About us

We’re a husband-and-wife CPA team with nearly a decade of experience in assurance and taxation within the public accounting sector. While we operate fully remotely, serving clients across Canada (and even some in the U.S.), we’ve created a cozy home office that many clients love visiting. If you’d like to swing by for a chat, we’re happy to make that happen!

Our hands-on, practical approach has helped small businesses thrive, stay competitive, and optimize tax savings efficiently. Over the years, we’ve worked with individuals and business owners alike from modest incomes to high earners, helping them save thousands annually through strategic tax planning and professional guidance.

We provide personalized solutions grounded in the latest industry knowledge, helping our clients build a strong financial foundation and a clear path to long-term success all without the hassle of traditional office visits, unless you’d like one.

Some clients walk away with bigger refunds than expected, others successfully resolve disputes with the CRA, and many discover tax credits they didn’t even know existed. Business owners often find smarter ways to take money out or save thousands every month. We’ve helped entrepreneurs expand without unnecessary hassle and assisted families in securing their assets for the next generation.

Every client comes with a unique story and a challenge, and they trust us to guide them with competence, clarity, and creativity. Imagine what we could uncover for you whether it’s saving more, planning smarter, or simply gaining peace of mind.