Forensic Accounting
Work on disputes, investigations, and files that need the numbers explained to counsel or a court. That can include quantifying loss, tracing transactions, and preparing material that holds up under scrutiny. Litigation support and expert-witness work are included when the engagement calls for them.
Audit and Accounting
Year-end financial statements, audit or review where needed, corporate tax, and the ordinary work of keeping a private company in good order.
Family Business Office
Accounting, tax, and valuation for families that own an operating company, including succession and reorganizations.
Succession and tax planningHigh Net-Worth Individuals
Personal tax and related planning when affairs go beyond a simple return, often alongside a private company or a family business.
Owner Managed Businesses
Year-end, tax, and practical advice for incorporated companies. This is the core of the practice.
Ontario accountantSR&ED and Government Incentives
Help identifying and documenting Scientific Research and Experimental Development claims and related government incentive programs. The work sits alongside ordinary year-end and tax for private companies that do technical development, so the claim is tied to the accounts rather than treated as a standalone exercise.
Succession and Tax Planning
Planning for a sale, an estate freeze, or a transfer to the next generation. The focus is tax-aware structure and a supportable view of value when a CBV opinion or calculation is needed—not brokering the business itself. Family companies and owner-managers are the usual files.
Selling a businessBusiness Valuation
Independent business and securities valuation for purchase and sale, shareholder issues, reorganizations, family law, insurance, and estates.
Business valuationBuying a Business
Financial due diligence, share versus asset analysis, and deal structure for buyers acquiring a company in Ontario.
Buying a businessSelling a Business
Cleaner financials, a supportable view of value, and an early look at tax and structure. This practice does not broker businesses.
Selling a business