Resources

Preparing you for the next step.

Whether you’re looking to learn or need quick advice, we have helpful articles that provide you with the answers you want.

Understanding Accounting

AUDIT REQUIREMENTS FOR NOT-FOR-PROFITS

Learn more about the audit requirements facing not-for-profit organizations and ensure you are staying compliant.

Professional Corporations in Ontario

Learn more about the proclamation of the professional incorporation provisions allowing a number of regulated professionals to incorporate their practices in Ontario, occurred on November 1, 2001.

Personal Service Businesses

A Personal Services Business is a punitive designation under the Income Tax Act that taxes income in a corporation at a high rate and disallows deductions and expenses. This memo has been written to help our clients identify if they are a shareholder in a Personal Services Business and what can be done about it.

Estates & Income Tax

This guide deals with complex matters and may not apply to particular facts and circumstances. As well, the information reflects laws and practices that are subject to change. This guide should not be relied on as a substitute for professional advice.

Business Management Services

Youʼre not an accountant and you want to spend your time doing what you do best, not spending your time on complex accounting issues.

Checklists

Trust Checklist

A checklist of necessary items required for a Trust.

Terminal Return & Estate Checklist

A checklist of necessary items required for terminal return & estate

Items Needed to Provide Audit Quote

A checklist of necessary items required for requesting an audit quote.