CLIENTS

We serve businesses, non-profit organizations, and individuals
with a wide range of operations and needs.

We provide a wide range of financial services to help meet all of your business goals and work with you to examine your needs and create a customized program for your success.

PRIVATE BUSINESS

We take a personalized approach and ensure we support you in ways that provide value to you and your business. We alleviate pressure on your business by providing sound counsel, allowing you to put the focus on what you do best. Whether you're a small business owner or a large corporation, we provide a full range of bookkeeping, accounting, tax and financial consulting services. This includes examination of books of account, preparation of financial statements, filing corporate income tax returns, and complete tax planning advice. Our level of work for our clients vary as well - from simple preparation of accounts once a year to complexities of amalgamations and corporate reorganizations.

  • Preparation of audit, review or compilation financial statements
  • Income tax compliance
  • Corporate tax planning and restructuring
  • GST/PST/HST and sales tax advisory
  • CRA audit defense
  • Tax credit recoveries
  • Purchase and sale transaction advisory
  • Succession and retirement planning
  • Family estate planning
  • Full cycle bookkeeping or assistance with bookkeeping
  • Cash flow projections
  • Assistance in business financing

INDIVIDUALS

We assist individuals and families to minimize taxes through creative strategies and sound advice. Every situation allows opportunities for tax savings. We can provide you with a complete range of tax services and personal financial planning. This includes: Preparing personal income tax returns; generating rental income statements and statements of personal net worth; and, assisting in interactions with banks, mortgage companies, and other financial institutions. Combining these practices with the best tax minimization strategies ensures that you have peace of mind knowing that you're utilizing all available tax breaks and opportunities effectively.

  • Bookkeeping services for self-employed individuals
  • Preparation of financial statements for self-employed individuals
  • Preparation of personal income taxes for employees and self-employed taxpayers
  • Tax efficiencies and tax planning
  • Accounting for investments
  • Integration of personal and corporate holdings
  • Family estate planning

ESTATES AND TRUSTS

The goal of trusts and estate planning is to develop a practical financial plan that will protect, grow, and preserve wealth and assets and transfer it to future generations with minimal tax consequences. We understand that estate planning and dealing with taxes upon death are difficult but crucial activities to prepare for. You can trust us to handle your needs in a professional and efficient manner. We can help reduce the burdens of planning and completing the necessary filings that occur upon death. We take the time to listen and learn about your family's situation and needs to develop the optimal estate plan. In collaboration with lawyers, life insurance agents, and trusts officers, we can help maximize tax saving opportunities to protect your hard earned assets, leaving more for those who matter most.

  • Estate planning for individuals
  • Preparation of estate and trusts tax returns
  • Preparation of trusts distribution slips (T3 slips)
  • Business succession planning
  • Assistance with trusts set-up and advise (bare trusts, spousal trusts, family trusts, testamentary trusts)
  • Income taxes at death
  • Dissolving of trusts
  • Disposition of beneficiary interest in certain trusts

PROFESSIONALS

As professional service providers ourselves, we understand what it takes to run an optimal practice. Helping you run your practice like a small business is what we do best, giving you the time to focus more on your work and less on your accounting. Give yourself peace of mind knowing your accounting, income taxes, and financial planning is in a trusted advisor and partner's hands. We work with professional service providers in every field, including lawyers, dentists, doctors, investment advisors, independent IT providers, realtors, insurance brokers, engineers, and architects. Whether you are just getting started, considering a merger, or planning an exit, we can provide the necessary support at all stages of your business life cycle with our full range of services.

  • Tax return preparation for businesses and individuals
  • Integrated corporate and personal tax planning
  • Tax minimization strategies and solutions
  • Specialized accounting and bookkeeping
  • GST/HST, PST, and payroll compliance
  • Financial statement preparation
  • Estate and succession planning
  • Assistance with bank financing
  • New business initiatives
  • Practice start-up support and guidance

CHARITIES AND NON-PROFIT

We pride ourselves on building and maintaining relationships with our Charities and Non-Profit clients. Our clientele consists of a myriad of charities, religious organizations, recreational social clubs, community organizations, and private schools. Whether it's conducting an audit, complying with provincial and federal tax laws, creating effective internal reporting systems, budgeting for capital expenditures, or applying for government funding, we have the expertise to accomplish your organization's goals. Our staff has been specially trained to perform audits within the Charities and Non-Profit sector and to address the unique needs of these entities. Our extensive experience provides us with additional insight and proficiency to minimize our fees without sacrificing quality work. We welcome the opportunity to be part of your team, help your organization realize its financial objectives, and act as advisors on strategic planning, internal controls, risk management, corporate governance, and various regulatory matters.

  • Audit, review and compilation of financial statements and other financial information
  • Filing appropriate T3010 Registered Charity Information Return and Annual Returns
  • Filing T1044 Non-Profit Organization (NPO) Information Returns
  • Assistance in obtaining government grants and reporting on the use of funds received
  • Maintaining charitable status and adherence to CRA requirements
  • Calculating and filing GST/HST rebates
  • Assistance in complying with the new Canada Not-For-Profit Corporations Act requirements
  • Assistance with CRA audits
  • Implementing adequate record keeping and donation slip records
  • Implementing a control environment for the safeguarding of the charity's assets and cash collection policies Facilitating foreign charitable activities
  • Assistance in the development of budgets, budget planning and the analysis of actual result versus budget projections
  • Assistance in business planning, strategic planning and risk management
  • Analysis of investments held and investment returns
  • Assistance in staffing issues involving employees and independent contractors
  • Reviewing major agreements with donors and funders
  • Reviewing issues with fundraising, fundraising contracts, major gifts and bequests
  • Development and review of governance structures and written by-laws
  • Reviewing the adequacy of fiduciary liability insurance for directors and board members
  • Review, design and implementation of internal reporting systems and internal controls

GET IN TOUCH. WE WOULD LOVE TO HEAR FROM YOU.

Call us at (416) 636-1800 or  CONTACT US