Reliable To Deliver Quality Results Every Time
Quality Accounting, Done Locally
London, Ontario CPA Firm | Corporate & Estate Tax Accountants
Corporate Tax Accounting & Restructuring
We go beyond standard compliance to design tailored tax plans that allow Canadian Controlled Private Corporations (CCPCs) to confidently grow, transition, or restructure.
Reorganizations & Tax Planning: Expert handling of Section 85 rollover elections, capital dividend elections, and comprehensive tax mitigation strategies.
Business Transition: Strategic succession planning to ensure your business is passed on or sold in the most tax-efficient manner possible.
Corporate Investing: Advanced structuring for managing surplus corporate investments and creditor-proofing your valuable assets.
Estate & Trust Tax Planning
We work with executors and families on estates of all sizes to protect wealth and navigate complex private company shares.
Pre-Mortem Planning: Minimizing tax liabilities, utilizing spousal trusts, and succession directives.
Post-Mortem Strategies: Pipeline Strategies to prevent double taxation on CCPC shares.
Estate Compliance: Terminal Returns, T3 Trust Returns, and securing CRA Clearance Certificates.
Corporate & Estate Tax Accounting Services in London, Ontario
Estate Tax Accountant
- Complex Pre & Post Mortem Planning
- Terminal Returns
- Rights or Things Returns
- Estate Trust Returns
- Clearance Certificates
- Donation Optimization
Corporate Tax Accountant
- Compilation Engagements (CSRS 4200)
- Business Transition Planning
- Creditor Proofing
- Surplus Corporate Investing
- Tax Mitigation Strategies
Compliance
- Corporate Tax Returns
- Section 85 Rollover Elections
- Capital Dividend Elections
- CRA Reviews
We are a Registered CPA Firm
What is CPA?
A Chartered Professional Accountant (CPA) is a financial expert known for integrity, leadership, and strategic knowledge.
CPAs provide accounting, auditing, and tax services while ensuring compliance and guiding financial success.
With rigorous certification and ethical standards, they play a key role in responsible financial management and business growth.
Do you need a CPA?
A CPA is essential for small businesses navigating complex tax regulations. CPAs undergo many years of training and ongoing certification.
Beyond tax preparation, a CPA specializing in Tax can help structure and re-organize your business as you grow.
However, not all CPAs are trained equally. Look for a CPA who has completed the CPA Canada’s In Depth Course, a 3 year Tax Specialist Course.
Meet Our London, Ontario CPA Team
Robert Ng, CPA, CA
Isabel Stanley, HBC
Luke Jackson
Christie Roberts, CPA, CGA
Client Service Prioritized
Your Trusted Corporate & Estate Tax Accountant in London, Ontario
