Business Details
50+ Years
experience
Trusted Chartered Accountants in Markham, Toronto
Founded in 1967, our firm has dedicated over five decades to delivering personalized financial solutions to Canadian businesses and individuals. We specialize in accounting, tax planning, estate management, and business advisory services, serving diverse industries including real estate, retail, manufacturing, and not-for-profits. Our team of certified professionals combines advanced technical expertise with tailored strategies to address evolving financial challenges.We prioritize client relationships, ensuring transparent communication and customized support aligned with each client's unique goals. Continuous professional development and cutting-edge technology enable us to maintain industry leadership while upholding the highest standards of integrity and professionalism. Our commitment to excellence extends to compliance, risk mitigation, and fostering long-term partnerships that drive sustainable financial success.
Services
Accounting & Assurance
Tax Planning
Estate Planning
Business Valuation
Cross-Border Tax Services
Litigation Support
Financial Forecasting
Succession Planning
Details
- Year established: 1967
Highlights and features
- Over 50 years of experience serving Canadian enterprises and individuals
- Tailored financial solutions for diverse industries including real estate and manufacturing
- Team of certified professionals with advanced technical expertise
- Specialized cross-border tax planning and compliance services
- Continuous investment in professional development and technology
Associations and certifications
- Chartered Professional Accountants (CPA)
What people say
Expert tax planning
Personalized service
Reliable financial guidance
Industry expertise
Long-term partnership
Services
Accounting & Assurance
Our accounting and assurance services provide transparent financial statements with appropriate controls for business stability. We deliver audit engagements, statutory filings, and risk mitigation strategies tailored to your industry requirements. Our CPAs ensure compliance with evolving accounting standards while offering ongoing consultation for day-to-day financial management.
Tax Planning
We specialize in Canadian tax planning and compliance for individuals and corporations. Our services include cross-border taxation strategies, corporate reorganizations, and R&D claims. We help clients minimize tax liabilities while maintaining compliance with changing tax regulations through personalized planning and expert advisory.
Estate Planning
Our estate planning services facilitate orderly asset transfer while minimizing tax implications. We develop strategies for business succession, beneficiary financial security, and tax-efficient wealth preservation. Our approach combines legal compliance with long-term financial planning for individuals and business owners.
Business Valuation
Through our affiliate Valuation Support Partners Ltd., we provide detailed business valuations for litigation, succession planning, and transactions. Our services include goodwill assessments, shareholder agreement reviews, and financial damage calculations to support informed business decisions and dispute resolution.
Cross-Border Tax Services
We assist clients with cross-border tax compliance and planning between Canada and the US. Our services cover investment structuring, dual jurisdiction compliance, and tax-efficient transaction strategies. We help businesses and individuals navigate complex international tax regulations while minimizing liabilities.
People
Brian Forman
Partner
Experienced partner specializing in corporate tax strategy and cross-border financial planning with over 25 years of expertise in international taxation and business advisory services.
Mark Harendorf
Principal
Principal with extensive experience in accounting and assurance services, focusing on audit engagements and compliance strategies for mid-sized enterprises across multiple industries.
Carlo Manzerra
Partner
Partner specializing in estate planning and succession strategies, with a focus on wealth preservation and tax-efficient asset transfer solutions for business owners and professionals.
Denise Johnston
Partner
Partner with expertise in business valuation and litigation support services, providing expert testimony and financial analysis for legal proceedings and corporate transactions.
Heidi Irwin
Partner
Partner specializing in financial forecasting and business development strategies, helping clients achieve growth through data-driven projections and market analysis.
Questions
What accounting services do you offer?
We provide audit engagements, financial statement reviews, compilation services, compliance support, and customized accounting solutions for businesses of all sizes.
How do you tailor tax planning to individual needs?
Our tax professionals analyze your financial situation to create customized strategies that minimize liabilities while ensuring compliance with current tax regulations and personal goals.
Can you help with cross-border tax issues?
Yes, we specialize in cross-border taxation between Canada and the US, offering compliance strategies, investment structuring, and tax-efficient transaction planning.
What estate planning services are available?
We offer comprehensive estate planning including wills, trusts, succession strategies, and tax-efficient asset transfer solutions for individuals and business owners.
How does business valuation work?
Our valuation services include goodwill assessments, shareholder agreement reviews, and financial analysis to determine business worth for transactions or legal proceedings.
How can I schedule a consultation?
Contact us through our website or phone to book a free consultation with one of our experienced partners to discuss your financial needs.
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