Tax and estate

Returns, planning, and estate work

Individual tax returns

Personal return filing for Ontario residents, with each return prepared around the income, credits, and records you bring to us.

Corporate tax returns

Corporate return filing for Ontario companies, coordinated with the year-end figures and filing dates that apply to your business.

Tax planning and estates

Planning ahead for tax years and estate plans, so decisions are made before deadlines rather than after them.

Accounting and advisory

Compilations, bookkeeping, and CFO support

Notice to reader compilations present your financial statements without assurance, prepared from the records you provide.

Cloud-based accounting and bookkeeping keep transactions organized through the year, and fractional CFO and controller services bring executive-level financial management when you need it.

Fractional CFO and controller

Ongoing financial oversight for growing businesses, covering reporting, cash planning, and controls without a full-time hire.

Discuss your tax or oversight needs

Tell us which returns, planning, compilations, or CFO support you need, and we will confirm the next step.