We work with clients to grow into their potential

We provide access to a trusted sounding board, mentor, and confidant who speaks in plain English while giving you peace of mind and value for your money.

Tax Planning

We create a tax plan that saves you time and money. We will lower your future business or corporate income taxes by assessing what cost-saving actions you can take before the tax year-end that include:

  • Exit and Business Sale Planning

  • Family Succession Planning

  • Estate Planning

  • Real Estate Planning

  • Divorce

  • Estate Freezes

  • Canadian Cross-Border Planning

Assurance and Accounting Services

We work to enhance confidence in your organization and among external stakeholders with clear, transparent, and independently reviewed financial information that can include:

  • Review Engagements

  • Compilation Engagements

  • Special Reports including:

    • Compliance with agreements

    • Specified/tailored procedures

Taxation Compliance

We take a proactive approach to tax compliance that manages your risk and provides you peace of mind. We keep you informed and compliant with all your tax obligations including:

  • Corporate tax returns

  • Trust tax returns

  • Personal tax returns

  • Partnership returns

  • GST returns

  • Payroll support

  • Canada Revenue Agency Assessments or Reassessments

  • Canada Revenue Agency objections

We are committed to our clients:

  • Offering the best tax strategies the moment we notice opportunities.

  • Promptly replying to communications within one business day.

  • We are available for all day-to-day matters, so we hear what keeps our clients' minds occupied, whether you need help with current tax compliance or forward planning. We provide value when you call, not an invoice.

  • No surprise billings. Fixed pricing before the commencement of any tax consulting projects.

  • Files are assigned to a dedicated team of senior CPAs, with the Partners readily available for any one-to-one communication needed.

We work with our clients every step of the way.

  • We work with entrepreneurs who are deeply engaged in their business and seek advice when needed and understand the value of expertise.

    Our clients excel at what they do, and we excel at Tax. We handle the complexities of your financial and personal security, ensuring the future of your business and the people you care about.

  • Anytime! Whether you find yourself wanting to buy, sell, or start your own business, have complex financial matters, or find handling your taxes on your own overwhelming, we can help.

    We save you time, reduce stress, and ultimately help you save money, making the investment well worth it.

  • At the heart of what we do is building a strong, trusting relationship with our clients. We aim to be involved in both your personal and business life, so we can fully understand your unique situation.

    Because finances touch every part of your life, the more we learn about your goals and needs, the better we can provide personalized, comprehensive tax planning and advice to help you succeed.

Let's Talk