Tax strategy and accounting, delivered by the principal.

Boutique service for real estate professionals, incorporated business owners, and high-net-worth families across the GTA. When you call, you reach the CPA who handles your file — not an account manager, not a junior. Twenty years of in-depth tax expertise, brought directly to the work that matters most to you.

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Principal-led service means you’re not handed off to juniors. When you call, you reach the CPA who handles your file — not an account manager, not a junior. Twenty years of in-depth tax expertise, brought directly to the work that matters most to you.

How i can help you

Services

Three areas where I deliver the most value. Each engagement is built around your specific situation — there are no packages, no fixed templates, no one-size answers.

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PREC setup, agent and broker tax strategy, and accounting for real estate investors. From your first incorporation through holding company structures and rental portfolio planning, I help you keep more of what you earn.

PREC incorporation — Tax planning for agents — Investment property accounting — Holding company structures

Corporate tax compliance, reorganizations, and year-round planning for small-to-mid business owners. T2 returns are the start — the real work is reducing your tax over time through the right structure.

Corporate tax returns — Estate freezes — Salary vs dividend planning — CRA representation

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Trust and estate compliance, T3 returns, post-mortem tax planning, and wealth transfer strategies for families with significant assets. The decisions you make now shape what your family keeps for generations.

Estate planning — T3 trust returns — Post-mortem planning — Family wealth strategies

Tax planning for founders, contractors, and consultants navigating incorporation decisions and growth. From initial setup through scaling, I help you structure your business for tax efficiency from the start.

Incorporation analysis — Contractor vs employee tax — GST/HST strategy — Startup deductions

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HOW WE’LL WORK TOGETHER.

Process

Engaging a CPA shouldn’t feel like a black box. Here’s exactly what happens from your first email to ongoing service.

DISCOVERY CALL

A free 30-minute conversation. You tell me your situation, your goals, and what’s keeping you up at night. I tell you honestly whether I can help and what it will cost. No sales pressure, no obligation.

2. ENGAGEMENT & ONBOARDING

If we’re a fit, you receive a clear engagement letter with scope and fixed pricing. I gather your prior-year returns, financial statements, and CRA authorizations — and translate the mess into a clear baseline.

3. STRATEGY & EXECUTION

I deliver the work: returns filed, structures implemented, planning documented. Throughout the year, I flag issues before they become problems and bring opportunities to you proactively.

4. ONGOING RELATIONSHIP

Your file doesn’t go into a drawer between tax seasons. I’m available year-round for the decisions that matter — buying property, restructuring, hiring, exit planning. The relationship is the deliverable.

Ready to talk to your CPA directly?

Personal, Professional and Honest
“Robert’s service is hands on, personal, professional and honest. We interviewed MANY other options. However; we operate with an ethos of personal service first and the big accounting firms made us feel like a file not a client. Robert came referred to us by another Chartered Accountant. We are grateful for that referral as Robert has proven to be an outstanding personal service provider. He responds to our questions quickly and he is very knowledgeable. We highly Recommend Robert!”
Eric Mattei
Dario & Eric Mattei
Awesome
“Robert is awesome! He helped us and is an honest CPA.”
Ann L
ALMC Home Investments Inc.

LET’S TALK.

Contact

Whether you’re starting a new business, planning a major life event, or just tired of CRA letters going unanswered — I’d like to hear from you.

I respond personally within 24 business hours. Initial consultations are always free, and I’ll tell you within ten minutes whether I’m the right CPA for your situation

Occhiuto CPA Professional Corporation
14 Moderna Drive, Woodbridge, Ontario L4H 0M9
(647) 847-5173 · robert@occhiutocpa.ca