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Accounting and advisory services for your success

Accounting and information technology for a changing world.

Corporations & Private Clients

  • Financial Statements

    • Audit engagements

    • Review engagements

    • Notices to Reader engagements

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  • Transaction advisory services (i.e. buy / sell transaction services)

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  • Tax planning valuation services

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  • Corporate re-organizations, succession planning, and restructuring involving trusts, partnerships, foundations, and corporations

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  • Review and execution of tax effective owner / manager compensation strategies

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  • Estate planning and execution

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  • General income tax service including:

    • Compliance services for individuals (T1), corporations (T2), trusts (T3), partnerships (T5013), etc.;

    • reviewing  eligibility for government assistance programs under the Income Tax Act and related legislation; 

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  • GST/HST advisory services 

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  • Scientific Research and Experimental Development Tax Credits (SR&ED)

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  • Cash flow planning and financing review assistance

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  • Accounting Software:

    • Advice/Planning

    • Implementation

    • Execution

    • Training

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  • Recordkeeping services specifically for high net worth individuals and investment holding companies

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Corporations & Private Clients
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Not-for-Profits, Charities, and Special-Purpose Entities

  • Assurance engagements (audits and reviews)

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  • Special program and funding audits

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  • Government funding and compliance reports

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  • Presentations to audit/finance committees/councils

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  • Income Tax compliance services including preparation of returns (T1044, T3010, T2, etc.)

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  • Property Tax rebate recovery 

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  • HST rebate recovery

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  • Cash flow projections and analysis

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  • Board Governance planning and best practices

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  • Internal Control assessment and review

Not-for-Profits, Charities, and Special-Purpose Entities

Wealth Preservation

  • Collaboration with investment advisors
     

  • Accounting and taxation advice for investment options
     

  • Diverse income accounting
     

  • Taxation 
     

  • Investment software

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Wealth Preservation
Person working at a desk with a laptop, holding a paper and pen. A calculator, clipboard with charts, coffee cup, and plant are nearby.

Taxation

  • Tax compliance
     

  • Tax minimization and deferral
     

  • Remuneration options to maximize savings and deferrals
     

  • Business acquisitions
     

  • Tax perspective on share and asset management
     

  • Succession planning 
     

  • Commodity taxation
     

  • Rebates

Taxation
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