Services
Each year, we help hundreds of families, small business start ups, entrepreneurs and mature corporations to navigate the plethora of tax laws that pertain to their specific financial picture.
Our years of experience in taxation, business advisory roles, succession planning, estate planning & trusts seasoned by senior financial management positions in private companies, ensure you’re gaining proven wisdom and in depth thinking.
When it comes to your company’s growth, our professionals will work with you to develop the appropriate strategies to save you money and maximize returns.
Our Services
We provide a broad range of services. Please click on the links in each section to learn more.
Accounting: Accounting services encompass a wide range of financial tasks essential for both individuals and businesses. These services include bookkeeping, tax preparation, financial consulting, and audit support, all aimed at ensuring compliance with regulations and optimal financial management. Professional accountants help clients interpret financial data, manage budgets, and make informed decisions to drive growth. By leveraging their expertise, clients can navigate complex financial landscapes, maintaining accuracy and efficiency in their financial operations. Ultimately, accounting services are vital for achieving financial goals and sustaining long-term business health.
Canadian Tax Services: Canadian tax services assist individuals and businesses in navigating Canada's complex tax system, where regulations vary by province and territory. Key services include tax preparation, where professionals help clients file personal and corporate returns while maximizing deductions and credits. Tax planning is also vital, focusing on strategies to minimize liabilities while complying with Canada Revenue Agency (CRA) rules, such as income splitting and tax deferral. For businesses, these services encompass compliance advice and audit preparation, ensuring readiness for CRA audits. Additionally, tax services address cross-border taxation for Canadians with foreign income or investments. Utilizing these services can significantly reduce tax burdens and ensure compliance with changing regulations.
U.S. and Cross Border Tax Services: Navigating U.S. and cross-border tax services requires knowledge of both tax systems. We provide customized solutions for individuals and businesses to meet their tax responsibilities and improve their tax situation. With expertise in Canadian and U.S. tax systems, we assist clients in achieving compliance and favorable tax results in an interconnected world.
Business Advisory: An accounting firm can provide essential business advice by leveraging its expertise in financial analysis, regulatory compliance, and strategic planning.
Specialized Business Transactions: Specialized business transactions, such as buying and selling businesses, mergers and acquisitions, and the formulation of shareholder agreements, require careful consideration and expert oversight. Due diligence plays a critical role in these processes, ensuring that all financial, legal, and operational aspects are thoroughly examined before finalising agreements. These transactions often involve complex negotiations and the assessment of valuation metrics, necessitating a clear understanding of market conditions and strategic objectives. Engaging qualified professionals can safeguard interests and enhance the potential for successful outcomes in these high-stakes engagements.