Business Details
9 Years
experience
Your Trusted Accounting & Business Development Partner in Scarborough
Founded in 2017, Cammtac Financial Planning has established itself as a trusted partner for accounting, tax preparation, and business development solutions. With over 25 years of combined experience in the Canadian marketplace, our team of knowledgeable professionals prioritizes client financial prosperity through personalized service and strategic guidance. We specialize in income tax return preparation, accounting/bookkeeping, investment planning, insurance solutions, and technology enablement services tailored to small and medium businesses, families, and professionals.Our commitment to staying current with legislative changes ensures accurate, ethical compliance while advocating for clients in disputes with tax authorities. By maintaining seven-day accessibility and leveraging technology-driven solutions, we deliver fast, reliable support that aligns with both present needs and future goals.
Services
Income Tax Preparation
Accounting & Bookkeeping
Investment Planning
Insurance Solutions
Business Development
Mortgage Arrangement
Technology Enablement
Details
- Year established: 2017
Highlights and features
- We have over 25 years of combined experience in Canadian accounting and tax services
- Our team provides seven-day accessibility for urgent client needs
- Specialized expertise in tax minimization strategies and CRA dispute resolution
- Technology-enabled solutions for enhanced operational efficiency
- Comprehensive service range covering accounting, tax, insurance, and business growth
Services
Income Tax Preparation
Our expert tax professionals specialize in preparing and filing personal and business income tax returns with precision and compliance. We employ ethical tax minimization strategies while ensuring adherence to CRA regulations. Our services include audit representation, dispute resolution, and tax planning for Canadians working internationally or retiring abroad.
Accounting & Bookkeeping
We provide comprehensive accounting solutions tailored to businesses of all sizes, including bookkeeping, financial statement preparation, and tax accounting. Our services ensure accurate record-keeping, improved financial visibility, and compliance with regulatory requirements while clients focus on core business operations.
Business Development
Our business development services include succession planning, incorporation assistance, and access to financing solutions. We help businesses structure operations for tax efficiency, prepare shareholder agreements, and develop strategies for sustainable growth and seamless transitions.
Investment Planning
We create personalized investment strategies encompassing RRSPs, RESPs, mutual funds, and real estate investments. Our approach focuses on aligning investment vehicles with individual financial goals while ensuring proper risk management and long-term wealth accumulation.
Insurance Solutions
We offer comprehensive insurance products including life, disability, critical illness, and long-term care coverage. Our solutions protect families and businesses from financial risks while providing tax-advantaged benefits and customized policy structures to meet specific needs.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial statement preparation, payroll processing, and tax compliance for small and medium businesses.
Do you handle tax preparation for international residents?
Yes, we specialize in preparing tax returns for Canadians living or working internationally, ensuring compliance with cross-border tax regulations.
What investment options are available through your firm?
We offer RRSPs, RESPs, mutual funds, real estate investments, and customized portfolio strategies tailored to individual financial goals.
Can you assist with business succession planning?
Yes, our business development team provides succession planning services including identifying key positions, talent matching, and transition strategy development.
What insurance products do you recommend for families?
We offer comprehensive family protection plans including life insurance, critical illness coverage, disability insurance, and long-term care policies.
