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For Professionals, entrepreneurs, and Corporate Groups

Need A Compilation Engagement (Notice to Reader) Report?

Warning: We maintain a zero-tolerance policy for rude or passive-aggressive behavior and unkindness under any circumstance. Any such actions may result in immediate dismissal from our practice without prior notice.

THANK YOU FOR YOUR INTEREST IN OUR SERVICES. OUR BUSIEST SEASON IS FROM JANUARY TO JUNE, SO WE TYPICALLY ONBOARD NEW CLIENTS BETWEEN JULY AND DECEMBER. IF YOU DO NOT RECEIVE A RESPONSE FROM US WITHIN 24 HOURS, IT MEANS THAT WE ARE UNABLE TO TAKE ON YOUR REQUEST AT THIS TIME. WE APOLOGIZE FOR ANY INCONVENIENCE AND ENCOURAGE YOU TO SEEK OTHER OPTIONS.

  • COMPILATION OF FINANCIAL STATEMENTS IN ACCORDANCE TO CSRS 4200 STANDARDS AND APPLICABLE ACCOUNTING FRAMEWORK. THIS INCLUDES:

    • PREPARATION OF ANNUAL NOTICE TO READER FINANCIAL STATEMENTS SUFFICIENT FOR INVESTOR USE, USE IN OBTAINING BANK AND OTHER FINANCING, OR FOR OTHER USERS REQUIRING FINANCIAL DUE DILIGENCE.

    • ANNUAL PREPARATION OF REQUIRED ADJUSTING ENTRIES.

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  • TO ASSIST IN PREPARATION OF CORPORATE INCOME TAX RETURN AND ASSOCIATED SCHEDULES. THIS INCLUDES:

    • T2 CORPORATE INCOME TAX RETURN PREPARATION, BASED ON ONLINE ACCOUNTING RECORDS

    • ELECTRONIC FILING YOUR T2 CORPORATE INCOME TAX RETURN WITH THE CRA AND RELEVANT PROVINCIAL AUTHORITIES

    • DIGITAL COPY OF YOUR CORPORATE TAX RETURN PROVIDED TO YOU

  • TO ASSIST IN PREPARATION OF FEDERAL AND PROVINCIAL PERSONAL INCOME TAX RETURNS. THIS INCLUDES:

    • ASSISTANCE SUMMARIZING ELIGIBLE EXPENSES AND DETERMINING AVAILABLE TAX CREDITS

    • T1 PERSONAL INCOME TAX RETURN PREPARATION – FROM DOCUMENTS PROVIDED BY THE TAX PAYER AND RETRIEVED FROM THE CRA WEBSITE

    • ELECTRONIC FILING AND CRA CONFIRMATION

  • Tax Compliance.

    Our CPAs provide corporate tax services tailored to corporate groups. This typically includes planning and advice throughout the year.

  • Reporting.

    Our cpas are specifically licenced for regulated compilations, reviews, and special reports such as trust reporting.

  • Tax Strategy.

    Utilize tax-friendly accounts, spousal benefits, situational tax credit or deduction, succession and estate planning, corporate reorganization, excess cash planning.