Services

By keeping current on updates to U.S and Canadian tax laws and legislation, we can identify key tax planning to minimize both your current and future tax liabilities. We offer taxation expertise and knowledge to our individual and business clients throughout the year.

U.S. & Canadian tax return preparation for:

Individuals
Corporations
Estates and trusts
Not-for-profit organizations

Tax considerations in matrimonial settlements
Tax effects of buying/selling a business
Tax effective retirement and estate planning
Tax planning for business formation, reorganization and expansion

Accounting Services

Keeping well-organized financial records can help keep your business running smoothly. We can assist you in the management of data and compilation of financial statements.

General ledger & financial statement preparation
Bookkeeping (Monthly/Quarterly/Annual)
Accounting system setup for new businesses
Compilation of financial statements
Audits and reviews

Consulting Services

Businesses change. That’s why we provide a variety of consulting services to help manage change effectively.

Accounting software selection and implementation
Buying/selling a business
Business process improvement
Computer systems
Financial & retirement planning
Estate planning