It’s hard to see an area of financial planning that taxes don’t touch, be it retirement, education funding, health care, investing, estate planning, and even insurance.

Your financial plan is affected by the tax rules not only the current year but also those into the future. Each tax season we get a lot of questions from our clients about their financial future than in years past. That’s due to the government changes and their implications it will have on their tax returns and the importance of making sure they are adjusting their financial plans accordingly.

We dig a little deeper to find tailored solutions to save you money on taxes, advance your business, and ways to best manage your wealth. We provide meaningful, well-organized financial records for a wide range of services to our individual and business clients.

General Accounting Services

Don’t leave your tax return up to chance. If you own a business, rental properties, or just have a more complex return, trust an accountant to minimize your payment and maximize your return.

  • Personal tax planning and compliance
  • Sole proprietorships
  • Communication with CRA to resolve compliance issues
  • General ledger & financial statement preparation
  • Compilation of financial statements
  • Financial forecasts and projections
Business Consulting

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. The following are just a few of the areas in which we provide consulting services:

  • General ledger & financial statement preparation
  • Accounting software selection and implementation
  • Compilation of financial statements
  • Business valuations
  • Buying/selling a business
  • Business process improvement
  • Accounting department outsourcing
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.

Not-for-profit accounting & tax services

Not-for-profit is a business service of your practice. Whether you're setting up a non-profit organization or need to meet CRA reporting requirements, our experienced team can help.

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Legal fees — what’s deductible and when?

Wanting to save on paying taxes?

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