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Years Experience (KPMG & Crowe Alumni)
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Corporate Clients Served
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Senior CPA Oversight
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Licensed CPA Practice

Tailored Professional Solutions

Delivering robust accounting, tax, and advisory solutions engineered for long-term financial clarity and compliance.

Accounting & Business Services

Full-service accounting and business support tailored to organizations of every size.

Compilation & Financial Statements
Bookkeeping & Digital Accounting
Payroll, GST/HST & Statutory Filings

Taxation

Integrated personal and corporate tax planning designed for long-term compliance and clarity.

Corporate & Personal Tax
Estate & Trust Tax
Reorganizations, SR&ED & Tax Planning

Consulting & Advisory

Strategic guidance for incorporation, expansion, M&A, succession, and business lifecycle.

Incorporation & Expansion Advice
Mergers & Acquisitions
Succession Planning & Valuations

International

International support for business establishment, due diligence, local tax, and compliance.

Business Establishment & Structures
Due Diligence & Management Consulting
Local Tax, Accounting & Compliance

Industries We Serve

Expansive sector knowledge and tailored financial leadership across 10 specialized Canadian industries.

Financial Services

Investment dealer financial reporting, regulatory reporting, IIROC capital compliance, and fund accounting.

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Manufacturing

Standard costing, WIP tracking, SR&ED tax incentives, and cross-border supply chain strategies.

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Real Estate Management & Construction

Joint venture structuring, land assembly tax rollovers, and real property GST/HST rebates.

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Wholesale & Retail

Import/export planning, multi-channel POS accounting, inventory control, and cash flow forecasting.

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Charity & Not-For-Profit

T3010 charitable returns, restricted fund accounting, independent financial reviews, and board governance.

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Condominiums

Specialized condominium corporation financial reporting, reserve fund analysis, and Form 115 filings.

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Professional Clientele

Medicine and professional corporations, TOSI planning, practice buy-ins, and tax minimization.

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Emerging Tech & Knowledge Based Enterprises

SR&ED refundable tax credits, ESOP stock option structures, SaaS metrics, and venture rounds.

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Investment Holding Companies

Passive investment income rules, safe income planning, inter-corporate dividends, and LCGE purification.

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Estates, Wills & Trusts

Estate freezes, family discretionary trust returns (T3), deemed disposition planning, and probate strategies.

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