01
§ 01
Personal Tax
Returns, planning and thoughtful reassurance.
- →T1 personal income tax returns
- →Self-employed and rental income
- →Capital gains and investment income
- →CRA review and audit support
- →Tax planning for families and professionals
§ Practice
What we do, and how.
A small, deliberate practice. Every file handled directly. No outsourcing, no surprises, no juniors learning on your return.
- Practitioners
- One designated CPA
- Engagement
- Fixed, written fees
- Response
- Within 1 business day
- Territory
- Canada
02
§ 02
Corporate & Small Business
From incorporation to year-end, without surprises.
- →T2 corporate tax returns
- →Year-end engagements
- →Owner-manager remuneration planning
- →Incorporation and restructuring advice
- →GST/HST and payroll filings
03
§ 03
Assurance & Compilation
Reports lenders and stakeholders actually trust.
- →Review engagements
- →Compilation (Notice to Reader) engagements
- →Financial statement preparation
- →Lender and stakeholder reporting
04
§ 04
Bookkeeping & Advisory
Steady books today, clearer decisions tomorrow.
- →Monthly and quarterly bookkeeping
- →Cash flow forecasting
- →Budgeting and KPI dashboards
- →Cloud accounting setup (QBO, Xero)
- →Strategic financial advisory