Six services
under one roof.
Recognized for our reliability, tailored services, and a sincere personal touch, our accounting minds can tackle those critical tasks that are often stress-inducers for others. Our caring team can handle your accounting and bookkeeping needs.
Bookkeeping
We can keep your records up to date with our year-round bookkeeping and accounting service that includes accounts payable and receivable, bank reconciliations, payroll, financial statements, reports, and more, depending on your needs. You simply provide the documents, and we take care of the rest.
- § Accounts payable + receivable
- § Bank reconciliations
- § Payroll + source deductions
- § Financial statements
- § Custom reporting
Personal Tax Services
We can prepare your personal, estate, corporate, or trust tax returns and provide tax management strategies and advice. From T1s to T4s to T5018s and GST to HST to EHT, we know what you need to file, collect, and remit, and how to do it properly. If you are facing an audit, we can help you prepare, and with our tax preparation and management services, we can help you avoid one.
- § T1, T4, T5018
- § GST, HST, EHT
- § Tax management strategies
- § Audit preparation + support
Business + Corporation Taxes
If you own a business or are thinking of starting one, our team can help. We can assist with business start-up, expansion, and succession planning, and can help you properly register with the required government agencies to get your business started on the right track. Whether you are just starting out or ready to hand over the reins, we can help make it all work.
- § Business start-up + registration
- § Expansion planning
- § Succession + transition
- § Bookkeeping + payroll + invoicing
- § T4s, GST/HST, business + corporate returns
Accounting Consultations
We are a full-service accounting firm that provides services tailored to each individual client's circumstances. This often involves consulting with and educating clients so they can make informed decisions that they truly understand while relieving them of the hassle and stress that often accompanies thoughts of taxation, audits, and bookkeeping.
- § One-time question consults
- § Quarterly planning meetings
- § CRA correspondence support
- § Wealth management direction
Estate + Executor Consultations
We recognize that for most individuals, one of the most stress-inducing tax situations surrounds estate planning and being selected as an executor of an estate. We can help. We consult with clients regarding estate planning and help executors through the taxation filings and processes of handling an estate. If someone in your life has died without a Will, we can help with the intestate situation as well.
- § Estate planning consultations
- § Executor support + filings
- § Trust returns
- § Intestate situations
Xero Cloud Accounting
Xero is a fast, simple, and powerful cloud-based accounting software that has been globally recognized as a leader in its field. With over 3 million subscribers across 180 countries, Xero is loved for its innovation and easy-to-understand functions. Use Xero to work with your accountant or bookkeeper in real time, even on opposite sides of the world.
- § Collaborative cloud books
- § Secure, multi-layer protection
- § Streamlined layout, easy compliance
- § Setup, training, and ongoing support