SECTORS

We work with individuals, businesses and organizations across many different sectors. Here are 5 sample sectors.

Realtors and Mortgage Brokers

Are you a realtor or mortgage broker that is just starting your career and want to know more about how to organize your records and what expenses you can deduct?

Or are you already in business for several years and wondering if it’s the right time to incorporate?

And if you’re thinking about incorporation, are you wondering if you should also form a holding company?

Or perhaps do you already have a corporation and is looking for better response time from the accountant and/or better services?

If your answer is yes to any of the above questions, we can help!

Our firm is experienced with realtors and mortgage broker. Whether you’re self-employed or incorporated as a Personal Real Estate Corporation (PREC) or mortgage broker corporation, we can assist in your accounting and taxation matters. 

When you come onboard, you will receive at least 30-minute of education if you’re self-employed and at least 1-hour of education if you’re incorporated. You will learn about important deadlines, different GST calculation methods, dividend versus salary (for corporation), tax deductibility of various expenditures, etc.

We will help you maximize your tax savings while minimizing any potential CRA audit risks.

As a bonus, we will generally answer free of charge any simple real estate income tax questions that you might encounter from working with your client. This would help you look good in front of your clients and keep the selling or buying process moving.

And our fees are reasonable. Particularly, if you’re looking for bookkeeping services, we use an Excel based system that is usually cheaper than a bookkeeper using an online software subscription such as QuickBooks Online. You may read more about our bookkeeping services here.

Please click request a quote to find out more.

Health professionals

Our firm serves a wide array of health professionals who are either self-employed or incorporated. This includes physicians, dentists, physiotherapists, chiropractors, registered massage therapists, psychologists, counsellors, fitness trainer, dietitian, etc.

We are experienced with the various revenue compensation models and the tax deductibility of various expenditures. 

We provide a high level of service, including responding to your email and phone call by the next business day. We will also follow up with you if we haven’t heard back and will send you friendly reminders for certain important tax deadlines.

And we provide a thorough onboarding discussion to ensure you’re educated in the various accounting and tax matters that are relevant to your specific situation. We provide tailored advice every step of the way from employee to self-employment to incorporation to building your own clinic. 

If you’re incorporated, we can take care of your bookkeeping as well as the tax filings so that you can focus on building your business.

And if you’re a clinic owner, we will take the time to understand your billing system and clinic operations to ensure accuracy in the bookkeeping. Also, if you plan to sell your business in the future, we could explore the possibility to setup or reorganize your company structure so that your sales proceeds could potentially be tax-free (subject to the lifetime capital gains exemption limit).

For bookkeeping, we use an Excel based system that is usually cheaper than a bookkeeper using an online software subscription such as QuickBooks Online. To learn more, please click here for more details.

Please click request a quote to find out more.

Lawyers

Are you a lawyer who is too busy with filing your taxes?

Perhaps you got a more complicated tax situation such as having rental properties and investments that would benefit from professional tax services?

We provide professional tax advisory and tax filing services to lawyers in order to maximizing their tax savings and remain compliant with the Income Tax Act (and minimize any potential troubles from CRA 

We provide a high level of service and we will usually respond to your email and phone call by the next business day. We will also follow up with you if we haven’t heard back and will send friendly reminders for certain important tax deadlines.

We also provide bookkeeping services (except trust accounting) to lawyers who are incorporated. For bookkeeping, we use an Excel based system that is usually cheaper than a bookkeeper using an online software subscription such as QuickBooks Online. To learn more, please click here for more details.

Please click request a quote to find out more.

Consultant / Contractor

We serve consultants and contractors in various fields such as construction, building maintenance, landscaping, interior design, IT, web design, management, financial advisory, coaching, import/export, etc. 

We understand the tax situations in different professional fields and we will help you maximize your tax savings accordingly.

Whether you’re self-employed or incorporated, we have the experience to provide tailored accounting and tax advice to your situation.

We offer competitive pricing and a high level of service

We will usually respond to your email and phone call by the next business day. We will also follow up with you if we haven’t heard back and will send friendly reminders for certain important tax deadlines. 

If you’re incorporated, we can take care of your bookkeeping as well as the tax filings.

For bookkeeping, we use an Excel based system that is usually cheaper than a bookkeeper using an online software subscription such as QuickBooks Online. To learn more, please click here for more details.

Please click request a quote to find out more.

Non-Profit Organizations

We are a huge believer in the work of non-profit organizations, particularly those serving under-privileged or marginalized people. We believe in the flourishing of all human beings as well as being good stewards of our wealth and the environment. 

Therefore, we generally provide a 20% discount for the annual financial statements and tax filing services to non-profit organizations.

We are experienced with filing the T3010 Registered Charity Information Return

We strive to serve your organization well so that you may focus on serving those in need. We’re accessible and responsive, with a response time of generally the next business day for email and phone calls. 

For small organizations looking for bookkeeping services, we use an Excel based system that is usually cheaper than a bookkeeper using an online software subscription such as QuickBooks Online. To learn more, please click here for more details.

Please click request a quote to find out more.