Services

How can we help you?

Accounting

We offer limited assurance to outside interests and conduct reviews that involve inquiries and analytical procedures to confirm matters relating to financial statements, while also identifying any items that require further analysis. We perform reviews to ensure the integrity of our client’s data.

We conduct compilations for internal purposes and based upon information provided by a company’s management. While compilations do not offer assurance, we use them to provide insight for adjustments to a client’s accounting records.

We offer the highest level of assurance to third parties through in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits to enable a client to remove errors, while verifying the validity and reliability of a client’s information.

We offer our business clients timely and efficient bookkeeping services on a monthly, quarterly, and annual basis that reflect the high standards we maintain at our very own company. We  prepare company financial statements based on the information the client provides, as well as provide day-to-day bookkeeping tasks.

We provide payroll services that help clients reduce their time spent tending to the administrative responsibilities of their business so they can focus on actually running their business. We manage tasks such as payroll and tax return preparation. We work with our clients to determine their specific needs and help them implement a smooth payroll process for accurate and timely employee compensation. In addition to payroll processing, we offer the following services:

  • Payroll tax services
  • Direct deposit
  • Year-end processing
  • Employee benefits
  • Worker’s compensation

Taxation

Our tax services are designed to support our clients’ overall business strategies, product offerings, and investment decisions. We strive to be an invaluable business partners to organizations, providing guidance through a full range of business tax planning and preparation decisions that minimize tax liabilities, maximize cash flow, and progress towards financial goals. Our team also keeps clients informed of tax law changes that may impact their tax liabilities or provide opportunities for their business. Because we are a small, privately owned business, clients can be assured that they receive one-on-one personal attention and customized solutions that larger accounting firms cannot provide. Our expertise includes the following areas:

  • Preparation of Corporate tax returns
  • Guidance through complex rules
  • Minimizing taxes
  • Compliance with tax laws
  • GST and HST
  • Setting up accurate record keeping system
  • Strategic Planning & Risk Management

The tax implications of purchasing properties, renting property, investing, and personal life decisions, can be daunting and confusing. Our team serves as a critical support network for our clients by offering a broad range of personal tax services. We keep our clients up-to-date with changes in tax legislation, as well as develop an effective financial plan that protects their personal, family, and estate wealth. Our tax return preparation process is designed to ensure that our clients are meeting their tax obligations while minimizing their taxes. Our team members work one-on-one with each of our clients to develop strong relationships, enabling us to offer customized service that best satisfy each individual’s needs. We explore and leverage client information to develop a structure most effectively supports our client’s financial situation and future goals. Our expertise includes the following areas:

  • Preparation of personal tax returns
  • Sole proprietorships and partnerships
  • Home-based businesses
  • Late filed returns or amended returns
  • Setting up accurate record keeping systems
  • Year-round consultations
  • Guidance through complex rules
  • Minimizing taxes
  • Goods & Services Taxation (GST) and Harmonized Sales (HST)
  • Estate planning and wealth management strategies
  • Retirement planning
  • Business and Rental Property Returns​

We offer expertise on Trusts, helping to guide our clients through the ever-shifting and complex tax laws that can complicate the transition of assets to beneficiaries or successors. We follow a smooth process which begins with identification and consideration of each client’s specific objectives, determination of assets and net worth, and discussion of different options for transferring their assets. We ensure your trust is executed as you wish and carefully plan so that your loved ones can mitigate or minimize the tax liability associated with asset transition.

We provide compliance services that are designed to help boost the efficiency and effectiveness of internal audit functions. Our team works closely with companies to optimize their risk management programs, internal controls, review third party relationships, as well as help our clients comply with regulations and governance. We help our clients navigate the complex demands of regulators, directors and audit committees, executive management and other key stakeholders, while also helping them to leverage regulatory forces into strategic advantage for their business.

Business Advisory

Our team has extensive experience as strategic advisors for business owners. This includes serving as agents for both buyers and sellers responsible for structuring and coordinating business transaction, conducting business valuation, and successful negotiation. Our advisory experience includes the following areas:

  • Purchase or sale of private corporations
  • Negotiations and professional team coordination
  • Financing proposals
  • Business growth strategies
  • General business advice
  • Business transition and succession planning

We know that having a well clear and thorough plan regarding the disbursement of your estate will avoid complications and ensure your trust is executed as you wish for the future. We support our clients in having their taxes and estate carefully prepared for in order to ensure that their loved ones do not have any additional stresses or difficulties to deal with during a time of loss.

Tax planning is fundamental to the tax preparation process and is critical to making the right taxation decisions for an individual, their family, and/or their business. Our tax planning and advisory services work to relieve the burden of filing taxes and enhance financial planning efficiency for our clients. By following a process that integrates tax planning practices into our client’s personal or business strategy, our team helps our clients create personalized strategies to minimize their taxes, maximize their returns, and take advantage of financial opportunities to be found in the ever-changing tax laws. We pride ourselves in providing exceptional quality service in every aspect of our service, from helping our clients make sense of their receipts and notices, to developing practical and successful financial strategies that succeed our client’s financial goals.

We assist businesses and individuals in managing complex market, regulatory, operational and credit risks by developing effective strategies to mitigate or take advantage of difficult situations. Our team works with business clients to identify areas affecting profitability and growth and create practical and sustainable solutions. We also support our individual clients by providing them with comprehensive, effective, and flexible strategies that address the issues affecting their life and personal finances. The following are areas of expertise in which we provide consulting services:

  • Accounting software selection and implementation
  • Buying/selling a business
  • Business process improvement
  • Financial & retirement planning
  • Estate planning
  • Write-offs and tax deductible considerations
  • Asset protection
  • Debt Management
  • Business start-up or expansion
  • Cash flow forecasting
  • Business consulting

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