Our Services

Accounting, tax & business services, built around you.

Whether you need year-round accounting support, strategic tax planning, or help securing business financing. We bring the expertise, you bring the ambition.

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CPA Quick Support New

On-demand access to a licensed CPA. 3 topics/month, unlimited questions, CRA letter review included.

$99 /mo
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Accounting Services

The foundation your business needs

From day-to-day accounting to year-end compliance, everything handled by a dedicated CPA team that knows your business inside out.

End-to-End Accounting

Complete accounting management: bookkeeping, payroll, financial reporting, and tax filing all handled under one roof.

  • Monthly bookkeeping & bank reconciliation
  • Payroll processing & T4/T5 preparation
  • HST filing & remittances
  • Financial statements & reporting
  • Year-end corporate tax filing
  • Dedicated CPA assigned to your account

Corporate Tax Filing

Accurate T2 corporate returns, HST filing, and year-end slips. Filed on time, every time.

  • T2 corporate income tax returns
  • HST returns & annual filing
  • T4, T5, and other information slips
  • GIFI financial statement preparation
  • CRA correspondence & deadline management

Tax Planning & Advisory

Proactive strategies to minimize your tax burden and keep more of what you earn, year-round.

  • Corporate & personal tax optimization
  • Income splitting & dividend strategies
  • RRSP, TFSA & retirement planning
  • Shareholder remuneration planning
  • Year-round proactive advisory

CRA Audit & Review Support

Expert audit defence, CRA representation, and compliance resolution, so you're never facing the CRA alone.

  • CRA audit representation & defence
  • Notice of objection filing
  • Voluntary disclosure applications
  • Penalty & interest relief requests
  • Compliance action plans

Compilation & Review Engagements

CPA-prepared financial statements for lenders, investors, or internal use.

  • Notice to Reader financial statements
  • Balance sheet, income statement & notes
  • ASPE-compliant presentation
  • Independent review with limited assurance
  • Suitable for banks, investors & stakeholders

End-to-End Accounting & Corporate Tax Filing have instant quotes

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Business Services

Launch, grow & protect your business

From incorporation to restructuring to securing financing. The professional support most accounting firms simply don't offer.

Incorporation

Federal or provincial incorporation with the right structure from day one: articles, bylaws, CRA registrations, and initial setup.

  • Articles of incorporation & corporate bylaws
  • Business number & HST registration
  • Payroll & import/export account setup
  • Initial minute book & organizational resolutions
  • Post-incorporation compliance checklist

Corporate Restructuring

Reorganize your corporate structure to reduce tax exposure, protect assets, and prepare for succession or transition.

  • Section 85 rollovers & asset transfers
  • Estate freezes & succession planning
  • Holding company structures
  • Share reorganizations
  • Tax-efficient ownership transitions

Business Financing Advisory

We handle the entire loan process: preparing financials, building your case, and negotiating with lenders on your behalf.

  • Financial statement preparation & compilation
  • Cash flow projections & pro formas
  • Loan application & supporting documentation
  • Lender matching & direct communication
  • Ongoing support through approval & beyond

Business Plans

Professional, investor-ready business plans for startups, funding applications, or strategic growth planning.

  • Executive summary & company overview
  • Market analysis & competitive landscape
  • 3-5 year financial projections
  • Revenue model & operational plan
  • Investor-ready formatting & presentation

Fractional CFO

Senior-level financial leadership for businesses that need strategic guidance without the cost of a full-time executive.

  • Financial strategy & KPI development
  • Cash flow management & optimization
  • Board & investor reporting
  • Fundraising & capital structure advisory
  • Operational efficiency analysis

Estate Planning

Protect what you've built. Tax-efficient succession planning, wealth transfer strategies, and business continuity guidance.

  • Succession & exit planning
  • Tax-efficient wealth transfer strategies
  • Insurance needs analysis
  • Will & trust coordination with legal counsel
  • Business continuity planning
Personal Services

Tax filing for individuals & families

Whether you're salaried, self-employed, or managing rental and investment income. Your personal taxes are handled with the same precision we bring to our business clients.

Personal Tax Filing

Comprehensive individual tax returns covering employment, self-employment, rental, and investment income.

  • T1 personal income tax returns
  • Self-employment income (T2125)
  • Rental income reporting
  • Capital gains & investment income
  • RRSP, donation & eligible deductions
  • Prior-year adjustments & amendments

Post Mortem Planning & Filing

Final tax returns, estate tax matters, and succession filings handled with care and precision during a difficult time.

  • Final T1 return for the deceased
  • Rights or things & optional returns
  • Estate trust returns (T3)
  • Clearance certificate applications
  • Coordination with estate lawyers & executors

Let's get your finances where they should be.

Whether you need an instant quote or a conversation about something more complex. We're here when you're ready.

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