The firm provides a variety of financial and income tax related services to professionals primarily in Ontario but also across Canada and in the United States.
The following are services regularly provided:
- Assistance with incorporation
- Preparation of financial statements
- Assistance with accounting and bookkeeping
- Payroll support services
- Remuneration planning
- Income tax planning
- Preparation of personal tax, corporate tax, harmonized sales tax (HST) returns plus T4, T5 and other forms, as required
- Corporate reorganization
- Purchase and sale of practices
- Retirement planning
Services provided to professional corporations represent over 30% of the work done by the firm.
The firm supports continuing financial education to the medical community by providing seminars and instruction to various groups on a regular basis.