Digital Document Management

Managing finances and maintaining accurate records can be a daunting task for individuals and businesses alike. That's why we offer a range of comprehensive digital accounting services tailored to your specific needs, allowing you to focus on what you do best – running your business or enjoying your life.

• Managing your cloud accounting software 

• 24/7 access to accounting documents  

• Reconciliation of your Bank Accounts and Credit Cards 

• Revenue and Expenses Tracking

• Automation of Accounting Tasks 

Financial Planning and Investment Advice: 
Offer comprehensive financial planning and investment advisory services, with a tailored approach to help clients grow and protect their wealth

Retirement Planning and Estate Planning: 
Advising clients on how to secure a comfortable retirement including retirement account management and income planning. Safeguard clients' legacies through wills, trusts, and estate administration.

Financial Advisory Services

Startup Services:
Services for new businesses, focusing on entity formation, tax planning, and financial strategy to ensure a strong start.

Business Consulting:
Our strategic consulting expertise can help businesses grow and overcome challenges. With a strong focus on streamlining operations, strengthening internal controls and bringing a method to madness, we excel in providing tailor-made solutions to unique challenges businesses might face.

Merger and Acquisition Services:
With a focus on due diligence, valuation, and negotiation we help clients buy or sell businesses.

Succession Planning:
We guide family-owned businesses through succession planning, ensuring a smooth transition to the next generation.

Business Services

Individual Tax Preparation: 
T1, 1040 preparation alongside handling complex situations and interactions with the CRA/IRS. We specialize in tax preparation for expats who must file both US and Canada taxes

Business Tax Preparation: 
Expertise in Federal and State tax returns apart from sales tax and GST filing. We work closely with client to optimize the corporate tax return.

Tax Planning and Tax Compliance:
With our proactive tax planning services, we help clients to minimize tax liabilities and maximize savings. We are committed to keeping clients compliant with ever-changing tax regulations, offering peace of mind.

Tax Resolution: 

With decades of experience, we can assist clients through various tax issues, such as audits, back taxes, and negotiating with tax authorities.

Tax Services

Fractional CFO Services
Is your business in need of expert financial guidance but not ready to commit to a full-time Chief Financial Officer (CFO)? Look no further. At our company, we offer Fractional CFO Services, providing you with access to top-tier financial expertise without the full-time commitment.

International Tax Planning and Tax Tools: 

Offer detailed solutions for global tax challenges, including details on tax treaties, expat taxes, and offshore compliance. We also help with tax compliance by maintaining trackers for tax deadline reminders and other tax planning resources. 

Foreign Income Reporting and Transfer Pricing:
Businesses that look to expand across geographies are constantly worried by he complexity of foreign income reporting, transfer pricing. cross border taxation, compliances from the regulatory authorities of each country and many more. We help clients navigate multinational business operations by acting as a one-stop-shop for all the complexities of Foreign Income Reporting and Transfer Pricing. 

International and Fractional CFO Services