Background
Services Overview

Comprehensive Advisory & Compliance

We offer a combination of tax compliance, strategic advisory, and financial leadership services, delivered entirely through a virtual engagement model. Each service is designed to support clients whose tax and financial decisions require a higher level of planning, coordination, and foresight.

Not all services are suitable for every situation. Starting prices and service descriptions are provided to help clients determine fit.

Personal & Corporate Tax

Comprehensive tax services for individuals and businesses with complex financial situations.

Designed For

  • Business owners
  • Investors
  • Individuals with complex tax situations

Scope Includes

  • Personal tax compliance
  • Integration of business, investment, and other income sources
  • Consideration of long‑term tax implications

Designed For

  • Owner‑managed corporations
  • Growing or established businesses

Scope Includes

  • Corporate tax filings
  • Owner‑manager tax considerations
  • Compliance informed by future planning needs

Compilation engagements are available only as an add‑on service, where financial statements/reports required to support tax filings, or advisory work cannot be provided by client.

Strategic Tax Advisory

Customized tax strategy and planning to support informed financial and business decisions.

Designed For

  • Individuals with complex or non‑standard tax situations
  • Businesses at key decision points
  • Clients seeking clarity without ongoing commitments

Scope Includes

  • Strategic analysis of the current situation
  • Scenario planning and option comparison
  • Written recommendations and practical next steps

Designed For

  • Businesses requiring proactive tax oversight
  • Owners who want tax planning aligned with operations and growth

Scope Includes

  • Forward‑looking tax planning
  • Coordination with business activities
  • Ongoing strategic support

Cross‑Border Tax Services

Specialized support for Canada–U.S. and Canada–Nigeria tax matters, including compliance and strategy.

Designed For

  • Individuals earning income across borders
  • Business owners with international exposure
  • Immigrants, expatriates, and remote workers

Scope Includes

  • Required cross‑border tax filings and coordination
  • Residency and reporting considerations
  • Compliance across relevant jurisdictions

Designed For

  • Individuals and businesses navigating cross‑border complexity
  • Clients planning relocations, restructuring, or international expansion

Scope Includes

  • Risk identification and mitigation
  • Long‑term tax efficiency
  • Strategic timing and planning considerations

Fractional CFO Services

Financial leadership and strategic insight for businesses that need expert guidance.

Designed For

  • Businesses requiring financial guidance and strategic oversight

Scope Includes

  • Financial and strategic guidance
  • Decision support for owners and leadership teams
  • Cash flow and financial planning

Bookkeeping services are available as an add‑on where required to support financial oversight.

Next Steps

To inquire about any of the services above, please contact us with a brief description of your situation. We will advise on suitability and next steps.

Contact Us