Our primary goal as trusted advisors is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
While the use of terms like Artificial Intelligence is common today, our practice employed advanced technology years ago.
Whatever we do, we strive for efficiency and insights that can be easily missed.
We know that every client is different. Tailored and comprehensive work methods are applied. Our practice is registered with the Canadian Public Accountability Board (CPAB) – the governing body to ensure that our audits adhere to the highest quality public company auditing standards.
Accounting Financial Reporting
Our reporting services assist with financial reporting requirements to shareholders or tax authorities. We work with you to contain risk add to your existing internal controls.
Given the extent and complexity of tax obligations in most jurisdictions today, it is becoming increasingly important for individuals and families to take a more proactive approach to manage, protecting and growing their wealth and assets. Fortunately, there are many options available to individuals to do this, from exploring different investment structures and diversifying their assets to simply relocating assets to other jurisdictions.
Managing tax reporting obligations is a complex and daunting task for many high-net-worth individuals and families, mainly if several jurisdictions are involved. As tax laws and regulations are continually changing, it can be challenging to stay informed of all tax and reporting obligations required and how these are applied on a practical level. This also applies to financial institutions required to provide tax reporting information for their clients with tax obligations in other jurisdictions.
Many of our clients are family business owners and stakeholders in corporate entities, which require particular attention when considering wealth management planning, alongside our clients’ other personal assets. Family businesses are unique in that their management has to consider legal requirements, considerations of the relevant business markets at the time, and considerations of a more personal nature due to the families and generations involved in the business.
Hands down, the best and most knowledgeable tax professional I have ever worked with on either side of the border.
James’ depth of knowledge of the tax code, and his evident abilities to incisively assess a client’s needs and suggest different approaches and solutions immediately, deliver a great sense of confidence. He is able to quickly establish a plan of deliverables.
Furthermore, it leaves you as a client with a huge amount of comfort that you are in incredibly capable hands.
He is a first-rate professional in the field of taxes and my personal experience leaves me more than happy to recommend his services.
James is a consummate professional with an uncanny ability to add value to everything he does.
As a professional James is highly dedicated to his clients and has a creative mind.
In the more than several years I have known and worked with James, he has repeatedly demonstrated an unmatched technical expertise, outstanding customer focus and the highest level of professionalism.