Our Services

Tax Planning & Compliance

Optimized strategies with a proactive approach
We provide comprehensive Canadian tax planning and compliance services tailored to private enterprises, professionals, and high-net-worth individuals. Our approach goes beyond filing — we help structure your affairs to minimize tax, ensure compliance, and support long-term goals.

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Our expertise includes:

• Corporate reorganizations

• Intergenerational wealth transfers

• Foreign reporting requirements

• Sales tax (GST/HST) matters

Accounting Services

Clarity and confidence in your numbers
Accurate financial reporting is the foundation of good decision-making. We offer Compilation Engagements that meet Canadian standards and give you a clear picture of your financial position. Our goal is to provide reporting that is both reliable and practical, helping you plan for the future with confidence.

Inbound Tax Advisory

Navigating international opportunities and obligations
With connections and experiences in helping Canada–China business, we help clients manage the complexities of foreign reporting compliance and planning. From individuals with international assets to businesses expanding from China to Canada, we provide trusted guidance that bridges cultural and regulatory differences.

Fractional CFO & Controller Services

Strategic financial leadership, without the full-time cost
Growing businesses often need financial oversight and strategic insight but may not be ready for a full-time CFO. Our fractional CFO and controller services deliver exactly that — tailored leadership when you need it.

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Support includes:

• Budgeting and forecasting

• Cash flow management

• Lender and board reporting

• Aligning financial strategy with business operations