Client Services
I offer a range of services to my individual and corporate clients. These services are listed below, with a brief description.


Please do not hesitate to contact me directly to inquire about a service if you do not see it listed below.


Accounting Services

Accounting Services

I am committed to providing financial information to my clients in a timely and accurate manner. If your business is a sole-proprietorship, partnership or corporation, I can provide accounting services to meet the needs of your business, including:

*Financial statement preparation for management use and for year-end tax filings

*Annual bookkeeping for year-end financial statements

*Accounting system setup for new businesses

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Tax Services

Tax Services

I enjoy tax. Yes, you read that right! Tax laws and legislation are constantly changing which makes tax compliance and reporting increasingly complex. I can help you with your tax reporting obligations and also provide you with tax planning advice to optimize your after-tax position for both your current and future tax liabilities. Tax services offered include, but are not limited to:

*Tax planning for individuals and corporations

*Return preparation for

- Individuals (T1 return)

- Non-residents

- Section 216 returns

- Deceased (terminal) returns

- Corporations (T2 return)

- Estates and trusts (T3 return)

- Not-for-profit organizations

*GST compliance

*Tax considerations in matrimonial settlements

*Tax effects of buying/selling a business

*Tax effective retirement and estate planning

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Consulting Services

Business Consulting

Do you need help to identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound? In addition to acting as a sounding board for management, I can provide comprehensive, flexible strategies that address the issues affecting your business. The following are a few areas in which I can provide consulting services:

*Cash flow and budgeting analysis

*Internal control systems

*Business start-up

*Debt management

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Other Services

Other Services

With over ten years in association management, my experience focused in the area of certification and testing, designing and developing policies and standards for national certification examinations. I continue to provide consulting services in this specialized area. Please contact me for more details.

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