You started your business because you had a passion and often the paperwork isn’t ‘your thing’. Paperwork is ‘my thing’ and I want to partner with you to support your success whether you’re incorporated or self employed. In addition to financial statements and tax returns, I provide services and/or training for bookkeeping, payroll and government compliance like HST and WSIB. Every business is unique and my service packages are customized for your needs.

Do you worry about filing your taxes correctly? Does it feel overwhelming? Have you talked to your accountant about your short and long term financial plans? Want to know if you should have a TFSA, RESP, RDSP or RRSP? Should I apply for the Disability Tax Credit? Want to know if there’s a way to save taxes? All your major life events can impact your taxes. Contact me if you’re looking for someone to prepare your taxes or want to talk about your finances.

The majority of people never need a trust until they pass away. Did you know that when you pass away if your assets continue to produce income your executor will have to file a trust return. Trusts, particularly absolute discretionary trusts, aka Henson trusts are becoming more common. My personal experience matched with my professional knowledge allows me to help you through these complex situations. Contact me to discuss your needs.