We provide a full range of services to our clients as follows:

Accounting

• Financial statement preparation
• Cash Flow forecasts and budgets
• Bookkeeping and write-up services
• Investment Portfolio write-up and tracking

Tax Services

• Personal Income Tax returns
• Personal Terminal Income Tax returns
• Corporate Income Tax returns
• Estate and Trust Income Tax returns
• Income Tax planning for individuals, corporations, estate and trust
• Tax Relief Appeals to CRA
• Voluntary disclosure applications
• GST/PST/HST Consulting
• Preparation of T4, T5, T3, NR4, NR5 and NR6 slips
• Non-resident advice and services including SEC 116 Filings
• Salary/Dividend Planning

Management Advisory Services

• Business advisory service
• Purchase and Sale of a business
• Incorporation advice
• Business start-up advice
• Succession planning
• Retirement planning

Presently Serving

• High Net Worth Clients
• Holding Companies
• Real Estate Companies
• Consultants
• Service Industry
• Professionals
• Estates and Trusts