Client Services

Our firm offers a wide range of services to our individual and business clients. We have listed the services that we offer to our clients. As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.

Accounting Services

  • Financial statement compiliations
  • Financial statement reviews
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Payroll
  • Accounting system setup for new businesses
  • Real Estate Trust Audits


Tax Services

  • Tax planning for individuals and corporations
  • Tax return preparation for individuals and corporations
  • Estates and trusts
  • Not-for-profit returns
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning
  • Assistance with CRA inquiries, audits, and reassessments


Consulting Services

  • Accounting software selection and implementation
  • Business valuations
  • Buying/selling a business
  • Business process improvement
  • Financial & retirement planning


Other Services

  • Mergers & acquistions
  • Business start-up or expansion
  • Litigation support
  • Cash flow forecasting