SERVICES

As a boutique accounting firm, we work with owner-managed businesses, with a focused and innovative approach for professionals. 

Accounting & Assurance

By establishing and developing strong relationships with our clients, we are able to understand you, your unique situation and your overall vision for your business.  From this understanding, you are able to obtain a clear understanding of your financial picture which is critical for businesses.

 

Whether it is a notice to reader or review engagement report, we are committed to your success by helping you prepare accurate year-end financial results in a timely and meaningful way and review your results so that we can lead you on a path to prosperity. 

Focused in our approach, and unable to serve all clients, we do not serve clients in the agricultural industry or those requiring audited financial statements. 

Business Advisory

Projections: Crystal balls are hazy, we may be able to clear it up for you. 

Our corporate finance group is a leader in the Annapolis Valley, helping our clients reach their full potential.  Whether it’s assistance in selling your company, financing to fund your growth strategy, due diligence on an impending transaction or other merger and acquisition activity we will help you every step of the way. 

Accounting System Implementation: Given today's light speed changes in technology, we've adopted and become experts in the changes so you don't have to. Let us bring your accounting system up to speed with the newest technologies in artificial intelligence, automation and digital imagery. 

Tax Compliance

As your trusted business leaders, we will prepare your:

Personal tax returns (T1),

Corporate tax returns (T2),

Trust returns (T3) and,

Information tax slips (T4, T5, T5013, T5018) etc.

 

You will feel confident that your returns are filed correctly and in a timely efficient manner. 

Specialty Tax Engagements

Tax regulations are continually changing and can have a significant impact on how you operate and structure your business.

We all have to pay our fair share of tax, but it doesn't mean we have to pay a penny more!  We have our own in-house tax specialist ready to solve your complex needs, all while ensuring you comply with tax laws and pay the least amount of tax possible.

Buying or selling a business? Restructuring or estate planning? Thinking about succession planning?  Call us today to solve your complex tax needs.