Tax & Accounting Services

Financial Statements

  • Financial statement preparation (i.e., Notice to Reader)
  • Review Engagement Report
  • Audit Engagement Report
  • Interim financial statement preparation and review (e.g., monthly, quarterly)

Corporate Tax

  • Corporate tax return (i.e., T2)
  • Corporate tax planning
  • Corporate structuring and reorganizations
  • Business succession planning
  • CRA representation
  • Other CRA filings (e.g., T4 payroll, T5 dividends)

Personal & Estate Tax

  • Personal tax returns (i.e., T1)
    • Business owners and their family members
    • Individuals with complex situations (e.g., immigration, investments)
  • Personal tax planning
  • Family estate planning (e.g., trusts, wills, asset transfers)

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