Business Details
24 Years
experience
Trusted Accounting & Tax Services in Montreal
Founded in 2002, Whitrod Leduc CPA has established itself as a trusted partner for entrepreneurs and business owners seeking comprehensive accounting, tax, and financial advisory services. Our team of Chartered Professional Accountants combines deep technical expertise with a client-centric approach, prioritizing personalized solutions tailored to each client's unique needs. With over 25 years of combined experience from our lead professionals, we specialize in tax planning, corporate financial strategy, and compliance services, ensuring businesses maintain both regulatory adherence and strategic growth. Our advisory services extend beyond traditional accounting, offering cash flow projections, due diligence support, and personal financial planning for business owners.We emphasize proactive communication, helping clients navigate complex tax landscapes while minimizing liabilities and optimizing financial outcomes. Our commitment to transparency and long-term client relationships has solidified our reputation as a reliable partner in the West Island of Montreal. By focusing on both corporate and personal financial health, we empower clients to achieve their business objectives while securing their personal wealth. Our team's extensive audit and tax compliance background ensures clients receive accurate, forward-thinking guidance aligned with evolving regulatory standards.
Services
Tax Planning
Corporate Financial Planning
Compliance Services
Audit Proofing
Estate Planning
Cash Flow Projections
Business Acquisition Support
Internal Controls Assessment
Details
- Year established: 2002
Highlights and features
- We offer 25+ years of combined CPA expertise in tax and financial strategy
- Our personalized approach tailors solutions to each business's unique needs
- Specialized compliance services ensure accurate regulatory adherence
- Proactive tax planning minimizes liabilities while maximizing growth opportunities
- We provide integrated financial planning for both business and personal wealth
Associations and certifications
- CPA (Chartered Professional Accountant)
Services
Tax Planning
Our tax planning services optimize corporate and personal tax positions through remuneration strategies, corporate structure analysis, and audit preparation. We help business owners minimize liabilities while ensuring compliance with federal and provincial regulations. Our expertise includes SR&ED tax credits and cross-border tax considerations for growing businesses.
Corporate Financial Planning
We provide cash flow projections, pricing model analysis, and capital asset project financing to enhance business profitability. Our services include KPI development, covenant tracking, and due diligence support for business acquisitions or sales, helping owners make data-driven strategic decisions.
Compliance Services
Our compliance services cover financial statement preparation, corporate tax filings, and audit engagements. We ensure accurate reporting through compilation engagements and reviewed financial statements while implementing internal controls to prevent errors and fraud in accounting processes.
Personal Financial Planning
We offer integrated financial planning for business owners, including retirement strategies, estate planning, and insurance needs assessment. Our services address tax implications of holding companies and create capital asset documentation to support long-term personal wealth management.
Audit Proofing
Our audit proofing program identifies potential compliance risks before CRA or Revenu Qubec audits. We help businesses implement corrective measures for tax records, payroll documentation, and sales tax filings to minimize exposure during government examinations.
People
Robin Whitrod
Partner
Founder with 25+ years of CPA experience, previously a partner at a mid-size firm. Specializes in audit services and strategic tax planning for business owners.
Julie S. Leduc
Partner
CPA with 14 years of experience, including 9 years at Big 4 audit departments. Focuses on corporate financial reporting and compliance for large enterprises.
Danielle Devost
Tax Specialist
Tax expert since firm inception, graduated from Canadian Institute of Chartered Accountants. Provides specialized corporate and personal tax compliance services.
Sandra Mozejko
Executive Assistant
Administrative professional with 20+ years in accounting firms, supporting firm operations and client service coordination since 2014.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, compliance services, financial reporting, and corporate financial strategy tailored to small and medium-sized businesses in Montreal.
How do you help business owners with tax planning?
We analyze corporate structure, optimize remuneration strategies, and implement tax deferral techniques while preparing for potential government audits.
Do you offer personal financial planning for business owners?
Yes, we provide integrated financial planning covering retirement strategies, estate planning, and insurance needs assessment specific to business owners.
What sets your firm apart from other accounting services?
Our CPA team combines technical expertise with personalized service, focusing on both business and personal financial health of our clients.
Can you assist with business acquisitions or sales?
We provide due diligence support, business valuation analysis, and transaction structuring to optimize outcomes for business acquisitions or sales.
