Expert CPA & Tax Advisory Services for Incorporated Business Owners

We provide personalized CPA and tax services that drive growth, maximize profits, and reduce taxes, while offering tailored, proactive strategies for incorporated business owners and high-net-worth families.

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Drive Growth

We focus on fostering sustainable growth for incorporated businesses and entrepreneurs, providing strategies that help your business expand and thrive for the long term.

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Maximize Profits

We guide clients in making decisions that maximize profitability, optimize corporate structures, and ensure lasting financial success through strategic tax planning and corporate reorganizations.

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Reduce Taxes

We help incorporated business owners and entrepreneurs reduce their tax burden through effective corporate tax planning, ensuring stability and preparing for a prosperous future.

Professional accountant consulting

Empowering Incorporated Business Owners for Lasting Success

We are committed to empowering incorporated business owners and entrepreneurs by providing comprehensive, hands-on accounting and tax guidance with over 20 years of specialized experience.

With CPA Canada In-Depth Tax certification and progressive experience from BDO Canada LLP, we navigate financial complexities with clear, actionable insights tailored specifically for your industry.

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Accounting and Tax Advisory Services

Tax strategy and planning

Tax Strategy & Reorganizations

Moving beyond routine filings to proactive wealth preservation with complex corporate restructuring and tax optimization.

  • Section 85 rollovers
  • Estate freezes
  • Multi-entity tax planning
  • Capital gains optimization
Bookkeeping services

Compliance & Trust Services

Precision-driven compliance for corporations, individuals, and trusts ensuring accuracy and optimization under current tax laws.

  • Corporate tax returns (T2)
  • Personal tax returns (T1)
  • Trust returns (T3)
  • CRA representation
CFO advisory

Financial Reporting & Bookkeeping

Expert preparation of financial statements and organized bookkeeping services to ensure your financial data is bank-ready.

  • Compilation engagements (NTR)
  • QuickBooks setup and training
  • Monthly bookkeeping services
  • Year-end preparation
Business consulting

Business Advisory

Strategic consulting for incorporated business owners to optimize operations, improve financial processes, and maximize tax efficiency.

  • Corporate structure optimization
  • Income splitting strategies
  • Dividend and salary planning
  • Ongoing strategic support
Tax planning

Tax Planning & Advisory

We develop strategic tax plans that reduce liabilities and align with your financial goals, ensuring long-term success.

  • Proactive tax strategies
  • Multi-year planning
  • Investment income optimization
  • Retirement and succession planning
Start-up services

CRA Representation

Expert representation for audits, reassessments, and voluntary disclosures with over 20 years of CRA negotiation experience.

  • Audit defense and support
  • Reassessment objections
  • Voluntary Disclosure Program
  • Taxpayer relief applications

Every business, no matter how big or small, needs expert CPA services

We tailor our approach to meet each client's unique needs, offering hands-on, proactive support with principal-led service on every engagement.

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Tax Strategy 95%
Compliance Accuracy 98%
Client Satisfaction 100%
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CPA, CA

Chartered Professional Accountant

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In-Depth Tax

CPA Canada Advanced Tax Certification

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20+ Years

Licensed Since 2004

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QuickBooks

ProAdvisor

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GTA Practice

Serving Greater Toronto Area

Schedule a Consultation

Get in touch to discuss your tax planning, corporate restructuring, and compliance needs with over 20 years of specialized expertise.