Tax Planning is More Than Just Number Crunching

 Clean, compliant year-end financial statements in accordance with professional standards, including working paper support and adjusting entries as required—so your reporting is accurate, meaningful, and professionally presented for lenders and stakeholders. 

Strategic tax planning and advisory services tailored to the unique needs of  small business owners, designed to optimize deductions, strengthen your overall tax position, and assist you in achieving your financial goals with confidence and better decision-making.

Corporate and personal tax support that goes beyond filing — optimizing deductions, navigating changing tax rules, and applying planning strategies that minimize tax, maximize cash flow, and keep you aligned with your financial goals.

Reliable payroll support, including pay period processing, CRA remittances, and year-end filings. We also assist with T4 and T5 preparation, support your employee vs. contractor decisions, and help owner-managed businesses plan salary versus dividends with confidence.

Accurate, consistent bookkeeping that keeps your records organized. Services includes reconciliations, clean-up work, quarterly check-ins, and online training, with flexible blended options available for additional support while staying within budget.

Professional business plans are integral to setting financial goals and forecasting. We’ll work with you to identify the performance targets, clarify the numbers and support financing conversations with banks, investors, or funding programs.