Taxation

Our goal is to maximize your after tax wealth.
This includes proper planning and compliance

Accounting

Our goal is to help business owners have trusted financial information in order to make better and informed business decisions

Consulting

We can assist businesses in looking at their operations in order to achieve optimal performance and build a better, more successful business.

Our goal is to maximize your after tax wealth.  This includes proper planning and compliance.  Our tax services include:

  • Corporate tax planning
  • Corporate tax preparation
  • Personal tax planning
  • Personal tax preparation
  • GST preparation
  • Payroll taxes and T4/T5/T4A preparation
  • Tax aspects to corporate restructuring, acquisitions, and dispositions
  • Retirement planning
  • Succession planning
  • Estate planning and freezes
  • CRA audit assistance
  • U.S. Corporate and Personal Tax – We liason with trusted U.S. tax professionals to advise upon and prepare U.S. taxes

Our goal is to help business owners have trusted financial information in order to make better and informed business decisions.  We meet face-to-face with our clients on a regular basis to review their performance and offer advice for improvement.  Our accounting services include:

  • Assistance with accounting system design
  • Bookkeeping
  • Advising, assistance and training with regards to accounting and accounting software
  • Preparation of Financial Statements
  • Preparation of Notice to Reader (compilation)
  • Preparation of Review Engagements

We can assist businesses in looking at their operations in order to achieve optimal performance and build a better, more successful business.  Consulting services include:

  • Start up of a Business
  • Incorporation
  • Corporate Structures (sole proprietorship, incorporation, partnership, joint venture, trusts, etc)
  • Strategic business planning
  • Financial forecasts and projections
  • Quarterly, Monthly or Annual financial analysis
  • Business diagnostics and key performance indicators
  • Advising and assistance with bank financing applications and proposals
  • Buying and selling a business
  • Review of shareholder and partnership agreements
  • Succession planning
  • Estate planning