Our Services

  • Corporate & Personal Tax
  • Full Cycle & Year End Accounting
  • Strategic Business Planning
  • Purchase & Sale of a Business
  • Business Succession Planning
  • Estate Planning

We provide full service tax preparation for all our clients personal and corporate tax filings. We are constantly keeping abreast of all the changing tax laws and legislation, to minimize our clients taxes each year and in the future by providing strategic tax planning for all of our clients.

We can provide all or some of your accounting services required as needed. We can do full cycle accounting, preparing monthly bookkeeping, GST, PST, payroll and/or full Year End Financial Statement preparation in accordance with professional standards.

It is our goal to help our clients achieve current and future success for their business by providing business strategies to maximize tax efficiencies, help with guidance for capital expenditures, future growth, maximize profits and have good cost controls. We help plan for the future of our clients business and how to create retirement strategies when it is time to sell your business to maximize retirement funding in the most tax efficient manner.
We feel this is the heart and soul of our business, and we want to ensure that all of our clients have the knowledge necessary to be successful now and in the future.

Our services include all analysis required for selling or purchasing a business, we can provide business valuations, cash flow analysis, share versus asset sale and tax analysis to help minimize taxes.

We can provide strategies to assist in retirement or sale of your business, whether to an arms length party, to family members or employees. We will work with and assist other professionals and provide tax planning advice to minimize taxes and ensure a smooth transition in the sale as well as the succession of your business.

We take a proactive approach to Estate Planning in order to minimize probate and estate taxes. Providing proactive estate planning helps to ensure an efficient transfer of assets to beneficiaries and reduce or eliminate taxes in the estate. We can provide all required tax filings and any estate trust returns if required.