We provide customized tax and accounting services tailored to your needs.

Our services

Our services are ideal for growing and established businesses, passive holding companies, and high-net worth individuals and their families.

Financial Reporting & Tax Compliance

Our financial reporting and compliance services are streamlined and integrated with your bookkeeping process to provide you with financial statements and tax/information returns in a timely manner.

  • Financial statements

  • Corporate tax returns

  • Personal tax returns

  • Estate and trust tax returns

  • Partnership returns

  • T4/T5 returns

Bookkeeping

Bookkeeping is the foundation for all accounting and tax related decision making. Having accounting records in real time is essential for accurate decision making. Leave the heavy lifting to us so that you can focus on what you do best.

  • Online bookkeeping services

  • Investment bookkeeping

  • CFO services

  • Payroll and government remittances

  • Sales tax services (GST/HST/QST)

Tax Planning

Our in-depth tax knowledge will provide you with customized solutions to keep you compliant and add value to your bottom line.

  • Remuneration planning for owner-managed businesses

  • Estate and succession planning

  • Establishing family trusts

  • Corporate reorganizations

Advisory

Making decisions on your own can be challenging. Let us help you navigate life’s difficult decisions.

  • Purchase and sale of a business

  • Succession planning

  • Referrals to other professionals (investments, insurance, legal, real estate)