Zeppieri

Our Story

At Zeppieri & Company Professional Corporation, we are a dynamic and experienced team of accounting, tax, investment, and business consulting professionals dedicated to providing top-notch services to companies and their owner-managers. With over 28 years of experience, our team, led by Frank Zeppieri, a Chartered Accountant and Certified Financial Planner, has helped numerous businesses and individuals achieve their financial goals and increase their net worth.

Our Approach

We take a unique approach by integrating the financial goals of the company with the financial goals of the shareholders to maximize overall net worth. Our team is committed to meeting your business needs through quality services that are professional, personalized, and timely. We understand that every client is unique, and we take the time to understand your specific situation and develop tailored solutions to meet your needs.

Taxation

We believe that strategic planning is key to minimizing your tax burden. Our team of experts uses various methods to leverage your family dynamics and business framework to reduce your taxes. We help you manage the timing and distribution of income across different fiscal periods, accrue bonuses to family members, plan deductions for the year in which they will give maximum benefit, and more. Our team takes the time to properly interview our clients to ensure that we understand your specific situation and can apply the right tax-saving strategy to your case.

Financial Planning

Our comprehensive financial planning methodology involves conducting an in-depth financial questionnaire to gather all pertinent details prior to formulating any recommendations. We analyze the data to come up with practical and useful recommendations in areas such as investment and portfolio planning, retirement planning, estate planning, insurance planning, and education planning. We have developed and implemented hundreds of successful financial planning strategies that integrate your personal financial planning with your corporation's tax and financial strategies to achieve the highest after-tax returns and maximize your corporate and personal net worth.

Financial Reporting

Effective financial reporting is crucial for your business. We cater to the needs of stakeholders such as banks, creditors, taxation authorities, and management by providing accurate and timely financial reports. Our team ensures that your financial statements are tailored to meet the specific needs of your business and stakeholders.