Business Details
Your Trusted Partner for Tax Services in Hamilton
Balance & Foster delivers global capabilities with the local touch that brings world-class assurance, tax, and consulting expertise to clients through enduring relationships built on genuine understanding and trust. Our mission is to provide tailored tax, accounting, bookkeeping, and business consulting services to small and medium-sized businesses in Hamilton and surrounding areas. With a team of experienced professionals, including QuickBooks Certified ProAdvisors, we offer personalized solutions to optimize financial health, ensure compliance, and foster long-term growth.Our services span personal and corporate tax filings, financial statement preparation, payroll processing, trust and estate planning, and strategic business advisory. Clients consistently highlight our responsiveness, expertise, and commitment to simplifying complex financial processes while maintaining transparency and trust.
Services
Tax Services
Bookkeeping
Accounting
Trust & Estate Services
Business Consulting
Payroll Processing
Highlights and features
- We offer over 20 years of combined experience in tax and accounting services.
- Our team includes QuickBooks Certified ProAdvisors with specialized software expertise.
- We provide personalized consultations to address unique client financial situations.
- We guarantee proactive tax planning to minimize liabilities and maximize savings.
- Our client testimonials highlight exceptional responsiveness and problem-solving skills.
Associations and certifications
- QuickBooks Certified ProAdvisor
What people say
Quick to respond
Willing to help
Highly recommend
Experienced team
Personalized service
Services
Tax Services
We provide comprehensive tax compliance and return preparation for individuals, corporations, partnerships, and trusts. Our services include T1 personal tax returns, T2 corporate filings, tax planning, and salary vs. dividend analysis. By staying updated on regulatory changes, we ensure accurate submissions and strategic tax-saving opportunities tailored to each client's unique circumstances.
Bookkeeping
Our full-cycle bookkeeping services include transaction recording, payroll processing, GST/HST remittances, and monthly financial reporting. Using QuickBooks software, we maintain precise records to support informed business decisions while ensuring compliance with government reporting requirements for small to large enterprises.
Trust & Estate Services
We specialize in T3 trust tax returns, estate clearance certificates, and coordination with legal professionals. Our team helps clients navigate complex trust structures and estate distributions, minimizing tax liabilities while preserving wealth for future generations through strategic planning and compliance expertise.
Business Consulting
We offer strategic advice on financial management, budgeting, and growth opportunities. By analyzing client financial data, we identify efficiencies, recommend process improvements, and provide actionable insights to enhance profitability and long-term business sustainability for Hamilton-area companies.
Payroll Processing
Our payroll services ensure accurate employee payments, tax deductions, and government remittances. We handle WSIB filings, source deductions, and year-end T4/T5 reporting to maintain compliance while saving business owners time and reducing administrative burdens.
People
Gabriela Chetraru
Founder
Gabriela founded Balance & Foster after 15 years as a financial analyst in mergers & acquisitions. She holds a degree in Cost Estimating & Accounting and is QuickBooks Certified. Her strategic approach focuses on building client trust through transparent financial guidance.
Mary Champ
Senior Bookkeeper
Mary brings 33 years of bookkeeping experience, including 18 years in nonprofit sector accounting. She specializes in charitable returns and full-cycle bookkeeping, transitioning clients from manual to digital systems while maintaining meticulous compliance standards.
Gabi Di Berardo
Bookkeeping Assistant
Gabi provides efficient bookkeeping support with a focus on client satisfaction. A lifelong Hamilton resident, she offers local market insights while continuously improving her skills in taxation and customer service to support small businesses.
Questions
What sets Balance & Foster apart from other tax firms?
Our personalized service combines technical expertise with proactive tax strategies tailored to each client's unique needs, supported by QuickBooks Certified professionals.
Do you offer bookkeeping services for small businesses?
Yes, we provide full-cycle bookkeeping including payroll, financial reporting, and government compliance filings specifically designed for small to medium-sized enterprises.
How can you help with estate planning?
We prepare T3 trust returns, coordinate estate distributions, and minimize tax liabilities through strategic planning while collaborating with legal professionals.
Are consultations available for new clients?
Yes, we offer initial consultations to review your financial situation and recommend customized solutions for tax, accounting, or business needs.
Do you serve businesses outside Hamilton?
We serve clients across Southern Ontario including Toronto, Niagara Falls, Kitchener, and London through virtual and in-person services.
