Who We Are
Located in Sarnia, Ontario, we are a team of professionals who love to help our clients succeed. We take pride in developing and maintaining long-term relationships and supporting our clients through all stages of their business and financial life.
We strive to be available to our clients and respond effectively and efficiently to their needs. We work hard to develop plans that minimize tax, allowing our clients to keep more of their hard-earned money and stay compliant with laws and regulations.
Connect with one of our Team members today.
We offer our clients full-service accounting solutions including:
Personal Taxes
We prepare and file both Canadian & U.S. tax returns. We use our expertise and knowledge to reduce your tax burden and optimize your return.
Who We Help
Startups
We can set up your business whether it is a sole proprietorship, partnership or corporation and help guide you in the right direction.
Small & Medium Business
Our clients consist of many types of businesses from retail shops to manufacturing, personal services, and information technology firms.
Health Care Professionals
We have years of experience assisting doctors, dentists, chiropractors, optometrists, physiotherapists, and other health care professionals achieve their financial goals.
Farms
We have the experience and expertise to complete your personal and corporate tax return, file your Agri-Invest & Agri-Stability forms, and provide succession and estate planning for the next generation.
Restaurants & Catering
In addition to regular bookkeeping, payroll and financial statement work, we take care of filing liquor licence renewal forms, Statistics Canada surveys and Service Canada enquiries.
Real Estate Agents & Investors
Many investment companies, real estate agents and real estate investors rely on us to create tax plans and strategies to minimize their tax burden.
Consultants
We can help determine if a sole proprietorship or corporation is best for you and which one will save you the most tax.
Contractors & Tradespeople
We have many clients in the construction industry. Our customers range from large corporations to one-man operators.
How It Works
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1
Send Us Your Documents
Drop them off, upload them to our secure online portal or use a third-party app such as Hubdoc or Receipt Bank for real-time data transfer.
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2
We Complete the Work
We compile your information into financial statements and prepare and file tax returns in an efficient and timely manner. If we are doing your books our Bookkeepers complete the work monthly, quarterly or annually depending on your needs.
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3
Meetings, Discussions & Analysis
Once we have completed the work, we communicate our findings to our clients, answer questions, look for possible tax planning opportunities and provide relevant analysis to help you be successful.