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Our Services

Business

 

  1. Bookkeeping

  2. Monthly, quarterly, annual financial reporting

  3. Sales tax, payroll and income tax reporting

  4. Part-time controller/CFO service

  5. Tax planning 

  6. Tax audit appeals  

  7. Corporate reorganizations tax planning

  8. Partnership and trust compliance and planning 

  9. Research and Development tax credits

  10. Financial and tax due diligence in M&A

  11. Cost accounting, financial analysis 

  12. Financial and cash flow budgeting 

  13. Inventory management

  14. Accounting and internal control setup

  15. Business plan

  16. Business transaction consulting

  17. Quebec Daycare financial and management consulting

  18. US tax services 

Business
Individuals

Individuals / Immigrants


1. Personal tax return 
2. Assistance with tax audit and appeals
3. Family financial and tax consultant

4. Pre-landing family tax structure planning
5. Global asset allocation planning
6. Family tax structure planning
7. Tax planning for Foreign affiliate
8. Planning for specified foreign property reporting
9. Canadian and offshore trust planning
10. CRS reporting CRS
11. US tax services

Non-residents

Individuals/ Non-Canadian tax residents

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  1. Canadian rental income tax compliance

  2. Disposition of taxable Canadian property

  3. Canadian tax compliance and planning for non-residents

  4. Canadian tax non-resident status planning

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