Services

Preparation of Financial Statements

Preparation of financial statements as your external accountant. Financial statements allow the management of the business or corporation to understand the annual financial results in order to make good decisions. Financial statements are also used for income tax filing purposes.

Income and Sales Tax Preparation

Preparation of income tax and GST/HST returns for corporations, individuals, and trusts/estates. Our meticulous approach ensures that your returns are prepared accurately and filed on time, keeping you compliant with all regulatory requirements.

Income Tax and Estate Planning

Our proactive tax and estate planning services help you plan for the future, minimize tax liabilities, and ensure the efficient transfer of assets to your beneficiaries. We work closely with you to develop strategies that align with your financial goals and family needs.

Advice-Only Financial, Tax, and Estate Planning

What sets us apart from many other accounting firms is our dedication to providing proactive, advice-only wealth planning expertise, with a particular focus on financial, tax, and estate planning to our clients as well as to other accounting firms and financial advisory practices.

This includes building comprehensive and/or modular wealth plans, comprised of a financial plan, a tax and other strategies plan, and an estate plan/summary of estate wishes. This also includes more focused reports, memoranda, and analyses to be more laser focused on particular questions and issues. In addition, we provide advice on a flat fee or hourly basis through consultations, meetings and memos, and more.

Services

Preparation of Financial Statements

Income and Sales Tax Preparation

Income Tax and Estate Planning

Advice-Only Financial, Tax, and Estate Planning

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