( 5 ) Services

Strategic solutions tailored to help you drive growth and deliver impact. Explore our full suite of services below, developed with today’s business owners in mind.

E-Commerce Consulting and Compliance

( 5 ) Services

Focus on growing your empire—we’ve got the details covered. With extensive experience managing e-commerce accounts from 100k to 50mil+, we specialize in simplifying the all-too complex landscape of international sales tax, VAT, and compliance across borders—while creating modern, scalable accounting systems that streamline your operations and keep you compliant.

With a wide-reaching, integrated fluency of all major payment gateways and shop platforms—including Shopify, Amazon, Patreon, and Etsy—we’ll help you optimize your financial processes while ensuring a seamless fit with tools you already know and use. When opportunity knocks, you’ll always be ready to answer.

  • iMonth end review / inventory profitability
  • iiCash flow, and financial consulting
  • iiiVAT, US Sales tax, Duties drawback, and local sales tax
  • ivFinancial system design across all commonly used platforms
  • vAssistance with inventory ordering and planning

Domestic and
 Corporate Tax

( 5 ) Services

Planning should be practical, personalized, and—ideally—stress-free. Keeping your business and lifestyle goals front and centre, we’ll help you navigate growth, estate planning, and complex transactions—while minimizing tax liabilities to keep you compliant with Canada Revenue Agency regulations.

With a focused understanding of your objectives and the financial landscape at large, we help craft growth-centric strategies designed to grow with you, reduce tax burdens, and unlock further opportunity. All the expertise and innovation of a big firm, without the extra overhead.

  • iCorporate tax planning
  • iiPrivate wealth and investment tax management
  • iiiTrusts and estate planning
  • ivCorporate restructuring and reorganization
  • vBusiness set up and incorporation
  • viSuccession planning

Accounting and Bookkeeping

( 5 ) Services

There’s an easier way to manage your bookkeeping and financial statements: let us do it. We’ll take the hassle out of day-to-day operations by designing, implementing and automating a seamless accounting system that works best for your business—and your time.

With expertise in multi-currency operations and payment processors, our focus is on delivering accurate, real-time insights, while minimizing inefficiencies and eliminating manual tasks. We keep things simple so you can scale smoothly.

  • iAccounting system set up and integration
  • iiFinancial statement preparation
  • iiiPayroll management
  • ivBookkeeping automation

Family and High Net Worth Planning

( 5 ) Services

Future-proofing your legacy begins with sound financial planning. As your trusted partner, we can offer thoughtful guidance that empowers your estate to strategically grow, protect and transfer wealth with personalized solutions tailored to your unique needs and family dynamics.

With an extensive professional network and industry-leading expertise, our goal is always to streamline and optimize your operations through financing advice, cash flow management, tax planning and succession strategies. In short: we’re here to give you the confidence and clarity you need to navigate today’s—and tomorrow’s—financial landscapes.

  • iBusiness succession planning
  • iiLifetime capital gains exemption optimization
  • iiiTrusts and estate planning
  • ivInvestment and real estate portfolio accounting
  • vCoordination with wealth manager to better optimize tax outcomes

Personal, Partnerships, Sole Proprietors

( 5 ) Services

Here’s the thing: nobody likes paying taxes. Our goal is to help you minimize what you owe, while always staying fully compliant within Canada Revenue Agency regulations.

Because tax planning is about more than the here and now—it’s also about setting you up for success in the future. We believe in building trust through transparency and a shared comprehension, developing clear tax strategies, together, that empower you to fully understand how taxes impact both your business and personal finances, and your long-term goals—whether you're self-employed, managing rental properties, or handling investment accounts. We help you avoid any surprises, stay on track, and work towards optimizing short-term gains and long-term growth.

  • iPersonal tax filings
  • iiGST/HST returns and elections
  • iiiMulti-partner LLP and partnership filings
  • ivRental properties, Primary residence, UHT, and other common issues.
  • vIncorporation advice / reorganization
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