Business Details
38 Years
experience
Your Trusted Calgary Accounting Partner for Tax and Business Advisory Services
Established in 1988, our firm has dedicated over three decades to serving Alberta business owners with comprehensive accounting, taxation, and advisory services. Our team combines deep industry expertise with a personalized approach, focusing on long-term client relationships and tailored solutions. We specialize in construction industry accounting, small business tax planning, and corporate restructuring, supported by strategic partnerships with specialists in legal, insurance, and financial planning.Our professionals maintain active involvement in industry associations and continuous education to stay ahead of evolving accounting standards and tax regulations. With a commitment to transparency and client empowerment, we provide actionable insights that drive business growth and financial success.
Services
Accounting Services
Tax Planning
Business Advisory
Corporate Restructuring
Succession Planning
SR&ED Claims
Financial Planning
Construction Industry Accounting
Not-for-Profit Accounting
Corporate Tax Compliance
Details
- Year established: 1988
Highlights and features
- We offer 36 years of specialized experience in Alberta business taxation.
- Our team includes CPAs with construction industry accounting expertise.
- We provide personalized service through direct partner-client interactions.
- Our professionals maintain active involvement in tax law education and updates.
- We coordinate with specialists for comprehensive business solutions.
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation, bookkeeping, and corporate record maintenance. Our team ensures accurate reporting aligned with current accounting standards while maintaining personalized client oversight. With expertise across multiple industries, we deliver tailored solutions that support informed business decision-making and regulatory compliance.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic timing of deductions, income splitting, and utilization of available credits. We specialize in small business tax optimization and construction industry-specific tax considerations. Continuous monitoring of legislative changes ensures clients receive up-to-date advice that maximizes tax efficiency while maintaining full compliance.
Business Advisory
We offer strategic business advisory services covering corporate structure optimization, succession planning, and financial management. Our advisors collaborate with specialists in legal, insurance, and financial sectors to provide holistic solutions. This comprehensive approach helps businesses navigate growth challenges, regulatory requirements, and industry-specific complexities with confidence.
Construction Industry Accounting
Specialized accounting services for construction firms address unique challenges including job costing, bonding requirements, and project-based financial reporting. Our team understands industry-specific regulations and financing needs. We implement systems that track costs accurately while providing actionable insights to improve project profitability and operational efficiency for companies of all sizes.
Succession Planning
Our succession planning services help business owners prepare for leadership transitions through structured exit strategies and estate planning. We coordinate with legal and financial specialists to create comprehensive plans that ensure business continuity. This includes tax-efficient transfer methods, valuation analysis, and contingency planning to protect both business assets and personal wealth.
People
David Hamilton
Partner
Chartered Professional Accountant with 36 years in construction industry accounting. Holds Alberta Institute designation since 1985 and serves Calgary Construction Association board since 1995. Specializes in industry-specific financial reporting and bonding requirements.
Jayda Rosenthal
Partner
Co-founder with 40 years of small business advisory experience. Alberta Institute Chartered Accountant since 1983. Former Institute Council Member and Practice Review Committee participant. Focuses on making tax compliance informative and streamlined for owner-operated businesses.
Tala Rosenthal
Chartered Professional Accountant
CPA with expertise in evolving tax regulations. Handles diverse clients including restaurants, real estate, and not-for-profits. Combines technical knowledge with client care experience gained through multiple firm roles. Specializes in detailed financial analysis and compliance.
Rachel Wang
Accountant
Multilingual Chartered Professional Accountant focusing on in-depth taxation. Fluent in three languages with expertise in corporate and personal tax filings. Brings international perspective to tax compliance and reporting requirements while maintaining strong client communication standards.
Questions
How do I start working with your firm?
Call (403) 266-2175 to connect with a partner who will assess your needs during a free initial consultation.
Can small businesses benefit from your services?
Yes, we work with businesses of all sizes and help small enterprises grow through tailored financial guidance.
What documents should I prepare for year-end?
Bring prior financial statements, GST returns, T4/T5 filings, corporate tax returns, and personal tax documents.
How long does corporate year-end take?
Typically two to three weeks once we receive all required documentation and information.
Should I incorporate my business?
We'll help determine if incorporation suits your situation after reviewing your specific circumstances.
Do you charge for consultations?
Initial meetings are complimentary, and we provide fee estimates before undertaking any significant work.
