Deceased Individuals, Estate and Trust Returns

Benefit to You:

Team of experts aware of the current tax and estate laws

Estate and Succession Planning 

Benefit to You:

Peace of Mind –a team is standing with you aware of current legislation

Family Owned & Operated Businesses Advisory

Benefit to You:

Our trained accounting staff can provide the back office bookkeeping allowing your staff to work in your business and produce better results.   

Non - Residents of Canada - Preparation & Advisory 

Benefit to You:

For Canadian citizens living abroad, we are experienced in filing Non-resident tax returns to ensure your compliance with Canada Revenue Agency (CRA).  

Personal Financial Planning 

Benefit to You:

Qualified staff who will listen to your goals and dreams. Your goals, and  wishes, are combined with your personal data put a plan together to reflect 

Provincial (Quebec) and Federal Personal Tax Returns

Benefit to You:

There are complicating factors which come into play when a personal income tax return includes income or losses from rental properties, investments, or unincorporated business. These decisions require experience and expertise, by qualified preparers. 

Avoid the risk of being audited by CRA. This is especially likely if you have some kind of income other than those on a T4, T3, or T5. It is also dramatically more likely if you prepare returns yourself as one math or field error can bring the unwanted attention of CRA. We work to give you greater peace of mind that your government filing is done right.

Tax Compliance and Filing

Benefit to You:

There are complicating factors which come into play when a personal income tax return includes income or losses from rental properties, investments, or unincorporated business. These decisions require experience and expertise, by qualified preparers. 

Avoid the risk of being audited by CRA. This is especially likely if you have some kind of income other than those on a T4, T3, or T5. It is also dramatically more likely if you prepare returns yourself as one math or field error can bring the unwanted attention of CRA. We work to give you greater peace of mind that your government filing is done right.

US Tax - Personal Preparation & Advisory

Benefit to You:

Not only will you have accurate and reliable tax returns, but you will receive tips on how to minimize taxes in the future, and how to respond to the IRS should they contact you.

Wealth Management

Benefit to You:

Peace of Mind – a team is standing with you