Areas of Practice

Ongoing accounting oversight for individuals and organizations requiring accuracy, discretion, and continuity. Engagements are structured for clients with multiple entities, complex reporting requirements, or long-standing financial arrangements, where consistency and judgment matter more than volume or automation.

Strategic tax planning and compliance for individuals, families, and organizations with evolving or multi-year considerations. Work often involves coordinating personal, corporate, and fiduciary obligations, with planning decisions informed by timing, structure, and long-term impact rather than short-term outcomes.

Advisory support for business owners navigating inflection points: growth, transition, restructuring, or succession. Engagements are selective and context-driven, balancing business objectives with personal and tax considerations to support sound decision-making at critical stages.

Advisory and compliance support for GST/HST matters where transactions, structures, or jurisdictions introduce complexity. This includes registration and reporting, cross-border considerations, and real estate transactions where indirect tax treatment requires careful interpretation and coordination.

Tax and accounting services for estates and trusts, with particular attention to fiduciary responsibility and regulatory compliance. Work commonly involves coordinating with executors, trustees, and professional advisors to ensure obligations are met thoroughly and appropriately.