Our Services

We specialize in small to medium-sized owner managed businesses in providing personal and corporate tax services for both Canada and the US, along with other related requirements.

Tax planning opportunities:

We will work with you to develop strategies to minimize taxes and help increase your bottom line by providing advice in areas such as:

  • Paying salaries vs. dividends for drawing funds out of corporation
  • Income splitting
  • Whether or not to incorporate
  • And offer assistance on incorporation

Personal tax returns for:

  • Unincorporated professionals
  • Self-employed/ sole proprietors
  • Partnerships

Corporate tax returns for:

  • Professional corporations
  • Small and mid-sized private companies

Other tax returns and services:

  • Trust/estate returns
  • Assistance with CRA and IRS reviews and audits
  • Bookkeeping

US personal and corporate tax planning & compliance:

  • US returns for individuals, S Corporations, Limited Liability Corporations, and C Corporations
  • Transfer pricing
  • Cross border planning for corporations and individuals

Business advisory:

  • Contract CFO services
  • Risk management
  • Business process improvements
  • Internal control evaluations
  • Accounting software advice