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 and investment income.

Personal Tax Return Checklist


We can help you through the many services we offer including ensuring your corporation is fully compliant with current legislation.  Need more personal time?  Why don’t you let us complete the bookkeeping as well. 

TOSI?  Tax on Split Income is a hot topic this year.  Let our experts guide you through the new legislation ensuring you are both compliant and keeping your investment dollars at work without risking double taxation.

Business Incorporation Checklist

Financial Planning

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