Our Services

Comprehensive services driven by 3 strategic initiatives:

For over 65 years, we have assisted businesses in Northern Ontario from incorporation, through explosive growth, and into mature sustainable businesses. Our experience in helping private businesses thrive is our strength and what sets us apart. We understand your needs as entrepreneurs and we strive to be an active and trusted partner in our clients’ businesses through all phases of the business cycle.

We provide services to our clients in two pillars.

Assurance and Tax Compliance

Financial Compliance and Audits

Financial Statement Requirements

  • Audited financial statement preparation in accordance with ASPE; prepared for both For Profit and Not-For-Profit Audits
  • Review engagement financial statement preparation in accordance with ASPE
  • Compilation engagement financial statement preparation; including Professional Corporations and Sole-Proprietors


  • Annual personal tax return (T1) filings
  • Annual corporate tax return (T2) filings
  • Annual trust return (T3) filings
  • Annual employment income (T4) filings
  • Annual dividend (T5) filings
  • Regular HST remittance

Accounting Assistance

  • Day to day accounting assistance through in-house bookkeeping services and computer consultants

Business and Tax Advisory

Financial Consulting

General Advisory Services

  • All-inclusive corporate tax planning provided annually in conjunction with tax compliance; includes tax minimization planning for groups of companies and individuals
  • Tax implications on real estate transactions

Succession and Estate Planning

  • Corporate reorganizations
  • Estate freezes
  • Tax planning for future objectives

Sale or Purchase of Businesses

  • Due diligence
  • Business valuation assistance
  • Tax considerations on asset vs share agreements
  • Assistance with and review of purchase and sale agreements

Financing Assistance

  • Correspondence with financial institutions through long-standing relationships
  • Assistance with compliance and documentation requirements for new financing
  • Projections, cash flow preparation, EBITDA analysis, and assistance with internal reporting

Our tax planning professionals work with business owners, executives, and families to build wealth in a tax efficient manner. By focusing on structure, risk assessment, and timing, our team advises clients on the most appropriate ways to protect and preserve wealth responsibly over time. We leverage annual tax reporting to have meaningful discussions around what is being done to minimize the overall tax liability of interested parties. Our professionals remain available to help clients navigate the Tax Act and to meet corporate and personal tax obligations.