For a Regulated Professional


Your professional designation was the first step to secure your role as a professional. Whether you are a doctor, dentist, architect, engineer, lawyer or another regulated professional, we know that your top priority is taking care of the needs of your patients and clients. Let us take care of the accounting and tax needs of your professional services. At the same time, we can work with you to optimize your practice that will deliver financial growth and sustainability. Like you, we value trust, value, integrity and continuity of relationships. 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 and CA firm. We invite you to partner with us!

Here is how we can help you:

  • Review the structure of your practice. If your practice is incorporated, we will review with you over 30 possible tax planning strategies around the incorporation of your professional practice (*whereas 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.

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