Services

Professional Advice That Makes a Difference.

Areas of Practice

 

 

We are a full-service public accounting firm focusing on small to mid-sized family-owned and operated businesses, privately held large corporations, trusts and estates, non-profit organizations, and high net worth individuals. 

 

 

ACCOUNTING & ASSURANCE

Financial Statement Preparation

Year End & Interim Reports

Notice to Reader Engagements

Review Engagements

Audit Engagements

 

bookkeeping support

Bookkeeping Assistance & Preparation

Staff Training & Periodic Monitoring

Accounting Software Selection & Set-up

Referrals Available

income tax compliance

Preparation & Review of:

Corporate, Personal, Trust, Partnership, Not-for-profit, Remittance & Other Federal and Provincial Returns (i.e. T4, T5, EHT, HST, Payroll, WSIB, etc.)

Voluntary Disclosures, Objections & Appeals

 CRA Communications & Response Preparation 

 

income tax planning

Income Tax Minimization Strategies

Estate & Succession Planning

Corporate Reorganizations & New Ventures

Acquisitions & Sales of Businesses

BUSINESS ADVISORY

Risk Management & Strategic Planning

Costing, Budgeting & Cash Flow Analysis

Forecasts & Projections 

Internal Controls Guidance

Insurance Advice & Planning

 

other services

Personalized Financial Advice

Representation & Support for CRA Audits, Collections & Disputes

Assistance with Obtaining Business Loans & Equipment Financing

Financial & Tax Research