Services

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Personal & Corporate Tax Solutions

Whether the advice you need is for a specific problem, a unique situation, or 'it's complicated', we've got you covered.

Our personalized tax services include:

Corporate Tax Services

  • Tax compliance

  • Business sale and acquisition planning

  • Corporate reorganizations

  • Tax authority compliance, audit assistance and dispute resolution

  • Real-estate acquisitions and development

  • Shareholder compensation planning

Personal Tax Services

  • Tax compliance

  • Estate planning

  • Tax authority compliance, audit assistance and dispute resolution

  • Philanthropy planning

Request an appointment today to get started.

Business Advisory Services

At the core of our advisory services is a commitment to personalized solutions—because the right answer isn’t just one that works, but one you feel confident implementing. We take the time to understand your immediate needs and how they align with your business goals, tax strategy, and long-term life plans.

Whether you’re looking to buy or grow a business, we offer expert advice to set you up for success. From customizing your accounting and bookkeeping systems to advising on efficiency, bookkeeper hiring, and staff training, we tailor our recommendations to meet your specific needs.

Succession planning is another area where we provide invaluable support. Are you considering selling your business, or transferring ownership to key employees or family members? We’ll guide you through the process to ensure you are properly compensated and your business transitions smoothly.

If you’re considering restructuring or reorganizing your corporate structure, we can help you navigate the complexities and prepare a comprehensive plan. Whether you're optimizing for growth, improving operational efficiency, or planning for a merger or sale, our expert guidance ensures you make the right decisions for you and your business's future.

Let’s work together to build not just a strategy that works today but one that positions you for success in the years to come.

Business Start Up Services

If you're starting a new business but feel a little lost in the area of accounting and tax, we can help. We'll talk about what you need and what we can do, as well as help answer some of the following common questions and issues that arise:

  • Does it makes sense to incorporate my business?

  • Do I need to register for GST and/or PST? If so, when? 

  • Should I hire employees or contractors?

  • How do I get the bookkeeping done? Can/should I do some of it myself?

  • How to do I pay myself in order to minimize taxes?

  • What do I need to budget for taxes?

The answers to these questions will depend on your business, your personal needs/preferences, and will be unique to you.

Request an appointment today to get started.