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We are a small business that understands small business needs.

What we do

As a full-service accounting firm, we specialize in supporting owner-managed businesses, non-profit organizations and registered charities as well as in tax planning and the preparation of personal and estate tax returns.

For Corporations

We provide cost-effective audits, reviews and financial statement compilations for owner-managed businesses, manufacturing and retail businesses and investment corporations. We also provide related taxation services including corporation tax, HST, government filings for payroll and interest and dividends (T4s and T5s).

Sole Proprietors and Professionals

For sole proprietorships and professionals we offer financial statement compilations and assistance with government payroll and HST filings.

For Individuals

We provide tax planning and preparation services for personal tax returns, final tax returns and estate/trust returns.

For Non-Profit Organizations and Registered Charities

These organizations have unique accounting needs, and we provide audit, review and compilation services for non-profit organizations and registered charities. We can also assist in the preparation of any tax returns required including T2 Corporate returns, Non-Profit Organization Information returns, Registered Charity Information Returns, HST and payroll.

6 West Street North, Suite 300, Orillia, Ontario, L3V 5B8
Phone 705-325-0094    Fax 705-325-0097