Forensic Accounting
Work on disputes, investigations, and files that need the numbers explained to counsel or a court. Litigation support and expert-witness work are included when the engagement calls for them.
Services
Accounting and valuation services
Accounting, tax, forensic accounting, valuation, and related work for businesses across Ontario.
Audit and Accounting
Year-end financial statements, audit or review where needed, corporate tax, and the ordinary work of keeping a private company in good order.
Family Business Office
Accounting, tax, and valuation for families that own an operating company, including succession and reorganizations.
Succession and tax planningHigh Net-Worth Individuals
Personal tax and related planning when affairs go beyond a simple return, often alongside a private company or a family business.
Owner Managed Businesses
Year-end, tax, and practical advice for incorporated companies. This is the core of the practice.
Ontario accountantSR&ED and Government Incentives
Help identifying and documenting Scientific Research and Experimental Development claims and other government incentive programs.
Succession and Tax Planning
Planning for a sale, an estate freeze, or a transfer to the next generation. Tax-aware structure, and a supportable value when needed.
Selling a businessBusiness Valuation
Independent business and securities valuation for purchase and sale, shareholder issues, reorganizations, family law, insurance, and estates.
Business valuationBuying a Business
Financial due diligence, share versus asset analysis, and deal structure for buyers acquiring a company in Ontario.
Buying a businessSelling a Business
Cleaner financials, a supportable view of value, and an early look at tax and structure. This practice does not broker businesses.
Selling a businessAccounting, valuation, and forensic work
Accounting and tax for private companies is the everyday practice. Valuation, buying or selling a business, and forensic accounting (including litigation support and expert-witness work) sit in the same practice.
The office is in Toronto. Clients across Ontario are served from there. SeeOntario accountant,Toronto accountant,North York accountant, andindustries.
Complimentary discussion
Call or email. A short first conversation is usually enough to see if the work belongs here.