Business Details
24 Years
experience
Trusted Accounting & Tax Services for Business Owners
At Whitrod Leduc CPA, we specialize in delivering tailored accounting, tax, and financial advisory services to small and medium-sized businesses. With decades of combined experience, our team of certified professionals prioritizes understanding the unique needs of entrepreneurs and business owners to provide strategic solutions. Our services extend beyond compliance, focusing on tax planning, corporate financial strategy, and personal wealth integration to help clients achieve long-term success. We pride ourselves on building lasting relationships through personalized service, transparency, and a commitment to excellence.Located in the West Island of Montreal, we serve clients across Canada and internationally, offering expertise in SR&ED tax credits, financial reporting, and business advisory. Our approach combines technical proficiency with a deep understanding of our clients' industries, ensuring they navigate complex financial landscapes with confidence. Founded in 2002, our firm remains dedicated to evolving with the needs of modern businesses while maintaining the highest standards of professionalism and client care.
Services
Tax Planning
Corporate Financial Planning
Compliance Services
Personal Financial Planning
Corporate Accounting
Details
- Year established: 2002
Highlights and features
- We offer 25+ years of combined experience in accounting and tax advisory.
- Our team specializes in personalized tax planning and corporate financial strategies.
- We prioritize client relationships through transparent communication and tailored solutions.
- We provide expertise in SR&ED tax credits and cross-border compliance.
- Our services are designed to align with the unique needs of entrepreneurs and business owners.
Associations and certifications
- CPA
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through remuneration strategies, corporate structure optimization, and audit guidance. We help businesses navigate complex tax regulations while aligning strategies with long-term financial goals. By proactively identifying opportunities, we ensure clients maximize savings and maintain compliance.
Corporate Financial Planning
We assist businesses in setting financial targets, analyzing investment projects, and building lender-ready business cases. Our team provides cash flow projections and accounting function reviews to enhance profitability and operational efficiency. This service supports strategic decision-making for growth and stability.
Compliance Services
Our compliance services include financial statement preparation, corporate tax filing, and SR&ED tax credit claims. We ensure businesses meet Canadian and international tax obligations while maintaining accurate reporting. This foundation allows clients to focus on operations without regulatory concerns.
Personal Integrated Financial Planning
This service integrates business and personal financial goals, addressing retirement, estate planning, and risk management. We tailor strategies to align with clients' long-term objectives, ensuring tax-efficient wealth preservation and transfer. Our approach bridges personal and corporate financial success.
Corporate Accounting
We provide setup and maintenance of accounting systems to ensure accurate financial tracking. Our team streamlines processes for effective reporting and decision-making. By managing day-to-day financial operations, we enable businesses to maintain clarity and control over their financial health.
People
Robin Whitrod
Partner
Founder with 25+ years of experience, previously a partner at a mid-sized firm. Specializes in chartered accounting and strategic advisory for entrepreneurs.
Julie S. Leduc
Partner
CPA with 9 years at Big 4 firms and 5 years in corporate audit. Focuses on assurance and financial reporting excellence.
Danielle Devost
Tax Specialist
Tax expert since firm inception, graduated from the Canadian Institute of Chartered Accountants. Delivers specialized tax solutions for businesses and individuals.
Sandra Mozejko
Executive Assistant
Administrative leader with 20+ years in accounting firms. Manages operational support and client coordination efficiently.
Questions
What services does Whitrod Leduc CPA offer?
We provide tax planning, compliance, corporate financial planning, personal integrated financial planning, and corporate accounting services tailored to entrepreneurs and businesses.
How can your firm help my business grow?
We combine strategic tax optimization, cash flow analysis, and personalized advisory to enhance profitability and support sustainable business expansion.
Do you handle cross-border tax compliance?
Yes, we assist businesses with Canadian tax obligations for operations across Canada and internationally, including SR&ED credits.
What sets your tax planning apart?
Our proactive approach identifies savings opportunities through remuneration strategies, audit guidance, and structure optimization aligned with business goals.
