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Accounting and Tax Services

Our firm offers a wide range of services to our individual, business and other clients. We offer personalized service and pride ourselves on our attention to detail.  We have listed our primary services that we offer, together with a brief description.

As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Tax Services

Canadian and US Individual Tax Preparation

Call us to discuss your tax preparation needs.

Canadian Tax Returns:

There are many new changes coming from previous budgets. We stay up-to-date and ensure we utilize any tax credits available.  Each year Canada Revenue Agency will focus on certain areas such as medicals, donations or moving expenses.  We can assist with these and also the disability tax credit and other opportunities.

We also prepare U.S. returns for US citizens and green card holders as well as non-resident returns for rentals, pensions or investments.  We use sophistocated software and efile both Federal and State returns.  New to Canadian tax?  We can assist.  We maintain a high level of professional development to stay current for income tax rule changes in both Canada and with the IRS.  

We prepare our Canadian and US personal tax returns accurately and efficiently keeping up-to-date with current and upcoming tax changes.  We ensure compliance requirements are met for both Canada and the US.  Our tax preparers and partners have years of experience working with investments, proprietors, rental statements, estates and all complex areas of tax. Our attention to detail sets us apart! 

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Corporate and personal tax planning and preparation

We offer tax services for corporations, not-for-profit organizations, trusts, individuals and estates.  We continually up-date our professional development as well as research or work with tax specialists, as the need arises.  We are detailed oriented and are continually assessing whether there are tax strategies to minimize taxes and to ensure risks are maintainted at an acceptable level.

CANADIAN AND U.S. TAX PREPARATION:  We prepare investment, estate and individual tax returns along with basic tax returns.

CORPORATE TAX:  We prepare SRED, group returns and other complex corporate tax returns.work with a variety of organizations and prepare SRED returns, group returns, a variety of elections as well as ensuring the required forms are submitted. Tax planning is available as well as assistance with wind-down, amalgamations or purchase of businesses.

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Trusts and Estates

Our partners and staff have extensive knowledge in deceased returns, trust returns and are continuing to expand and stay current in this area.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Non-Resident Tax Services

A record number of Canadian businesses and individuals have cross-border interests. We work with specialists in this area, as the need arises.

We complete US Individual Returns and Foreign reporting for individuals.  This includes Federal (1040 and 1040NR), State returns, FBARs and other applicable forms as applicable for filing US returns.  We also ensure your Canadian Foreign Reporting requirements are met.

Real property rentals:  we can assist in the variety of forms for non-residents owning and renting properties in Canada.  We also work with lawyers and non-residents to prepare compliance certificates for the sale of real property.

We can also assist you with your German pension as well as other countries to ensure the foreign taxes are taken into consideration to avoid double taxation where a tax treaty permits.

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Accounting Services

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. 

We provide financial reporting on all three levels of assurance:

  • Audit - an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

AUDITS:  We provide financial statement or other special reporting audits prepared under Canadian Auditing Standards for not-for-profit, government or profit organizations.  We continually update our professional development and ensure we add value to the audit.  Audits may be required for banking, grant funding, reporting to government or other needs by clients. 

REVIEW ENGAGEMENTS:  Very often banks or other users of financial statements require review engagements which offer a low level of assurance.  Often this level is sufficient for grants or other funding needs for not-for-profits which is more economical than a full audit.

COMPILATION:  We pride ourselves on completing compilations at a higher level than required.  Notice to Reader financial statements or other reports are used for internal use or preparation of corporate tax returns.

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Bookkeeping and software training

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping or can assist on a quarterly or annual basis, depending on the volume.

We would be happy to assist you in setting up your new or existing business with systems so they become efficient and effective.  This includes payroll, sales taxes such as GST and/or PST.

We would be pleased to assist you with bookkeeping software selection and will get up and running in QBO, Quickbooks Desktop or Sage 50 (Simply Accounting).  We offer one-on-one training based on your needs.

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Consulting Services

Business consulting and analysis

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

The following are just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Business valuations
  • Buying/selling a business
  • Business process improvement
  • Cash flow statements and analysis
  • Estate planning
  • Financial forecasts
  • Financial & retirement planning

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Other Services

Tax Planning and other services

Over the years we have gained knowledge in a variety of tax areas, small business compliance, appeals, voluntary disclosures to name just a few.  We work with other professionals including brokers, lawyers and specialists.  

We will work on tax planning, retirement and estate planning and trusts.

If we cannot assist you we would be pleased to provide references to other professionals for your varied needs.

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Chartered Professional Accountants