Professional Services

Accounting Services

  • Audit engagements
  • Review engagements
  • Notice to Reader Engagements
  • Pro-forma/ Projections

Bookkeeping Services

  • Bookkeeping services in either QuickBooks or Sage 50 software
  • Payroll services
  • Government compliance – HST, WSIB, EHT, payroll remittances, information returns (T4, T4A, T5, T5018)
  • Interim reporting

Personal Tax

  • Personal tax return preparation
  • Tax planning to minimize tax liability
  • Income tax disputes

Corporate Tax

  • Corporate tax return preparation
  • Tax planning
  • Reorganizations
  • Income splitting strategies
  • T5018 – Payments to Subcontractors
  • T4, T5, T3 tax filings


  • Terminal returns for deceased
  • T3 trust returns
  • Executorship services
  • Trustee services
  • Assistance with probate applications and strategies to avoid probate
  • Succession planning
  • Wills
  • Family trusts

Management and Advisory Services

  • General business advice
  • Shareholder agreements
  • Profit sharing agreements
  • Partnership agreements
  • Franchise agreements
  • Office administrative support

Buying or Selling a Business

  • Preparing your business for sale to maximize after tax proceeds
  • Due diligence for potential acquisitions
  • Preparing Letters of Intent
  • Negotiating terms of purchase and sale
  • Reviewing Agreements of Purchase and Sale