Helping Business Owners
Find Peace of Mind
Tired of the annual rush to provide info for your tax?
Are you basing decisions on the bank balance?
Does the thought of a CRA audit cause you to lose sleep?
Did your jaw drop when you saw the T5 for your last tax return?
If the answer to any of this is yes..
WHO WE ARE
About Our Office
I provide virtual cloud accounting and tax services to business owners and individuals. I'm a Chartered Professional Accountant with more than a decade of experience in small and medium enterprises. I've completed the CPA Canada In Depth Taxation Program. I'm a Xero certified advisor.
If you need bookkeeping, accounting, and tax, I can help.
WHAT WE DO
Our Services
SERVICE
Business Taxes
In addition to your bookkeeping and accounting needs, I can assist with all of your usual tax compliance requirements, as well as advanced tax issues:
1) Special Elections and Transfers
2) Ensuring your business is sale ready
3) Ensuring you can pay tax free intercorporate dividends
4) Trust accounting and tax returns.
I do not prepare Quebec or US tax returns nor do I advise on tax issues related to these jurisdictions. I can provide referrals to other excellent professionals who can help.
SERVICE
Personal Taxes
If you're a business owner, or are looking to get your personal taxes filed, I can assist with:
1) Employed income
2) Residential and commercial rental
3) Self-employed business income
4) Tax returns for deceased individuals
5) Trust and estate planning
6) Emigration and immigration returns
7) Sale of property by a non-resident
I can assist where you have Quebec employment income and are filing as an Ontario resident.
SERVICE
Accounting Firms
If you're a firm owner who is in need of short-term assistance, whether it is file-preparation, staff training, process development, T1/T2/T3 preparation (including SR&ED), tax return review, or other assistance, contact me about my per-diem rates.
THEY TRUST US
Testimonials
Brian has helped me with many tax issues, and he is always responsive, responsible and willing to share his extensive knowledge to ensure clients' interests are protected. I have referred a number of clients to him with absolute confidence that he will help them in a friendly and professional manner. He has a way of taking complicated information and making it more manageable, which I greatly appreciate.
Lynne Forgette, CPA, CGA
Principal | Lynne Forgette, CPA Professional Corporation
Brian is an exceptionally knowledgeable partner in both the accounting and tax streams. The caliber of his work on client files was second to none and working with him was a breeze.
Andrea Fernandes, CPA, CGA
Chief Bean Counter | Andrea Fernandes, CPA Professional Corporation
Brian is a very focused individual who can handle large problems and logically break them down both towards a solution as well as to help communicate effectively to a variety of audiences. His communication skills and team work helped defuse problem clients and staff as well as ensure an excellent team cohesion with his colleagues.
Adam Mallory
Tehcnical Vice President | Huawei Technologies Canada
CHECK THE LATEST
Resources
November 29, 2023
Navigating Tax Returns After a Loved One’s Death: A Guide to HBP and LLP Withdrawals
November 2, 2023
HST Filing Periods and Deadlines for Canadian Business Owners: What You Need to Know
October 30, 2023