Services
Services
We provide personalized accounting, tax and business advisory services to businesses and individuals.
It is a journey starting with knowing our clients and their business, providing solutions to meet their specific needs, and growing with our clients as their businesses evolve. We appreciate our clients’ trust on us with the most sensitive financial matters and strive to provide the best solutions to our clients that translate complexities into value with integrity and professionalism at all times.
We provide personalized accounting, tax and business advisory services to businesses and individuals.
It is a journey starting with knowing our clients and their business, providing solutions to meet their specific needs, and growing with our clients as their businesses evolve. We appreciate our clients’ trust on us with the most sensitive financial matters and strive to provide the best solutions to our clients that translate complexities into value with integrity and professionalism at all time.
We provide personalized accounting, tax and business advisory services to businesses and individuals.
It is a journey starting with knowing our clients and their business, providing solutions to meet their specific needs, and growing with our clients as their businesses evolve. We appreciate our clients’ trust on us with the most sensitive financial matters and strive to provide the best solutions to our clients that translate complexities into value with integrity and professionalism at all time.
Accounting
We provided customized accounting services to assist our clients at every stage of growth.
- Financial statements preparation
- Bookkeeping and payroll processing services
- Outsourced controller functions and management reporting
- Accounting system setup and ongoing staff training
- Audit support and special projects
Tax
We offer expertise in tax compliance and planning for privately held businesses and high net-worth
individuals.
- Canadian income tax return preparation for individuals, trusts, corporations, partnerships, and
non-profit organizations and charities - US personal income tax return preparation
- Non-resident tax and withholding filings
- GST/HST, PST, payroll, and various tax slips preparation and filings
- Tax planning and estate planning
- Corporate structuring and reorganizations
- Representing clients before tax authorities
Tax
We offer expertise in tax compliance and planning for privately held businesses and high net-worth
individuals.
- Canadian income tax return preparation for individuals, trusts, corporations, partnerships, and
non-profit organizations and charities - US personal income tax return preparation
- Non-resident tax and withholding filings
- GST/HST, PST, payroll, and various tax slips preparation and filings
- Tax planning and estate planning
- Corporate structuring and reorganizations
- Representing clients before tax authorities
Business Advisory
We leverage our extensive experience in private businesses to help our clients navigate through the complexities of business transactions and effectively manage business growth.
- Business buy/sell transactions
- Merger and acquisition due diligence
- Post transaction transition onboarding
- Business growth and risk management strategies
- Business transition and succession planning
- Financial analysis and modeling
- General business advisory
