§ Practice

What we do, and how.

A small, deliberate practice. Every file handled directly. No outsourcing, no surprises, no juniors learning on your return.

Practitioners
One designated CPA
Engagement
Fixed, written fees
Response
Within 1 business day
Territory
Canada
01
§ 01

Accounting

Assurance and reporting engagements plus the day to day books.

  • Audit engagements
  • Review engagements
  • Compilation (Notice to Reader)
  • Forecasted financial statements
  • General bookkeeping (monthly, quarterly, yearly)
  • Payroll services
  • Accounting system setup and training
02
§ 02

Taxation

Planning, compliance and representation for individuals and corporations.

  • Tax planning for individuals and corporations
  • Preparation of individual and corporate tax returns
  • Tax effective business structuring for owner managed companies
  • Represent clients with tax authorities
  • PST, GST/HST, EHT and WSIB returns
  • T4, T5 and other government tax slips
  • Advance tax ruling requests
  • Voluntary disclosures
03
§ 03

Consulting

Guidance for decisions that shape the business and the family behind it.

  • Analysis of investment decisions
  • Business start up
  • Buying and selling businesses
  • Financial and retirement planning

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