We work closely with our clients to understand and assist with all areas of personal and corporate financial requirements. The following is a brief description of what we do.
TAX RETURNS:  Even if you can handle your own tax returns, an experienced professional that has extensive experience will exploit all possible deductions, which often means greater savings to you in the long run. We provide a full range of tax return filing services to a wide variety of personal and business clients. We use the latest technology together with detailed methods to assist in helping business and personal clients file all types of business and personal returns.   [Services: Tax Returns]

FINANCIAL PLANNING is the process of gathering, understanding and managing your resources in order to use them more effectively for your own future. The essence of planning for retirement is to ensure that you have adequate income to maintain the lifestyle you want, where you want and for as long as you want it.   [Services: Financial Planning]

We assist individuals to plan and achieve a worry free and secure retirement. In addition, Estate and Trust Tax Preparation and planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

PERSONAL AND BUSINESS CONSULTING:  our services include sound advice on all areas of financial planning. If you are thinking of purchasing a new business, our knowledgeable team will work closely together with you. Existing business owners can profitably and efficiently grow their business.   [Services: Consulting]

Consult us for advice on:

  • Purchase and Sale of business
  • Growing your business profitably and efficiently
  • Developing new or updating existing Business Plans
  • Financing requirements/cash flow/budgeting
  • Tax planning
  • Debt and Bad Debt Management

ACCOUNTING AND PAYROLL:  our services include all types of accounting services for Personal and General Business as well as Not-For-Profit and Charitable sectors. We also provide tax planning and compliance services. In addition, our complete Payroll services cover regular payroll, remittances and year end processing of T4s , T4As and T5018 for construction companies.   [Services: Accounting & Payroll]