Serving Ottawa and Orléans for over 25 years!

SERVICES

We are an independent accounting firm offering a full range of accounting, tax and consulting services to family-owned businesses, sole proprietorships, partnerships, corporations, not-for-profit organizations, housing organizations and individual clients in the Ottawa and Orléans region for over 25 years.

Our high standards of quality services are a result of a thorough understanding of our clients and their needs, a strong belief in delivering personalized services and competitive fees.

Here is a list of some of the many services that we offer our clients. Please do not hesitate to email or call us if you have any questions regarding our services or to enquire on how we can help you achieve your goals.

• Financial statements and NTR
• Audit, review engagement, compilation
• Not for profit audit and review engagements
• City of Ottawa Housing audits
• Financial reporting
• Financial forecasting and advisory
• Bookkeping, budgeting
• Review of control systems

CORPORATE TAX SERVICES

• Corporate tax return
• Corporate restructure
• Incorporation/professional corporation
• Buy/sell, merger, acquisition
• Succession planning
• HST, payroll, capital compliance
• T4, T5 and other form preparation
• Representation to CRA Tax opinion

PERSONAL TAX SERVICES

• Personal tax return
• Personal tax planning
• Family wealth management
• Estate planning and consultation

TRUST AND ESTATE SERVICES

• Trust return (T3)
• Final tax return
• Trust planning and setup
• Estate planning

• Business startup and set up
• Bookeeping initial set up with Excel, Sage, Quickbook
• Cash flow projection
• Financial risk analysis
• Advantage and disadvantage of setting up a family trust
• Is incorporating right for you?
• Advantages and disadvantages of setting up a family trust
• Salary vs dividend analysis

ACCOUNTING AND FINANCIAL STATEMENTS

TAXATION SERVICES

CONSULTING SERVICES