What We Do
Our Services
From individual tax returns to fractional CFO support, every service below is delivered by the same team — so nothing falls through the cracks between borders, entities, or fiscal years.
Canadian Tax Services
Personal & business tax preparation, planning, and CRA representation.
- T1 Personal Income Tax Returns
- T2 Corporate Income Tax Returns
- T3 Trust Income Tax and Information Returns
- T5013 Partnership Information Returns
- GST/HST Registration & Filings
- Provincial Tax Compliance and Advisory
- Strategic Tax Planning & Advisory
- CRA Audit and Review Assistance
- Representation and Response to CRA Notices, Assessments, and Penalties
- Voluntary Disclosures Program (VDP) Applications
- New Business Start-Up and Tax Advisory Services
- Compensation Planning (Salary vs. Dividends)
- Corporate Tax Planning
- Capital Gains Exemption Planning
- Rental Property Tax Reporting
- Scientific Research & Experimental Development (SR&ED) Claims
- GST/HST Audits and Reviews
- Late Filing Assistance
U.S. Tax Services
Individual and business filings, entity formation, and IRS representation.
Individual & Business Tax
- Form 1040 Individual Tax Returns
- Form 1040-NR Non-Resident Returns
- Form 1065 Partnership Returns
- Form 1120 C-Corporation Returns
- Form 1120-S S-Corporation Returns
- State Tax Returns
- Tax Planning & Advisory
- IRS Notice Response and Audit Assistance
- EIN Registration
U.S. Entity Formation
- LLC Formation for Residents and Non-Residents
- Registered Agent Assistance
- Annual Compliance Filings
- Federal and State Registrations
Cross-Border Tax Services (Canada & USA)
We specialize in helping individuals and businesses manage their tax obligations across both countries.
- U.S. Citizens Living in Canada
- Canadians Working, Relocating, or Investing in the United States
- Cross-Border Tax Planning
- Form 2555 — Foreign Earned Income Exclusion (FEIE)
- Form 1116 — Foreign Tax Credit
- FBAR (FinCEN Form 114)
- FATCA Reporting (Form 8938)
- Other Filings: Forms 5471, 5472, 8865, 8858
- Foreign Asset Reporting
- Tax Treaty Reviews and Planning
- Departure & Immigration Tax Planning
- Dual Filing Consideration
Accounting & Bookkeeping Services
Focus on growing your business while we take care of the numbers.
Bookkeeping
- Accurate Recording of Financial Transactions
- Bank & Credit Card Reconciliations
- Accounts Payable & Receivable Management
- Monthly, Quarterly & Annual Reporting
- Cloud Accounting Support (QuickBooks, Xero, etc.)
Financial Reporting
- Preparation of Financial Statements
- Management Reporting
- KPI and Performance Analysis
- Cash Flow Monitoring
Payroll Services
- Canadian Payroll Processing
- U.S. Payroll Processing
- Payroll Tax Filings
- T4, T4A Preparation
- ROE Administration
- Year-End Payroll Compliance
Business Incorporation & Advisory
- Federal Incorporation
- Provincial Incorporation
- Business Number (BN) Registration
- GST/HST Registration, Compliance and Filings
- Payroll Account Registration
- Corporate Structure Planning
- U.S. LLC Formation
- EIN Registration
CFO & Advisory Services
Fractional CFO / Controller services — ideal for growing businesses that require financial leadership without the cost of a full-time executive.
- Financial Strategy
- Budgeting & Forecasting
- Cash Flow Projections
- Performance Reporting
- Internal Controls Review
- Process Improvement
- Gap Analysis & Process Improvement
- Business Growth Planning
- Lender & Investor Reporting Support