Audit, review, and compilation
Year-end financial statements at the level your lenders, investors, or shareholders need: a compilation, a review engagement, or a full audit. Corporate tax and the ordinary work of keeping a private company in good order come with it.
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Registered charities and NPOs
For charities and NPOs based in Ontario: audits, reviews, compilations, T3010 and NPO returns, and board support.
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Individuals and their family groups
For the personal wealth of individuals and their families: personal, holding company, and trust returns, the T1135 for foreign property, investment income, and the slips that connect them, coordinated across the family group.
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For incorporated, owner-run companies
Year-end, corporate tax, and practical advice for incorporated companies run by their owners: salary or dividends, the small business deduction, paying family members, and planning ahead for a sale or succession.
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Coordinated for the whole family
For the operating business and the family around it: estate freezes, passing the business to the next generation, paying family members, shareholder agreements, and the year-end of related companies handled together.
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Disputes, valuation, and transactions
Forensic accounting and independent business valuation for disputes, family law, estate freezes, succession, and buying or selling a company.
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Loss quantification
Measuring lost profits and other financial loss, and preparing expert reports for counsel, insurers, and the court.
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Research and development credits
Identifying potential SR&ED and government incentive opportunities, working with the SR&ED specialists who prepare the claim, and handling the accounting and tax side.
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