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Specialist Services For Professionals

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Allowing You To Focus On Your Business

We advise all professionals including lawyers, dental professionals and medical professionals from graduation to retirement, buying your own practice to selling, taking on associates to succession planning, allowing you to focus on what you do best and leave the numbers to us.

Our team is made up of entrepreneurial and driven minds and is backed with designations from all aspects of accounting and advisory with over 50 years of experience.

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Providing Tailored Solutions

Our services are tailored specifically to the unique needs of professionals and focus on tax planning, estate planning, business valuations, corporate finance, accounting and advisory services.

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Understanding What's Important To You

We understand the drive it takes to do what you do, and we believe that our purpose is to help you succeed by understanding what’s important to you. The way we help is by constantly reflecting on your needs and how to fulfill them, by asking the right questions and by providing the right services which are tailored to you.

Our Specialized Services for Professionals

Annual Filings

  • Preparation of financial statements, corporate and personal tax returns
  • Annual tax planning to optimize your personal income based on your goals
  • Assistance with tax audits and appeals
  • Scientific research and development (SRED) claims

Business Planning

  • Tax planning tips
  • Practice aids/guides for your practice
  • Benefits of incorporation and assistance in the planning of your corporate structure including involvement of family members for tax planning purposes
  • Assistance with setting up accounting software for monthly bookkeeping and training as required

Additional Services

  • Shareholder, cost share and lease agreements
  • Assistance with annual filings with the OMA
  • Incorporation documents for your professional corporation and registration with the OMA
  • Acquisition & Divestiture, determining fair purchase price and structure

Work With Us

Our team is ready to help you get started.