Services
Client-focused services from your trusted advisor
Our Services
We present our six professional service categories below.
Accounting & Related Services
We actively support your organization by providing setup, bookkeeping, accounting and compilation services, in addition to preparing the annual tax returns.
Assurance Services
Through our assurance services, we help improve the quality and context of your organization’s financial information which is used by decision-makers. This work consists of audits, reviews and special assurance.
Business Advisory
With targeted business advisory consulting, we can help your organization improve its operations, internal controls and finances, and move to the next level.
Tax – Estate & Succession Planning
We have strategies that will minimize your estate tax liability. With proper estate planning, you will have the peace of mind knowing that your wishes will be carried out and that you have maximized your legacy for your love ones. Business succession planning is another area where we can make a dramatic impact.
Tax – Preparation &
Planning
Our tax specialists understand the latest tax legislation and offer a full range of tax services to help you properly strategize, plan and prepare your upcoming tax filings. We can also help you with tax audits and filing special elections. Applies to individuals, corporations and trusts.
Tax – U.S. Cross-Border & International
We have the expertise to handle all your cross-border Canadian and U.S. tax filings. We can also assist you in developing an integrated strategy to ensure compliance with Canadian, U.S. and other international tax laws that may apply to your personal and business situations.