Client Services

Our strength is taxation. Norman has saved clients millions of dollars in taxes over his career with his extensive knowledge of federal, provincial and commodity tax legislation. Practicing for over 30 years as a Canadian Chartered Accountant (CA), Norman is also a licensed Certified Financial Planner (CFP) and Certified Public Accountant (CPA) in the State of Illinois, USA. As is a member of the Canadian Tax Foundation since 1989, he has made a number of presentations to a variety of audiences throughout his career. Over thirty years of experience allows both individual and corporate clients to enjoy personalized, quality service that is reasonably priced. Listed below are just some of the services Norman and his office offers clients, together with a brief description of each.

Call our office to discuss the services you require by clicking on CONTACT INFO above.


Accounting Services

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Go To Top

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Go To Top


Well-organized financial records ensure that your business operations will run more efficiently and are the foundation of a successful business. We assist you with the day-to-day tasks associated with bookkeeping. Including setting up first time businesses with the right software accounting package/s.

Go To Top

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Go To Top

Financial Statements

We can assist you in the preparation of your financial statements in accordance with the Chartered Accountants of Ontario professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. See also Audits, Review and Compilations.

Go To Top

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Go To Top

Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. We also develop tax-minimization strategies to optimize your after-tax position.

Go To Top

Federal and Provincial Sales Tax (GST, HST, PST and QST)

Many clients are responsible for collecting and submitting sales taxes in many jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Go To Top

Immigration and Emigration

Canadian tax law includes a number of special rules that apply to immigrants and emigrants. We can advise both individuals and corporations planning to establish or relinquish Canadian residency.

Go To Top

U.S. and International Taxation

We advised clients on the implications of the foreign accrued property income rules. We of course prepare US personal (1040) and corporate (1120) tax returns.

Go To Top

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Go To Top

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Go To Top

Other Services

Disaster Recovery Planning

An unforeseen emergency, such as fire or natural disaster, can be devastating to your business. Our team of professionals will help you assess potential vulnerabilities and develop a plan to facilitate recovery from a crisis affecting your normal business operations.

Go To Top

Internet Commerce

If your business is not on the Web, it needs to be. We can help you determine if your company would benefit from setting up a "virtual storefront" on the Internet and assist in implementing adequate systems and controls.

Go To Top

Personal Debt Management Credit Consolidation

Personal debt in Canada stands at a record high, and it is not unusual for individuals to experience temporary financial difficulties. We can help you recover your financial health by developing strategies for orderly retirement of debt, or, if necessary, implementing a personal bankruptcy, outline options, and explain what is involved.

Go To Top

Privacy Compliance

The federal Personal Information Protection and Electronic Documents Act provides strict rules for the protection of personal information held by Canadian businesses. Not only is compliance mandatory for most commercial enterprises, your commitment to privacy is an important factor in your relationship with your customers. We assist you in identifying privacy risks, developing policies and procedures, and implementing any systems or organizational changes necessary to ensure that personal information in your possession is well protected.

Go To Top

Consulting Services

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that may enable you to achieve your goals and strengthen your financial security.

Go To Top

Purchase and Sale of a Business

Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.

Go To Top

Computer Consulting

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced staff can assist you with many of the difficult decisions that must be made when designing your business's computer systems.

Go To Top