Clear, accurate, and compliant financial reporting for your business.
• Compilation (Notice to Reader)
• Year‑end financial statements
• Adjusting entries and year‑end preparation
• Explanations to help you understand your numbers
Complete support to ensure your corporation remains compliant and tax‑efficient.
• Corporate income tax returns (T2)
• Tax planning and optimization
• Year‑end tax adjustments
• Guidance on deductions, credits, and compliance
• Support during tax reviews or inquiries
Professional preparation and optimization of your personal tax filings.
• Personal income tax returns (T1)
• Tax planning for business owners and incorporated professionals
• Optimization of deductions and credits
• Support for tax notices or follow‑ups
• Guidance for complex situations (investments, rental income, self‑employment, etc.)
Strategic tax guidance tailored to your personal and business needs.
• Tax planning for individuals and corporations
• Optimization strategies for long‑term savings
• Support for complex tax scenarios
• Guidance on structuring, investments, and compensation
• Answers to tax questions throughout the year
Fast, reliable help when something goes wrong or becomes urgent.
• Error correction
• Rapid catch‑up
• Stabilization of your books
• Assistance during critical situations
Independent verification to ensure accuracy, compliance, and clarity.
• Compliance verification
• Adjustments and corrections
• Personalized recommendations
Reliable payroll support to keep your operations running smoothly.
• Payroll processing and calculations
• Source deductions and government remittances
• Employee pay summaries and records
• Year‑end slips (T4, RL‑1)
• Compliance with federal and provincial requirements
Guidance to help you plan and navigate major transitions with clarity and confidence.
• Reviewing the business or assets
• Preparing financial information for the estate
• Supporting a fair and transparent transition
• Ensuring compliance with required filings
I focus on clarity, respect, and professionalism so families can move forward with confidence.
Support to help new businesses start strong, stay compliant, and avoid costly mistakes.
• Business structure selection (incorporation vs. self‑employment)
• Registration and regulatory requirements
• Initial tax and accounting setup
• Guidance on payroll, sales taxes, and government filings
• Best practices to build a solid financial foundation
Forward‑looking financial insights to help you plan, grow, and make confident decisions.
• Revenue and expense projections
• Cash‑flow forecasting
• Scenario analysis and budgeting
• Financial modeling for growth and investments
• Support for financing, planning, and strategic decision‑making