Audit & Assurance

Our team of dedicated Chartered Professional Accountants (CPAs) is committed to delivering best-in-class financial solutions to our valued clients. With a strong focus on accuracy, transparency, and client satisfaction, we offer a wide range of assurance and accounting services tailored to your specific needs.

We have expertise in the following financial reporting frameworks, Public Sector Accounting Standards (PSAS), Accounting Standards for Private Enterprise (ASPE), Accounting Standards for Not-for-Profit Organizations (NFPO), United States Generally Accepted Accounting Standards (USGAAP) and International Financial Reporting Standards (IFRS). We are happy to help you understand these standards and how to apply them to your organization.

Depending your needs and those of your stakeholders, we provide all levels of assurance for financial reporting engagements:


involves a comprehensive and in-depth examination of financial records, transactions, and internal controls to provide the highest level of assurance


an assessment that involves analytical procedures and inquiries to provide a limited level of assurance


involves organizing and presenting a company’s financial information into the form of financial statements, without providing any assurance


Taxation Strategy

Effective tax solutions is a cornerstone of financial success for both businesses and individuals. We understand that navigating the complexities of taxation can be overwhelming. That’s why our seasoned team of tax specialists is dedicated to providing comprehensive tax planning services tailored to your unique needs. We specialize in:

  • Personal taxation
  • Corporate taxation
  • Trust and estate planning

Taxation Preparation and Filing

Accurate tax reporting and compliance are not just legal obligations; they are fundamental pillars of financial stability and trust. We recognize the significance of meeting tax requirements with precision and efficiency. We’re here to guide individuals and businesses through the intricate world of tax reporting, ensuring that your financial affairs are in full compliance while maximizing benefits.

  • Personal tax returns
  • Charity returns
  • Non-Profit returns
  • HST filings
  • Estate and Trust returns
  • Nonresident reporting
  • SR&ED returns
  • Filing CRA elections
  • Corporate tax returns
  • Voluntary disclosures
  • Preparation of tax slips
    (T4, T4A, T5, T5013)
  • Representation in CRA tax audits

Advisory Services

Business Advisory Services

We go beyond traditional accounting and financial services, offering insights and recommendations that contribute to a business’s growth and success. Business advisory services encompass various areas and can be tailored to the specific needs of each client. Some common aspects of business advisory services include:

  • Succession Planning: Assisting business owners in creating plans for a smooth transition of leadership or ownership to the next generation or new management.
  • Business Valuation: Determining the value of a business for purposes such as selling, acquiring, or securing financing.
  • Strategic Planning: Advising on long-term business strategies, goal setting, and market positioning to help a company adapt to changing market conditions and capitalize on opportunities.
  • Financial Analysis: Analyzing financial statements and data to provide insights into financial performance, profitability, and cash flow management.
  • Operational Improvement: Identifying operational inefficiencies and recommending solutions to enhance processes, reduce costs, and improve productivity.
  • Performance Measurement: Developing key performance indicators (KPIs) and metrics to measure business performance and track progress toward goals.
  • Risk Management: Identifying potential risks and helping develop strategies to mitigate them, ensuring business continuity and compliance.

Business Transacations

We specialize in helping clients seize unique business opportunities and navigate complex decisions with confidence. Our comprehensive suite of services empowers entrepreneurs and businesses to successfully embark on transformative ventures. Whether you’re considering buying or selling a business, expanding into new geographies, or seeking strategic partnerships, our seasoned experts are here to guide you every step of the way. With a deep understanding of the Muskoka market dynamics, financial intricacies, and regulatory landscapes, we offer personalized solutions that mitigate risks and maximize rewards. From due diligence to negotiation strategies to creating tax efficient structures, our goal is to ensure your business deals are strategically aligned, financially sound, and poised for growth. With us, you’re not just making deals – you’re forging a path to prosperity.