You run your business. We'll handle the rest.
Four core services for individuals and owner-operated businesses in Durham Region and the GTA. Owner-operated, fixed-fee, quoted up front.
Tax laws are complex. We handle it all.
Personal and corporate returns filed on time, every year. Facing an audit or behind on filings? We'll prepare the response and resolve it.
Tax preparation is the backbone of what we do. As a Whitby Chartered Professional Accountant, Elena handles personal and corporate tax returns (T1 and T2) for individuals and businesses across Durham Region, plus HST/GST filings, year-end tax planning, and CRA correspondence when it lands. Most owner-managed businesses we work with come to us because their previous tax accountant treated filing as a once-a-year transaction. We treat it as ongoing strategy. That means tax-planning conversations in October, not panic emails in April. If you're behind on filings or facing a CRA review, we'll prepare the response, organize the records, and resolve the file end-to-end.
- Personal & corporate returns (T1, T2)
- HST / GST filings
- CRA dispute resolution
- Tax planning & forecasting
Books kept clean so year-end stops being a scramble.
Every expense tracked, every record accurate, everything up to date. We keep your books in order so you can focus on running the business.
Clean books are the difference between a year-end that takes two weeks and one that takes two days. Our bookkeeping services keep monthly transactions reconciled, payroll remitted on time, and HST tracked correctly so nothing surprises you when corporate tax returns are due. We work in QuickBooks Online and Xero (and we'll migrate you between them if your current setup is fighting you), reconcile bank and credit card feeds monthly, and flag anything that looks unusual before it compounds. Small business owners in Whitby and across Durham Region typically come to us mid-year, frustrated with bookkeeping cleanup billed by the hour. We quote the engagement up front.
- Monthly bookkeeping & reconciliation
- Payroll processing
- HST tracking and remittance
- QuickBooks / Xero setup
Tailored accounting for individuals and businesses.
Strategic insights that go beyond compliance. Financial statements, corporate filings, and advisory support that match how you actually run.
Accounting goes beyond the tax filing. We prepare compilation engagements and year-end financial statements for incorporated businesses, manage CRA filings beyond the corporate tax return, and produce monthly or quarterly management reports so you actually know how the business is performing in real time. Most owners we serve don't need an audit. They need a clean set of numbers their bank, their lender, or their next investor can rely on. That's what compilation engagements deliver. For self-employed professionals and individuals with rental, investment, or estate income, we also handle the personal accounting side and tie it back to your overall tax position.
- Compilation engagements
- Financial statement preparation
- Year-end accounting
- Management reporting
Financial strategy for owners who want better answers.
Cash flow forecasting, compensation planning, and growth strategy. Tailored guidance to maximize profitability and reduce risk.
Consulting is where the math gets interesting. Once compliance is handled, we work with owners on the strategic side: should you incorporate, how should you pay yourself, what compensation mix makes sense for your tax bracket and personal cash needs, when the math supports buying versus leasing, and how to structure the business to sell or pass on cleanly years down the road. We do cash flow forecasting for businesses approaching a growth or hiring decision, succession planning for owners thinking about exit, and acquisition support when a competitor or partner is on the market. Plain-language advisory, not jargon.
- Incorporation & compensation planning
- Cash flow forecasting
- Acquisition & succession planning
- Performance analysis
Local CPA support for Durham Region business owners.
We work with small business owners and individuals across Whitby, Oshawa, Ajax, Pickering, Clarington, and the rest of Durham Region. Engagements are quoted up front, fixed-fee, and owner-operated. Elena answers her own emails. There’s no junior associate handing your file off to a different firm next quarter.