Our Services

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 for Individuals and Corporations

We all want to keep more of our hard-earned money. We will help you develop tax strategies to ensure you are paying the right amount of tax, and no more than necessary.

  • Corporate Tax Planning
  • Personal Tax Planning
  • Tax Compliance
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Payroll

Return preparation for Individuals

Our experienced professionals excel at tax planning and return preparation for individuals. We provide you with a dedicated partner that will work with you year-round to develop a customized plan with tax-saving strategies that are tailored to your unique situation.

  • T4 and other slips
  • Provincial and territorial tax and credits for individuals
  • Deductions

Estates and Trusts

By taking a hands-on approach with our clients and their financial and tax affairs, our estate planning accountants can act as key advisors in helping develop a tax-efficient estate plan for them and their families.

  • Trust and estate planning
  • Bookkeeping services
  • Preparing trust and estate (T3) tax returns
  • Compiled financial statements
  • Reviewed financial statements
  • Acting as a resource to the executor of the estate

CRA Audits and Appeals

It is nearly impossible to get yourself out of a tax dispute with the CRA. You need a knowledgeable tax consultant to take you through this difficult and stressful procedure. If you are facing a problem like this for the first time, the following information will help you understand how the tax dispute process works.

  • Income Garnishment
  • Overwhelming Large Tax Debts
  • Overdue Personal & Business Tax Filings
  • GST/HST Audit

Consulting Services

We can help you assess your current organization, processes, technology, and data and create a roadmap for transformation. We help you create new standards for effective practice in tax processes, controls, and output, drawing on deep experience to deliver a combination of tax, technology, and consulting capabilities.

  • Financial statement preparation
  • Compiled financial statements
  • Reviewed financial statements
  • Business plans and projections
  • Corporate wind ups

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.

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


  • Systems analysis
  • Buying/selling a business
  • Business start-up or expansion
  • Management consulting
  • Succession planning
  • Financial & retirement planning
  • Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas.

We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.