Your professional designation was the first step to secure your role as a professional. Whether you are a doctor, dentist, architect, engineer, lawyer or other professional, we know you are dedicated in serving the public and you should not have to worry about the accounting and tax implications of your professional services business.  We understand what you do and we can help you make the most of your profession and secure your financial future.

Like you, we build relationships of trust, value, integrity and continuity. For us, it’s not about time or money, it is about the people we serve — you. You deserve a pro-active mid-market CPA, CA firm that understands what your role requires of you every day. With us, you can have the peace of mind knowing that you are providing the service whenever you are required to and we are here to take care of your professional service business whenever you need us to.

Here is how we can help you:

  • Review how you have structured your practice.
  • If incorporated, review with you over 30 possible tax planning strategies surrounding the incorporation of your professional practice (most professional corporations are utilizing approximately 4 to 6 strategies).
  • Serve as your financial bodyguard and CFO providing unbiased advice on an integrated financial plan.
  • Assist you in staying abreast of tax filing deadlines, leaving you more time to focus on your professional excellence.

For a Regulated Professional

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