Our Services

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Accounting Services

All organizations have unique accounting requirements and that keeping everything accounted for, filed and up to date is critical not only for tax purposes but also for financial management. Poor records lead to incorrect decision making.

Our staff provides a comprehensive range of Professional Personal and Business Accounting Services that you can count on and helpful advice and guidance every step of the way.

Our bookkeeping service is geared toward small to medium-sized businesses. Our bookkeepers are experienced and dedicated professionals, offering complete bookkeeping services for your business at an affordable price.

Estate Accounting

There is a duty at common law and under the Trustee Act for estate trustees, executors, administrators, and guardians to keep complete and accurate accounts of the assets under their administration. A beneficiary is entitled, on notice, to inspect the accounts and any of the supporting documentation.

Estate Accounting is not like regular accounting it requires care and skill to properly carry out Estate Accounting which are in a correct format for the Courts. We can provide this service for estates as required.  Keeping proper records cannot be emphasized enough to be sure that all legal requirements are met, failure to keep records in the correct format can have significant ramifications to the executor/trustee of an estate. 

Estate & Executor Advisory Services

What is an Executor?

While the person(s) that is named in the Last Will and Testament to administer a deceased estate is commonly referred to as an “Executor”, the legal term for this person(s) is “Personal Representative”. Each province has its own legislation, choosing their own titl for this role. For example, in Ontario it is “estate trustee” and in Quebec it is “liquidator”. For the purposes of this handbook, we will refer to the role of personal representative as the commonly referred to term, “Executor” to encompass liquidators, estate trustees, trustees and administrators.

Being requested to be an Executor

It is an honour to be asked to be an Executor of a person’s estate and it implies that you have been regarded as trustworthy and capable of carrying out the duties associated with this important task. It is also a serious responsibility that is subject to provincial law and regulation and carries with it a substantial amount of risk and liability. It is an onerous task and even a nominal estate can take 12 – 18 months to settle.

A person is not legally required to act as an Executor and can refuse the appointment. Additionally, there are a number of industry (IIROC and MFDA) related and dealer compliance rules that prevent advisors from accepting an appointment. It is essential to know the rules and if you become aware that a client has named you as an Executor you should immediately advise your dealer.

This handbook provides a solid overview of estate settlement procedures and will provide you with some useful information to understand the process and how an estate should be settled in a timely and competent fashion. It is important to note that this handbook is not legal advice and is not a substitute for the advice of legal counsel. As will be described, there are numerous legal aspects to settling an estate and an Executor needs to seek legal (and other professional) counsel to administer an estate.

Our office provides services in regards to Estates and Trusts, it can be a daunting task to carry out the wishes and direction of a deceased individual, it is critical and crucial for an executor to carry out the duties of the estate in a correct manner in order to avoid possible liabilities and or potential lawsuits, our office offers consulting services to assist Executor and Trustees of an Estate, our services in this area are offered by a Certified Executor Advisor.

We also prepare final T1 Terminal Tax Returns, Returns for Rights or Things and Trust Returns

We provide estate accounting services estate accounting is the process of documenting and managing the assets and liabilities of a deceased person’s estate. It necessary to ensure that the assets are distributed according to the will or provincial laws and that all debts and taxes are paid off. Estate accounting can also help avoid disputes among beneficiaries and protect the executor from legal liability.

In summary, estate accounting is necessary to ensure that the deceased person’s wishes are respected and that their assets are distributed correctly.

Management Consulting

Our management consulting services can help you achieve your goals, we work with you to identify areas of improvement and develop a plan to help you achieve your goals.

Whether you need assistance in strategy development or process improvement and ongoing support we can provide expertise in those areas, do not let your business stagnate, call for an appointment to discuss your needs.

Tax Services

We offer expert income tax preparation services for both individuals and businesses in Cambridge and the surrounding areas. Our team of experienced tax advisors is dedicated to helping you navigate the complex tax system and maximize your tax savings.

For individuals, we offer a range of tax services, including personal tax planning, tax return preparation, and tax audit assistance. Whether you’re a student, a retiree, or a working professional, we can help you file your taxes accurately and on time, while minimizing your tax liability.

For businesses, we provide comprehensive corporate tax services, including tax planning, tax compliance, and tax audit representation.

We understand the unique tax challenges faced by businesses of all sizes and types, and we can help you navigate the tax landscape with confidence.

We are committed to providing affordable tax preparation rates in Cambridge, without sacrificing the quality of our services. We use the latest tax technology and tools to ensure accurate and efficient tax preparation, while providing personalized attention and advice to every client.

You can trust that you are working with a team of trusted tax advisors with over 39 years of experience. Contact us today to learn more about our income tax preparation services in Cambridge and how we can help you achieve your tax goals.

Our office can prepare your Personal tax and Corporate Tax Returns.

Business Name Services

We provide business name and related services:

Our services include minute books and initial resolutions to start off new Incorporations.

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