What We Do

We are a boutique style accounting firm catering primarily to high-income professionals and affluent individuals. Focussing on this area of practice, we offer solutions designed to optimize income tax burdens and enhance personal wealth. We are accountants and accountants only - we do not offer investment advice. However, through our connections, we can refer clients to individuals and firms that specialize in investment services. We believe that by working as a team of specialists we can achieve a better result than by trying to be all things to all people.

Services Include

  • Advising professionals on income tax strategies including professional incorporation and family trusts
  • Optimizing the flow of income from various corporate structures
  • Reviewing clients' affairs periodically to proactively identify and implement tax saving opportunities
  • Filing of estates and trusts income tax returns
  • Preparation of small business corporation income tax filings together with the required annual financial statements (unaudited)
  • Assistance with implementation of entity-appropriate bookkeeping and accounting systems including Quickbooks® support
  • Bookkeeping services
  • Preparation of personal income tax filings

We appreciate that accounting, bookkeeping, and income tax filings are found, by many people, to be quite intimidating. We can help! We will take the mystery out of these issues for you. You can relax knowing that these issues have been accurately and professionally handled.