Client Services
Our firm offers a wide range of services to our individual and business clients. Our clients benefit from personalized, quality service that is beyond comparison. We have listed the services that we offer to our clients, together with a brief description.


As the list below is by no means comprehensive, please feel free to inquire about a service if you do not see it listed.


Miscellaneous

Accounting and Assurance

We report to shareholders and owners of businesses and ensure that proper accounting systems are maintained.

- audit of financial statements - preparation of unaudited financial statements - financial forecasts and business plans - consultation on interim operating results - management consulting - business structure and organization

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Corporate and Personal Tax

We structure our clients’ affairs such that they pay the least amount of tax possible.

- tax planning and consulting - orderly succession arrangements - tax return preparation - goods and services tax - employee compensation plans

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Estates and Trusts

We ensure that our clients will minimize taxes on death and maximize continuity of assets to beneficiaries.

- tax planning and consulting - retirement planning for the owner-manager - trust return preparation

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Mergers and Acquistions

We provide services that benefit our clients.

- purchase investigations - business valuations - business sales and mergers

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