CPA-led accounting and tax support for individuals, contractors, freelancers, landlords, and small businesses across Ontario and Canada. Hands-on help, plain-English explanations, and organized documentation — no big-firm complexity.
From personal tax returns to bookkeeping cleanup and HST/GST filings, I provide practical CPA support tailored to your situation.
Help organizing and reviewing your personal tax return — income, deductions, credits, and CRA filing coordination.
Tax support for freelancers, contractors, and self-employed individuals — business income, expenses, and filing guidance.
Organized, accurate bookkeeping for small businesses — transaction categorization, reconciliations, and financial tracking.
Fix messy or unreconciled QuickBooks files, catch up on months of backlogged bookkeeping, and prepare clean records for year-end.
Guidance on when to register, how to track input tax credits, and practical support for filing your HST/GST returns.
Coordination support for corporate tax filings, year-end preparation, and working with your accountant or filing advisor.
Support for tracking payroll, source deductions, and CRA remittance requirements — keeping you organized and on time.
Preparation of income statements and balance sheets to support your internal decisions, lenders, or year-end filings.
Structured month-end process support — bank and credit card reconciliations, account reviews, and clean closing entries.
Help understanding and organizing documents in response to CRA requests, notices, or assessment reviews.
General discussion of Canada/U.S. tax considerations for cross-border situations. Note: complex filings may require specialized review beyond the scope of these services.
I work with a wide range of individuals and businesses who need practical, organized accounting and tax support.
If any of these sound familiar, you're in the right place.
You get a designated CPA with real experience — not a junior staff member and not a generalist app.
Professionally designated CPA with training in financial reporting, tax, and compliance.
Experience reviewing financial processes, internal controls, and ensuring accuracy — not just filing forms.
I explain your financial situation in language that makes sense, so you understand what's happening and why.
Every engagement focuses on getting the numbers right, staying compliant with CRA, and supporting your decisions.
I help you build organized, reliable records — not just fix the immediate problem.
You work directly with a CPA, not through layers of staff. Your situation gets proper attention.
Three focused service packages built around what individuals and small businesses actually need. Final pricing depends on complexity, volume, and deadlines — contact me to discuss.
For individuals, self-employed workers, contractors, and landlords
For businesses behind on bookkeeping or with messy records
For small businesses that need ongoing accounting and advisory support
A straightforward four-step process — no surprises, no complexity, just organized progress.
We talk about your situation, what you need, and whether we're a good fit. No obligation.
I review what you've shared, ask the right questions, and confirm the scope of work.
I work through your bookkeeping, tax documents, filings, or reconciliations — accurately and thoroughly.
You receive a clear summary of what was done, what it means, and what to do next. Ongoing support available.
A few important things to know before we work together.
Your financial information is treated with full confidentiality and professional care throughout our engagement.
All tax and accounting advice is based on the specific facts, documents, and circumstances you provide. Situations vary.
I provide accounting, bookkeeping, and tax support — not legal advice. Legal questions should be directed to a qualified lawyer.
Final pricing depends on complexity, volume, and deadlines. This is discussed and agreed upon before work begins.
Engagement terms are confirmed in writing before professional services are provided. No surprises.
Cross-border Canada/U.S. tax matters may require specialized review depending on the complexity of the situation.
Tell me a bit about your situation and I'll follow up to schedule a short, no-obligation call.
Your information is kept strictly confidential. I'll respond within 1–2 business days.
Book a free intro call today — no obligation, no jargon, just a practical conversation.
Disclaimer: Information on this website is general in nature and does not constitute formal tax, accounting, legal, or financial advice. Engagement terms must be agreed upon in writing before professional services are provided. All advice and filings depend on a full review of the client's documents, facts, and specific circumstances. U.S. or cross-border tax matters may require specialized review depending on the complexity of the situation. Services are not a substitute for legal advice.