Personal tax
T1 returns prepared by senior CPAs, with every credit and deduction you're entitled to — and planning that keeps working after April.
For employees, families, retirees, landlords and newcomers.
- ✓T1 personal returns & prior-year filings
- ✓RRSP, TFSA & FHSA strategy
- ✓Rental income, capital gains & foreign property (T1135)
- ✓T3 trust returns
Corporate tax & advisory
Year-end statements and T2 returns, plus the planning that decides how much you actually keep — compensation, holding companies and restructuring.
For owner-managers, professionals and growing corporations.
- ✓T2 corporate returns
- ✓Compilation engagements (financial statements)
- ✓Salary vs. dividend planning
- ✓Incorporation, holdcos & corporate restructuring
Bookkeeping & payroll
Clean monthly books on QuickBooks Online, run by certified ProAdvisors, so year-end is a formality instead of a scramble.
For small businesses and sole proprietors.
- ✓Monthly or quarterly bookkeeping
- ✓Payroll, remittances, T4s & ROEs
- ✓GST/HST filings
- ✓QuickBooks setup & clean-up
CRA audit defence & tax litigation
Received a letter? Don't respond alone. We assemble your file, deal with the auditor, and — with barrister Naveed Anwar — take it to the Tax Court if needed.
- ✓Audit & review representation
- ✓Notices of objection
- ✓Voluntary disclosures
- ✓Tax Court & Federal Court appeals
Real estate tax
Whether it's a first rental or a pre-construction assignment, we plan the tax before you sign — not after the CRA asks.
For homebuyers, landlords, builders and investors.
- ✓GST/HST New Housing Rebates
- ✓Anti-flipping rule planning
- ✓Assignment sales & pre-construction
- ✓Rental portfolios & principal residence
Estate freezes & wealth planning
Pass on a business or a portfolio without handing the CRA a windfall. Coordinated with wealth advisor Erum Farooqi.
- ✓Estate freezes & family trusts
- ✓Succession planning
- ✓Retirement & tax-efficient investing
- ✓Final returns & estate administration
Net worth assessments
When the CRA estimates your income from your assets, we rebuild the numbers independently — and challenge what doesn't hold up.
- ✓Independent net worth reconstruction
- ✓Source-of-funds documentation
- ✓Objection & appeal support
When tax meets law or wealth, you get one coordinated team.
Our growing network of lawyers and advisors works from the same file as your CPA — so nothing falls between advisors, and you only tell your story once.
Meet the alliance →
Naveed Anwar, MA, LLMTax litigation · CRA audit defence, net worth assessments
Erum FarooqiWealth planning · Estate, retirement, personal & corporate
Sonia Kanda, LL.B/LL.MLawyer · International business law, legal advisory
Saket Seth, LLBReal estate law · Closings, real estate tax- More partners joining soon — professional interested in the alliance? Get in touch.