Services
Accounting, tax and advisory services for individuals, families, businesses, trusts and estates. Each service is delivered to a documented standard, with the scope and fee agreed in advance.
We work with clients in Concord, Vaughan and across the Greater Toronto Area. Our practice covers personal and corporate tax, bookkeeping, payroll, trust and estate reporting, consulting and business financing support. Each engagement is scoped and priced before work begins, and all filings are reviewed and approved by you before submission. If you are not certain which service applies to your situation, contact us with a brief description and we will advise you on the right starting point.
Personal income tax returns for employees, self-employed individuals and families, including rental, investment and capital gains reporting. We plan around registered accounts and the credits you are entitled to, and we respond to reviews, notices and reassessments from the CRA.
A complete accounting function for incorporated businesses: monthly bookkeeping, year-end financial statements, T2 returns, payroll and GST/HST. We also advise on owner compensation and the structure of the corporation.
T3 returns, terminal returns, estate accounting and clearance certificates for trustees and executors. We work alongside your lawyer so that tax matters are resolved before assets are distributed.
Structured financial analysis for business owners: cash flow forecasting, budgeting, profitability review and evaluation of growth plans, with a written recommendation you can act on.
Preparation of the financial statements, projections and supporting documents that lenders require, together with a review of the financing options available to your business.
Speak with us about your accounting and tax requirements.
Tell us what you need and we will respond with the next steps and the information required to begin.