Personal Tax

Why stress through tax season? Leave us to worry about the numbers and concentrate on maximizing your situation.

We specialize in self employed, rental properties, foreign income and maximizing those child credits.

Personal Tax Return Checklist


We can help you through the many services we offer, including filing your corporate tax return, GST/HST returns, balancing your bookkeeping and completing year end financial statements.

Additionally, we provide CFO level expertise on a part-time basis to save your firm from hiring a full time Chief Financial Officer. We offer Consulting, Audit Assistance, Financial Planning, Forecasting and Projections, Cash Flow and Budgeting services to all businesses.

Please see our Services List for a complete list of how we can help your company grow.

Part Time CFO

Too small for a full accounting department, but too big to take the workload on yourself?  Then you need our back office accounting needs.  We’ll send a bookkeeper to your office; we’ll handle your payroll, cut your cheques and review your information weekly, monthly, quarterly – whatever you need.  If you need financials and budgets for bank financing, we can walk you through the process and help you work towards that goal.  We can organize and attend Board meetings where your important financial and business performance will be conveyed to the people that matter most – your staff.


Our focus on estate planning ensures your Terminal, Trust and Estate Tax Returns are in good hands.

Estate and Terminal Checklist

(416) 690-1597
943 Kingston Rd, Toronto, ON M4E 1S8
105 Consumers Drive, Whitby, ON L1N 1C4