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Let Us Help Make Your Life Easier

Who We Serve From individuals to large corporations and trusts, we're here to help

We build long-lasting relationships with our clients, taking the time to truly understand their needs and desires. Our aim is to help them create a prosperous

future and collaborate towards achieving their financial goals. Whatever those may be.

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01

individuals

We help individuals with tax preparation, tax planning, tax and related government audit support, budgeting and estate planning. We stay up to date on tax laws so we can take the guesswork and stress out of tax season, preparing and electronically submitting your taxes on time, while maximizing refunds and deductions.

02

businesses

We offer everything from ongoing bookkeeping to payroll functions, financing assistance, budgeting, tax preparation and compliance to business advisory and succession planning. As public accountants licensed by the Province of Ontario we can audit, review and prepare your financial statements.

03

charities & not‑for‑profits

With our wealth of experience, we guide local organizations, condominium corporations, charities and not-for-profit organizations to run successfully. As public accountants licensed by the Province of Ontario we can audit, review and prepare your financial statements.

04

trusts

Trusts can be created by the death of a loved one, to facilitate succession planning or for other purposes. We provide on-going support for many types of trusts.

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Book a consultation with Joel Lipchitz today. He will gather your questions, issues, and/or aspirations and resolve the matter on the spot or formulate a plan to move forward and start maximizing your wealth and health.

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File Your Taxes

Submit your documents, relax and we'll take care of the rest. Submit