Business Details
12 Years
experience
Trusted Chartered Professional Accountants in Kanata
Our team of professionals strives to deliver exceptional client service in an efficient and cost-effective manner without compromising quality. With over 20 years of combined experience, Nathalie Pichard and Martha Skeggs provide tailored accounting, auditing, and tax advisory services to mid-sized businesses and professionals across diverse industries. Nathalie specializes in serving healthcare practitioners, leveraging her expertise in financial management and industry-specific challenges. Martha brings cross-border tax expertise, offering strategic solutions for Canadian and U.S. tax compliance. Our approach combines personalized attention with technical proficiency to ensure clients receive practical, actionable advice.We maintain a strong commitment to transparency, ethical standards, and continuous professional development. Our bilingual capabilities (English/French) and industry-specific knowledge enable us to address complex financial scenarios effectively. Clients benefit from our proactive approach to identifying opportunities for business growth and tax optimization. We prioritize clear communication, ensuring clients fully understand their financial position and compliance obligations. Our track record of client service excellence reflects our dedication to building long-term advisory relationships based on trust and measurable results.
Services
Accounting
Tax Planning
Business Advisory
Auditing
Payroll Services
Details
- Year established: 2014
Highlights and features
- Bilingual (English/French) accounting services for healthcare professionals
- 20+ years of combined experience in Canadian and U.S. tax compliance
- Tailored financial solutions for mid-sized owner-managed businesses
- Proven expertise in CRA audits and tax dispute resolution
- Cross-border tax specialists with dual jurisdiction understanding
Associations and certifications
- CPA
- CA
Services
Tax Planning
Our cross-border tax planning services help clients optimize their financial position while maintaining compliance with Canadian and U.S. tax regulations. We specialize in corporate restructuring, estate planning, and international tax implications for business owners. Clients receive customized strategies to minimize tax liabilities through legitimate deductions and credits.
Auditing
We conduct comprehensive financial audits for healthcare practices, professional firms, and construction companies. Our audit process ensures regulatory compliance while identifying operational efficiencies. Clients benefit from our industry-specific expertise and clear reporting that supports informed business decisions.
Business Advisory
Our business advisory services focus on succession planning, merger strategies, and operational improvements for mid-sized enterprises. We provide actionable insights on cash flow management, software implementation, and growth strategies tailored to each client's industry requirements.
Payroll Services
We manage complete payroll processing including T4/T5 preparation, source deductions, and WSIB compliance. Our services ensure accurate employee compensation reporting while maintaining adherence to evolving tax regulations and employment standards.
SRED Claims
We assist technology-driven businesses in claiming Scientific Research and Experimental Development tax incentives. Our expertise maximizes eligible expenditures while ensuring proper documentation for government audits and compliance verification.
People
Nathalie Pichard
CPA
Bilingual CPA with 20+ years serving healthcare professionals. Specializes in financial reporting, tax compliance, and audit engagements for doctors, dentists, and pharmacists across multiple industries.
Martha Skeggs
CPA, CA
Cross-border tax specialist with 25 years advising Canadian and U.S. clients. Expert in dual jurisdiction compliance, estate planning, and strategic tax optimization for business owners and professionals.
Questions
What accounting services do you offer for healthcare professionals?
We provide tailored accounting services including financial statement preparation, tax compliance, and audit support specifically for doctors, dentists, and other healthcare practitioners.
Do you handle cross-border tax compliance?
Yes, we specialize in Canadian and U.S. tax compliance, helping clients navigate dual jurisdiction requirements with strategic planning and reporting.
Can you assist with business succession planning?
Our business advisory services include succession planning, merger strategies, and ownership transition support for mid-sized enterprises across various industries.
Do you offer payroll management services?
We provide comprehensive payroll services including T-slip preparation, source deduction filings, and WSIB compliance for businesses of all sizes.
How do you handle CRA audit representation?
Our team provides audit support and representation for CRA examinations, ensuring proper documentation and advocating for clients' financial interests during the process.
