SERVICES

We pride ourselves in looking after our clients.

ACCOUNTING & ASSURANCE

ACCOUNTING & ASSURANCE

We provide a wide variety of accounting and assurance services including assistance in the preparation of financial statements, compilation engagement with “Notice to Reader” report attached, financial statement audits, review engagements, preparation of financial forecasts, and audit and review of financial information other than financial statements. We endeavour to discuss client accounting needs and the level of assurance required well in advance of performing any engagement.

BUSINESS ADVISORY

BUSINESS ADVISORY

We can assist you at the start up and dissolution phases of your business by coaching you through the process and providing support with CRA requirements. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. We also aid in advising you on the purchase or sale of a business by performing due diligence procedures on behalf of the purchaser and addressing the structure and tax issues related to the transaction.

TAX & ESTATE PLANNING

TAX & ESTATE PLANNING

We aim to optimize your personal and corporate tax position annually. We provide a number of different Canadian tax services such as: T1 Personal tax return preparation, T2 Corporate tax return preparation, T3 Trust return preparation, T4/T5 information return preparation, preparation of tax filings for tax deferred transactions, capital dividend transactions, preparation of Notice of Objections and CRA representation. We consult on estate and succession planning matters for family owned businesses and assist with the restructuring of companies within related groups.

ACCOUNTING SOFTWARE & SUPPORT

ACCOUNTING SOFTWARE & SUPPORT

With our understanding of the technology in today’s market, we provide you with the support and tools you
need to better manage your time. By showing you how to efficiently handle administrative tasks like bookkeeping and accounting duties, we allow you to focus on what matters most; growing your business. We understand
that every minute 
counts so we aim to supply you
with the knowledge to complete these tasks
with accuracy and ease. 

ABOUT US

Harvey E. Moscoe CPA, CA, LPA

Memberships & Committees:

  • Canadian Tax Foundation
  • Past Secretary, Taxation Committee OICA
  • Past Secretary, Estate Planning Council of Toronto
  • Past Member, United Jewish Welfare Fund Professional Advisory Committee
  • Co-Author, Brief on Taxation to Government of Ontario
  • Committee Work with Toronto District Taxation Office

Jonah S. Pearson CPA, CA, LPA

Memberships & Committees:

  • Canadian Tax Foundation
  • Past Member, Estate Planning Council of Toronto
  • Past Board Member, ALS Society of Ontario
  • Past Board Member, Habayit Shelanu
  • Past Board Member, Answering T.T.P. Foundation