Business Details
Your Trusted Accountant in North Bay, ON
Carolyn Hebert CPA, CPA, CGA has dedicated her career to providing personalized accounting and tax solutions tailored to individual client needs. With over 30 years of experience in financial matters, she combines technical expertise with a client-centric approach to empower businesses and individuals in North Bay. Her background in computer systems implementation and inventory management, gained through roles in the mineral exploration and lumber industries, informs her practical approach to accounting challenges.Carolyn specializes in customized bookkeeping systems, tax planning, and investment management, with particular expertise in multi-generational accounting and senior financial support. She prioritizes client education, offering training in computerized accounting systems while maintaining a commitment to compliance and strategic financial decision-making. Her practice reflects a deep understanding of local business environments and a dedication to helping clients maximize tax benefits through informed strategies.
Services
Tax Preparation
Accounting Advisory
Bookkeeping
Payroll Services
Investment Tax Planning
Highlights and features
- 30 years of experience in accounting and tax services
- Customized bookkeeping systems tailored to business needs
- Specialized expertise in investment tax planning
- Home visits available for senior clients
- Certified professionals with industry-specific knowledge
Associations and certifications
- Certified General Accountants of Ontario
- Certified General Accountants of Canada
- Canadian Securities Institute
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including incorporated entities, partnerships, and sole proprietorships. Specialized in investment tax planning and multi-generational accounting strategies. Provides expert guidance on government benefit maximization and compliance requirements.
Accounting Advisory
Customized accounting solutions for small businesses, including system implementation and financial reporting. Offers training in computerized accounting software while maintaining compliance standards. Focuses on empowering business owners with financial decision-making tools.
Bookkeeping
Full-service bookkeeping with flexible options for business owners. Develops tailored accounting systems or manages bookkeeping entirely for clients. Specializes in simplifying financial tracking for businesses without dedicated office spaces.
Payroll Services
Complete payroll processing solutions ensuring compliance with tax regulations. Handles employee payments, tax deductions, and government reporting requirements. Designed for businesses seeking accurate and timely payroll administration.
Investment Tax Planning
Specialized tax strategies for investment portfolios and stock trading activities. Combines accounting expertise with investment knowledge to optimize tax outcomes. Focuses on long-term financial growth and compliance in investment-related tax filings.
People
Carolyn Hebert CPA
Chartered Professional Accountant
Certified General Accountant with 30 years of experience in tax planning and business advisory. Specializes in investment taxation and senior financial support. Holds Canadian Securities Course certification and computer systems implementation expertise.
Questions
Are you easy to find?
Yes. Located at 675 Main Street West, North Bay, in a renovated century home near Lakeview Rona and Memorial Drive.
Where should I park?
Park in the back yard with designated handicap spaces available beside the house.
When are tax returns due?
Individuals without business income: April 30. Business owners: June 15 filing with April 30 payment deadline. Corporations: 6 months to file.
When will I receive my refund?
Refunds typically issued 2 weeks after e-filing. No cash-back services available.
What documents are needed for tax filing?
Previous year's tax return, Notice of Assessment, current year slips, and income/expense summaries. Download our Tax Summary Form for details.
Can I deduct home office expenses?
Yes, based on business-use square footage ratio. Includes heat, hydro, taxes, and mortgage interest. Excludes renovation costs.
