provide year-round tax planning, not just annual return preparation
Associations and certifications
- Chartered Professional Accountants (CPA)
What people say
Knowledgeable staff
Personalized service
Deep local expertise
Timely responses
Strategic insights
Services
Tax Planning
We develop customized tax planning strategies to optimize financial outcomes for businesses and individuals. Our approach combines regulatory expertise with practical business insights to minimize tax liabilities while supporting long-term goals. With regular client consultations, we ensure tax strategies evolve alongside changing circumstances and legislation.
Succession Planning
Our succession planning services help business owners prepare for smooth ownership transfers. We work with multi-generational family businesses to create comprehensive transition strategies that protect legacy and ensure continuity. From valuation to legal structuring, we coordinate with professional networks to deliver seamless succession solutions.
Accounting Assistance
We provide full-cycle accounting support including monthly bookkeeping, payroll processing, and financial statement preparation. Our team manages HST filings and CRA communications while implementing customized accounting systems tailored to each business's operational needs and growth trajectory.
Financial Advisory
Our financial advisory services focus on helping clients make informed business decisions. We analyze cash flow, pricing models, and investment opportunities to create actionable plans that support both personal and business financial objectives through strategic resource allocation.
Corporate Tax Preparation
We handle complete corporate tax return preparation with emphasis on accuracy and compliance. Our services include trust returns, personal tax filings, and year-round advisory to ensure proper documentation and optimal tax positioning throughout the fiscal year.
People
Ian Freake
Partner
Former national firm accountant with expertise in business growth strategies. Specializes in tax planning for business owners and corporate succession management. Brings over 20 years of experience in strategic financial advisory services.
Tracey Lawrence
Partner
Specializes in local business strategy development and accounting systems implementation. Focuses on new business start-ups and personalized tax planning. Combines technical expertise with deep understanding of regional business dynamics through 15+ years of practice.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting support including bookkeeping, payroll processing, financial statements, and CRA communications tailored to small business needs.
Do you help with business succession planning?
Yes, we specialize in creating customized succession strategies for family-owned businesses, including ownership transfer and estate planning solutions.
What tax planning services are available?
We offer year-round tax planning for individuals and corporations, focusing on minimizing liabilities while aligning with long-term financial objectives.
Do you work with new business start-ups?
Yes, we assist new businesses with accounting system setup, tax registration, and financial planning to establish strong foundations for growth.
