Business Details
47 Years
experience
Calgary-Based Accounting & Tax Advisory Services
Since 1979, our team of Chartered Professional Accountants has provided tailored accounting and tax solutions to businesses, not-for-profits, and individuals. Our mid-sized firm combines deep technical expertise with personalized service, prioritizing long-term client relationships over transactional interactions. We specialize in complex financial reporting frameworks, including International Financial Reporting Standards and Accounting Standards for Private Enterprises.Our collaborative approach ensures tax, financial, and legal planning align seamlessly with clients' strategic goals. With partners averaging over 25 years of experience, we deliver actionable insights for business growth, succession planning, and cross-border tax matters. Our Calgary-based team maintains strategic alliances to address specialized needs while ensuring consistent, high-quality service delivery.
Services
Audit & Assurance
Tax Compliance
Corporate Tax Returns
Financial Reporting
Tax Planning
Details
- Year established: 1979
Highlights and features
- We've specialized in complex tax and accounting since 1979
- Direct access to experienced partners for all clients
- Expertise in multiple financial reporting frameworks
- Strategic alliances for specialized cross-border tax needs
- Tailored solutions for business growth and succession planning
Services
Audit & Assurance
Our audit services provide independent assurance opinions using Canadian and international financial reporting standards. We specialize in meeting lender requirements for growing businesses needing higher-level financial reporting. Our team delivers comprehensive audit reports that ensure regulatory compliance while identifying operational improvements. With partners averaging 25+ years' experience, we maintain strict adherence to professional standards while delivering actionable business insights.
Tax Compliance
We handle all corporate and personal tax compliance requirements including corporate returns, trust filings, and GST/HST reporting. Our expertise extends to complex cross-border tax situations through strategic partnerships. We ensure timely, accurate submissions while identifying potential tax-saving opportunities during the compliance process. Our team maintains up-to-date knowledge of changing tax regulations to guarantee complete compliance.
Business Advisory
Our advisory services focus on business succession planning, financing strategies, and operational growth consulting. We work closely with owners to develop tailored exit strategies and financial preparation plans. Our partners bring industry-specific expertise to help clients make informed decisions about business structure, expansion, and risk management. This service integrates with tax and financial planning for comprehensive solutions.
Tax Planning
We develop customized tax planning strategies including estate freezes, business reorganizations, and succession plans. Our approach considers both immediate tax liabilities and long-term wealth preservation goals. The team leverages deep expertise in corporate restructuring and estate planning to minimize tax exposure while supporting business growth objectives. Strategic alliances enhance our capabilities for complex cross-border situations.
Financial Reporting
We prepare financial statements under multiple reporting frameworks including IFRS and ASPE. Our services meet the needs of private enterprises, not-for-profits, and owner-managed businesses. We ensure compliance with regulatory requirements while providing clear financial insights. The team specializes in converting complex financial data into actionable reports that support informed business decision-making for stakeholders.
People
Mason Nicoll
Partner
CPA, CA with 30+ years' experience specializing in insurance, medical professions, and tradespeople. Focuses on strategic financial planning and audit assurance services for Calgary-based businesses.
Tyson Schmidt
Partner
CPA, CA with expertise in manufacturing, real estate, and not-for-profit sectors. Specializes in helping businesses navigate complex tax regulations and financial growth strategies.
Jan Hulme
Partner
CPA, CA serving consultants, insurance companies, and female business owners. Focuses on tailored financial solutions and long-term business advisory relationships.
Brendan Blair
Partner
CPA, CA with specialization in engineering consulting and investment counsel sectors. Provides strategic tax planning and audit services to complex organizations.
Preet Khinda
Partner
CPA, CA offering expertise in medical professions, not-for-profits, and estate tax planning. Combines technical knowledge with personalized client service approaches.
Questions
What accounting frameworks do you specialize in?
We work with International Financial Reporting Standards, Accounting Standards for Private Enterprises, and Accounting Standards for Not-for-Profit Organizations.
Do you handle cross-border tax matters?
Yes, we have strategic alliances with US-based firms to handle cross-border tax issues and US tax compliance for Canadian clients.
How do you approach business advisory services?
Our partners collaborate with your team to align tax, financial, and legal planning with your business strategy for optimal outcomes.
What industries do you serve?
We specialize in insurance, real estate, manufacturing, medical professions, engineering consulting, and investment holding companies.
How quickly can I expect a response?
We guarantee a response within 24 hours of initial contact through our Calgary office team.
Do you offer personalized tax planning?
Yes, our tax planning includes succession strategies, estate freezes, and corporate reorganizations tailored to your specific needs.
