We do more for clients than just provide quality business and accountancy services such as tax planning or assisting with the purchase or sale of a business. The foundation of our service philosophy is to be available and have the knowledge to provide you with the advice you need to make decisions and to support the day to day operation of your business and financial affairs. This includes:

Getting the answers
Life in the global marketplace is becoming increasingly complex. One of the challenges of having more information available, is that it can take longer to locate the answers you need when you need them. We are experts at sorting through the information maze of taxation, business and estate planning and presenting what we find to you in a way that is easy to understand. We will give you the information and advice that you require to make business decisions.

Tax planning
Taxation is a constantly changing world of rules and risks. Our tax professionals will provide you with invaluable advice to minimize your taxes, build your wealth and help ensure your tax situation is in order. Right from the get go, we make sure clients have a clear understanding of their tax obligations and opportunities.

The preparation and filing of annual personal and corporate tax returns is required by statute (Income Tax Act). We have assisted businesses, commissioned, self employed, high net worth individuals and professionals in filing their returns on a timely and accurate basis and with a view to accessing all entitled deductions and credits. At the same time, we identify and provide valuable tax planning advice and planning opportunities. This extends to our ability to provide advice on Canadian/U.S. cross border tax planning issues and in filing the required U.S. income tax returns.

Managing risk
There are always financial risks in life, and these risks are constantly changing. We pride ourselves in keeping up-to-date with the current market and economic conditions. This knowledge will aid us in helping you understand what the risks are in today’s economy and how you can use that to your advantage. Risk is an inherent part of life. Our goal is to help you manage your financial risk to a level you are comfortable with.