Private Businesses

As your trusted advisors, Nathalie and her team provide services tailored to your specific needs. From start-up to succession planning, whether it is helping you and your company maximize wealth and minimize taxes, we are always there for you.

Our mission is simple – help every client achieve their financial goals and providing exceptional client service in an efficient and cost-effective manner without compromising quality.

How we can help

Financial Statements Preparation

We offer services to businesses of all sizes and all sectors. Whether you require a Notice to Reader, Review Engagement, or Audited Financial Statement, we work with your team to prepare the required statements.

Bookkeeping and accounting services

We can do as much or as little as your business requires. We can assist with payroll processing, data entry and more so you can concentrate on your business.

Tax return preparation

We’ll help you manage the relations with CRA at tax time. We prepare personal tax returns, corporate tax returns, trust tax returns, as well as a variety of information returns and tax elections.

New company advice and setup

Whatever the size of business you are considering starting, we can guide you through the incorporation process and help you understand corporate taxes and HST, what expenses are deductible and the type of accounting records you need to maintain.

Tax audits

Nobody likes to be audited however if CRA comes knocking, we have the expertise to deal with these situations. We’ll work with you throughout the process to ensure your rights are protected.

Tax planning

It is essential for us to understand your business, your family and your goals. Once this process is complete, we will work with you on a plan to address your specific situation.

Estate planning

Estate planning can be complicated. We will help you understand the tax implications on death and work with you to ensure that your affairs are dealt with in the most tax effective manner upon your passing.