Services

Client Services

We take pride in offering clients professional expertise that is derived from long-term experience and a passion for what we do. With a wide-ranging client base that spans from professionals to real estate development to tech start-ups, our services are tailored to meet the diverse needs that each individual and business requires.

Our comprehensive, client focused approach to tax and accounting is designed to let our clients rest easy when it comes to their financial matters and take care of what they are passionate about, their business.

We operate a full-service accounting firm and our clients benefit from our services which include:

Tax

We specialize in working with owner-managed corporations and with groups of closely related corporations providing the following services for businesses & individuals:

  • Corporate tax
  • Personal tax
  • Trust & Estate tax
  • Advanced tax planning including corporate reorganizations
  • Estate planning
  • Sales Tax (GST/HST/PST)
  • Assistance with Scientific Research & Experimental Development Claims (SRED)
  • Preparation of T-slips for payroll, dividends, trusts (T4; T5; T3 slips)

Accounting & Assurance Services

We understand that financial statements are a reflection of our clients aspiration to grow a successful business and we strive to identify opportunities that enable our clients to reach this goal.

  • Preparation of financial statements
    • Notice to Reader
    • Assurance engagements (review)
  • Payroll services
  • Bookkeeping services

Business Advisory Services

While our focus is on the fundamentals of the financial side of your business, taxation and accounting, we also understand that businesses encounter a multitude of decisions on a daily basis that require financial insight. Our experience with clients as well as our own ‘real-life’ experiences provide a sound base to help provide insight into these issues.

  • Purchase & sale of a business
  • Assistance with starting and structuring your new business
  • Partnerships & Joint Ventures
  • Business valuations