Our services
Five specialties. One standard.
Every engagement is led by a co-founder, not a junior. You speak directly to the person who signs your returns.
Our services
Five specialties. One standard.
Every engagement is led by a co-founder, not a junior. You speak directly to the person who signs your returns.
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I.
Corporate tax and financial statements
Corporate compliance and structured financial statements.
Preparation of corporate tax returns and structured financial statements designed to meet the requirements of your lenders, investors, and review processes — on time, with rigor.
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II.
Corporate reorganization
Rollovers, freezes, family trusts.
Strategic restructuring solutions that fuel growth. Section 85 rollovers, estate freezes, family trusts, holding structures — every transformation is designed to optimize tax and prepare for the next stage.
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III.
Accounting strategy
Fractional CFO · KPIs · cash forecasting.
Rigorous accounting control that goes beyond filing. Monthly dashboards, cash flow forecasts, performance indicators — the transparency and discipline of an in-house CFO, without the commitment.
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IV.
Tax strategy
Proactive planning, not reactive.
Proactive tax planning that anticipates change. Opportunity identification, capital-loss harvesting, dividend-vs-salary mix, income sequencing — over a 3- to 5-year horizon, not a single tax year.
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V.
General tax services
Personal returns + family trusts.
Tax support for individuals and families: T1 / TP1 returns, trust returns, ad-hoc advice during the year. The accessible entry point before strategic engagements.
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Contact
Let's discuss your file.
Complimentary 30-minute first consultation. No obligation.
- Office
- 83 Rue Alexandre
Salaberry-de-Valleyfield (QC) J6S 1S6
Or write to us
A co-founder will reply within 24 business hours.