We strive to provide a personalized service and solutions that meet your needs.
By gaining a detailed knowledge of your business and personal finances
we will find and customize a solution that adds value to you and/or your business.

Tax Planning and Compliance

We offer specialized income tax planning services to corporations and proprietors to make sure your affairs are arranged in a tax efficient way. Our services include a review of your current corporate structure and personal tax position to make sure you minimize corporate and personal tax.

We can also provide advice on the income tax implications to you or your business of various transactions including a sale or acquisition of a business.  We also assist you  with the preparation of your corporate tax returns, and all other income tax statutory filings.

We will work with you to design a set of financial statement or other financial reports that you can actually understand and use as a tool to better manage your business.

  • Corporate income tax planning
  • Tax return preparation and other income tax compliance
  • Financial statement preparation
  • Advisory services for proprietors and small business owners

Estate and Succession planning

If you are planning on retiring or selling your business, we will work with you to determine the best way to arrange your estate to minimize income tax. We will also work with you to determine a tax efficient way to transition the ownership of your business.

Canadian Personal Tax

We can assist you with the preparation of your personal tax return and we will work with you to make sure you minimize your personal income tax.

  • Year round personal income tax return preparation
  • Voluntary disclosures for prior years’ filings

Bookkeeping, Payroll, and other Statutory Filings

We offer full-suite services to our small to medium sized businesses with the preparation of monthly, quarterly, or annual bookkeeping using Xero (cloud based accounting software), and add-ons such as Receipt-Bank, HubDoc, Payment Evolution and more. Our bookkeeping services include payroll and other statutory filings such as: T4, T5, GST, PST and WCB.

We tailor our Advisory Services to your needs and help you do the work you want to do yourself, and look after the rest of your needs on your behalf.

  • Xero cloud based bookkeeping services, including add-ons
  • Remote services through cloud based accounting solutions (Xero, Freshbooks, Wave accounting)
  • We take care of your payroll processing and T4 and T5 slips for your staff
  • We have your books up to date for your Year-End Returns and Financial Statement preparation

Business Consulting,

Business Transitions

and Virtual CFO Services

We provide consulting for small to medium sized businesses regarding business structure, taxation strategies, buying/selling a business, operational strategies and virtual CFO services to help you better manage your business.

  • In-Person / Skype meetings to review business performance
  • Assistance with the preparation of Business Plans
  • Virtual CFO (Chief Financial Officer) services offering high skilled assistance in financial requirements of your organization.

Download income tax client questionnaire:


Download business or rental income addendum: