What we do

Our individual, business, and corporate clients benefit from a wide range of personalized, customizable, quality services that are beyond comparison. We have listed the services that we offer to our clients and other accounting firms, together with a brief description.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Tax Services

Tax Planning & Tax Preparation

There is a difference between a tax planner and a tax preparer. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:


Tax Planning 

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current tax developments to minimize your tax liabilities.


Tax Preparation

With our vast training and experience in the taxation field, the constant training and upgrading of our staff, and our significant investment in information technology, all enable us to prepare returns accurately and efficiently for individuals, corporations, partnerships, trusts, and estates.


Sales Taxes - GST, HST, and PST 

Many of our clients are responsible for collecting and submitting sales taxes in many different jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.


Deceased and Estate Taxes

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


Payroll Services  

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.


Immigration and Emigration Tax Issues

Canadian tax law includes a number of special rules that apply to immigrants and emigrants. Our teams of experts are able to advise both individuals and corporations planning to establish or relinquish Canadian residency.


Complex Tax Matters

Take a look under "Specialty Tax Services" for more information

Accounting Services

Compilation or Review Financial Statements

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

Compilation Engagements

We can assist you in the preparation of your Compilation Financial Statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

Compilation Financial Statements differ from Reviews and Audits as they are based upon client information provided and used primarily for internal use and tax compliance.

Review Engagements

A Review Engagement is a type of engagement that provides a limited level of assurance that a corporation's financial statements comply with the applicable financial reporting framework. 

It gives users limited assurance on the accuracy or correctness of financial statements.

A Review Enagement is not an Audit Engagement, however it does take more time than a Compilation Engagement.

Accounting and Bookkeeping Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our trained staff can assist you with the day-to-day tasks associated with accounting and bookkeeping.

Accounting Analysis Services

Cash Flow Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.


Spreadsheet Development

Sometimes we need just that one extra piece of the puzzle to help us track and analyze information internally.  We can customize Microsoft Excel spreadsheets to your specific needs for your internal management reporting and analysis.


Financial Ratio Analysis

When we look at the health of an individual, we measure many numbers: height, weight, heart rate, blood pressure, etc. to tell us what is going on.  When we look at the health of a business, there are many numbers that also can tell us what the business truly looks like.  Do you really understand what the numbers are telling you?

This specialty engagement provides an in-depth analysis of your financial reporting to assist management in making well-informed decisions based on the health of the business.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Specialty Tax Services

Corporate Reorganizations

There are many ways to structure your business, and choosing the right one can mean the difference between success and failure. Our advanced tax team can help you choose or restructure your operations to increase efficiencies, reduce liability, protect assets, manage cash flow, optimize tax legislation, develop growth strategies, and plan for eventual succession. 

Business Mergers, Acquisitions, and Dispositions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger, acquisition, or disposition process by assessing such critical elements as tax considerations and minimization strategies; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Preparation and planning are key to the successful merger, purchase or sale of a business. Our team can assist you with all aspects of your transaction, including rough valuation, cash flow analysis, tax minimization on the transaction, and transition planning.

Ever hear of a GST44?  Do you know who is responsible for filing it and when?

What about a T2054?  T2057?  T2058?  or T2059?  What about the limitations of each?

These are simple forms that you can easily look up on the internet.  The form itself may appear to be straightforward, but making sure the calculations are done correctly, is not as simple as you may think as the underlying legislation related to these forms is extremely complex and can be the basis of many lawsuits.

We are very experienced in navigating the Income Tax Act and can assist both you and your corporate lawyer in this area.

Litigation Support

Damage Estimates

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting techniques. We have experienced staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.


Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.


Matrimonial Disputes

Helping calculate the "fair share" based on future tax implications of matrimonial and joint assets can help level the playing field in a separation and divorce.  For example, the personal assets, vehicles, house, etc. might combine with the same gross value as the business, but they are treated completely different for tax purposes. Having one take the business, while the other takes the rest, might look equitable on the face, but the tax implications in the long-term can have a dramatic impact on the actual net value.

This extremely complex area can become a huge hurdle to jump in negotiations, and we can help in either a collaborative way or as an individual's representation.


Shareholder Disputes

Buyouts, retirements, split-up of corporations, all of these can have massive tax implications for both sides of the dispute depending on how it is approached, and how the transactions occur.

Working either collaboratively for both sides, or representing one side of the dispute, we can help you work towards a solution that fits.

Tax Advisory Services for CPA Firms

We act as an in-house tax department for CPA firms that do not have in-house specialist tax expertise or that wish to supplement their range of services in specialized areas.

We can make you look good by working behind the scenes and being invisible to the client, or we can work directly with the client. You decide what suits you and your client best.

We will quote a fee on a per-job basis or will invoice based on time depending on what is required. Where other professionals are needed, we will coordinate an overall service team approach.

Some say that a company's external accountant is their most valued financial professional. The relationship with this professional is a special one, often built on years of faithful service and trust.

Professional accountants are experts in handling day-to-day accounting matters, preparing returns, planning client remuneration strategies, and dealing with the CRA. However, from time to time, more specialized expertise may be needed for a particular purpose.

With vast experience in corporate reorganizations, our focus is on providing clients with practical tax advice that will save them money. In doing so, we preserve and enhance existing client relationships with their current accountants.

We are here to provide tax services for firms that do not want to incur the high overhead costs of a full-fledged tax specialty department. As CPAs ourselves, we understand the public accounting profession, we understand client needs, and we are sensitive to deadlines, client demands, and confidentiality.

Strategic Advisory Services

Business and Management Advisory

Privately Owned Business Advisory

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.


Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we have knowledge of most programs, either through personal experience, or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.

Corporate Recovery

Many promising businesses experience periods of financial stress. Our team of professionals can help you identify opportunities and risks, and assist with restructuring, refinancing, cash management and other services to help you put your business back on a sound financial footing.

Planning Services

Succession Planning Services

Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.


Financial Planning Services

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

We recommend that your first call be with your financial advisor to set up your comprehensive strategy. Afterwards, we will be ready to work with you and your advisor to structure your goals and needs effectively on a tax efficient basis.

We do not sell insurance or investments and as a result, this service is fee-based. While we won't comment specifically on your or your financial advisor's investment strategy, we will provide commentary related to the tax consequences, planned, or unplanned, as part of the implementation of that strategy. 

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Like we mentioned above, we won't critique the types of investments. That should be left to the advisors and brokers that deal with investments all day, every day.  However, we will provide you with some tax information that may apply, whether they were considered or not, to make sure you are fully aware of all your options with respect to your investment needs.

We also will provide you with simple cash-flow tips and strategies that every person should learn to accumulate wealth successfully.


Trust Planning Services

Family Trusts, Alter-Ego Trusts, Testamentary Trusts, Employee Vesting Trusts, these are only a small tidbit of the type of trusts we can help you implement for your advanced tax, estate, wealth, and succession planning needs.


Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Do you have a holding company with cash that you are wanting to close down or dissolve?  How will this affect your Old Age Security? 

What about other considerations like senior facilities that have nursing care? Have the unexpected costs they could bring been factored into your plan?

Did you know that depending on the interest rate, a reverse mortgage can actually be worse than a home equity line of credit?


Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.