Our partners have extensive experience in a multitude of small and mid-sized businesses, including industries with unique requirements. Some of our clients include medical professionals, legal practices, real estate, construction & trades, investment & holding companies, retail, and other professionals.

BUSINESS TAX SERVICES

  • Corporate tax returns and related compliance
  • Partnership tax returns and related compliances
  • Tax planning for small and medium-sized businesses
  • Assistance with starting and structuring new businesses
  • Corporate reorganizations
  • Assistance with the purchase or sale of businesses
  • Succession planning

ACCOUNTING SERVICES

  • Notice to reader financial statements
  • Reviewed financial statements
  • Draft interim financial statements
  • Trust audits

PERSONAL TAX SERVICES

  • Preparation of personal tax returns including:
    • Sole proprietor slips
    • T1135 foreign reporting o Investments
    • Rental operations
    • Real estate disposition
  • ┬áPersonal tax planning
  • Non-resident real estate disposition

TRUST ESTATE SERVICES

  • Date of death returns
  • Estate T3 returns
  • Family trusts
  • Estate planning