Business Details
14 Years
experience
Trusted Accounting & Tax Services in Kitchener
Advantage Accounting & Tax Services is a partnership formed from the merger of Guelph Trust Bookkeepers and Prosperity Financial Solutions. Our firm carries forward decades of combined experience from our lead professionals, offering comprehensive accounting, tax, and financial planning services to small businesses and individuals. We specialize in bookkeeping, corporate tax filing, personal income tax preparation, and customized financial consulting, serving over 100 businesses across diverse industries including retail, construction, healthcare, and technology. Our team includes a Certified Public Accountant (CPA) with 25 years of experience and a Certified Financial Planner (CFP) with 15 years in financial services, both dedicated to delivering affordable, reliable solutions.We focus on strategic tax planning to maximize savings, provide full CRA audit representation, and offer personalized support through every stage of our clients' financial journeys. Our commitment to excellence is demonstrated by our hundreds of satisfied clients and our proven track record of resolving complex tax issues for businesses and individuals.
Services
Small Business Accounting
Corporate Tax Filing
Personal Income Tax
Financial Planning
Tax Planning
Payroll Services
Bookkeeping
CRA Representation
Business Analytics
Incorporation Services
Details
- Year established: 2012
Highlights and features
- We have over 25 years of combined experience with CPA and CFP professionals
- We implement proven tax planning strategies to maximize savings opportunities
- Our team provides full CRA audit representation and dispute resolution
- We offer personalized financial consulting tailored to individual business needs
- Our clients receive 24/7 access to accounting software and priority support
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
What people say
Outstanding service
Quality of their services
Sincere accountant
5 stars services
Helped us deal with issues
Services
Small Business Accounting
Comprehensive accounting solutions for small businesses including bookkeeping, financial statements, and tax filing. Our services cover payroll processing, HST returns, and corporate tax preparation. We provide quarterly financial analysis and customized reporting to help business owners monitor performance and make informed decisions.
Corporate Tax Filing
Professional corporate tax preparation and filing services including SR&ED claims and investment tax credits. We optimize deductions, ensure compliance, and provide audit representation. Our team handles complex tax situations for businesses of all sizes in various industries.
Personal Income Tax
Expert tax return preparation for individuals including employees, retirees, self-employed, and investors. We handle cross-border tax issues and complex financial situations. Our services include tax planning strategies to minimize liabilities and maximize refunds.
Financial Planning
Certified Financial Planner services covering retirement planning, investment strategies, and insurance solutions. We help clients manage debt, create financial security, and develop long-term wealth-building plans tailored to their specific needs.
Tax Planning Service
Customized tax planning solutions to identify savings opportunities and implement effective strategies. Our team analyzes financial situations to optimize deductions, defer income, and reduce overall tax burdens for businesses and individuals.
People
Khalid Osman
Co-founder and Partner
CPA and CFP with 15+ years of experience in accounting and financial planning. Holds MBA and CMA credentials. Specializes in tax strategy and QuickBooks implementation for small businesses.
Mahmoud Abdalla
Co-founder and Partner
Certified Public Accountant with 25 years of experience in financial consulting. Expert in small business analysis and tax advocacy. Provides strategic guidance for business growth and tax compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, HST filing, and corporate tax preparation with customized reporting and business analysis.
Do you handle complex tax situations for individuals?
Yes, we prepare tax returns for employees, self-employed, investors, and non-residents with cross-border tax needs and complex financial situations.
What tax planning services are available?
We analyze financial situations to identify tax savings opportunities, implement strategic deductions, and develop long-term tax efficiency plans for businesses and individuals.
Are your accountants certified professionals?
Yes, our team includes a Certified Public Accountant (CPA) with 25 years experience and a Certified Financial Planner (CFP) with 15 years in financial services.
What service areas do you cover?
We serve Kitchener, Waterloo, Cambridge, Guelph, Milton, and surrounding areas in Ontario with both in-person and virtual accounting solutions.
Reviews (4)
Basma Mukhtar
Jan 19, 2021
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Khalid is a great guy, I have been with him for years, and have never been happier. He truly goes above and beyond!!! He is incredibly good at what he does, whether it's taxes or other financial services.
Joseph Zehr
Sep 11, 2019
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We had an appointment with Khalid at 6 pm - outside of the normal working hours and he went through in detail our situation and completed our taxes really quickly and efficiently. We were happy with the result and the prices were GREAT! Will be returning for sure next year! Thanks Advantage Accounting!
Alp N.
Sep 08, 2019
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Ahmad is great guy. Great price and have been with him for about 4 years. Cant go any where in the City to be honest.
Ronald Tingchaleun
Sep 20, 2018
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I have recommended Khalid to my entire family and all my close friends. He is the accountant I was always looking for. Someone that gives great advice, maximizes my returns, helps with tax strategy, and does it for a very reasonable price.
