We make an extra effort to understand your unique tax and financial situation. We make it a priority to build trust with our clients to help them reach their financial goals. We offer a wide range of services including CFO level tasks requiring financial planning, assistance in dealing with banks, insurance advice, and managing receivables and payables. We also offer bookkeeping services which includes recording transactions with the objective of preparing various tax returns (e.g corporate tax returns, GST/HST returns, WSIB, or source reduction returns for filing with various government organizations).

We also specialize in helping people with health issues and special needs to receive benefits and disability tax refunds from various Government sources including Canada Revenue Agency (CRA) and Canada Pension Plan (CPP). More than 60% of people who qualify for these benefits do not receive them for various reasons including lack of knowledge, lack of guidance from their accountant or financial advisor, and more.

Medical clinics, consultants, restaurants, real estate investors, manufacturers, importers/exporters, mortgage brokers, law firms, franchises, startups, law firms, and self-employed individuals.

Yes, we want to ensure our services fit what you need, and we can do this through our free initial consultation.

We store our client’s information for at least 10 years when the documents are not returned to the client. When the documents are returned to the client, we advise our clients to keep them for at least 7 years after (re)assessment. We also guarantee privacy and confidentiality while working with you on your personal and/or business needs.