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ServicesEverything your finances need, under one roof.
From a personal return to a cross-border tariff claim, our services connect, so your tax, books and strategy stay consistent.
Tax
- Personal and corporate tax
- US and cross-border tax
- Estate and trust
- GST/HST and CRA disputes
Tariff release program
- US IEEPA duty refunds
- Canadian surtax remission
- CARM corrections and adjustments
- Drawback and duties relief
Assurance and audit
- Audits and review engagements
- Compilations
- Benefit plan and funding audits
- SOC reports and agreed-upon procedures
Accounting and outsourcing
- Bookkeeping and month-end close
- Payroll
- Outsourced controller and CFO
- Systems and automation
Advisory and business performance
- Budgets and cash flow forecasts
- Profitability and pricing
- KPI dashboards
- Financing support
Risk and controls
- Internal controls and audit
- Fraud risk
- IT governance
- Customs compliance
Transactions
- Due diligence
- Tax structuring
- Valuation support
- Succession planning
Academy
- Canadian personal income tax 2026
- Worked examples and practice returns
- Knowledge checks
- Certificate of completion
Not sure where to start?
Tell us what is on your mind. We will point you to the right service.