How We Work

Many of our clients choose to engage us to provide holistic, comprehensive services, covering accounting and tax compliance as well as financial, tax and estate planning on an annual retainer basis. This allows us to apply all of our resources and expertise for the benefit of our clients and their families. But for those who prefer, we can price our services by the job. Please contact us to discuss further!

Accounting and Bookkeeping

We can assist clients in preparing their accounting records
for the year. With completed accounting records, we can then prepare “Notice to Reader” financial statements. As professionals who have been trained in accounting and taxation at one of the world’s largest public accounting firms, we will provide our clients with “big firm” quality and professionalism without “big firm” fees.

Income Tax Compliance

We prepare individual, trust, and corporate income tax returns. In addition, we prepare the related tax compliance forms such as GST/HST returns, T4 Returns and Slips for salaries paid, and T5 Returns and Slips for dividends paid, as required.

Financial, Tax and
Estate Planning

Unlike traditional accounting and tax work that simply reports what has happened in the past, we also help clients look forward in order to achieve better results in future years. In conjunction with Astute Strategies Inc., we provide financial, tax and estate planning for individuals, families and business owners. We help clients understand their options when it comes to accumulating, managing, spending and ultimately transferring wealth. Whether it is ensuring clients pay the least amount of corporate tax on a current basis, or providing piece of mind that our clients’ families will be financially sound for years to come, we help our clients optimize their financial lives.

For Accountants and Other Professionals

We have particular expertise with respect to financial, tax and estate planning for owners of Canadian Controlled Private Corporations. If you have clients who may require this from time to time and it is not part of your normal practice, we are happy to assist. We can help you behind the scenes or by meeting directly with you and your clients as you wish. Whether it’s advising on structural issues like using holding companies and family trust, reviewing ongoing issues such as the benefits of being incorporated, compensation planning and tax-efficient investing, or assisting during significant life events such as succession, sale or wind-up of a business, we can partner with you to deliver what clients need and value.