Client Services

We have listed the services that we offer to our clients, together with a brief description.

Compilations of Financial Reports

Compilations of financial reports differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed. Business people in financial meeting

Tax Services

Tax services offered include:
  • Tax planning for individuals and corporations
  • Tax return preparation for:
    • Individuals
    • Estates and trusts

Consulting Services

  • Financial and retirement planning
  • Estate planning

Client Centre

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