Business Details
25 Years
experience
Trusted Accounting & Tax Services in St. Thomas, Ontario
Our firm has been dedicated to providing comprehensive accounting and tax services to individuals and businesses in St. Thomas, London, and Simcoe, Ontario since 2001. We specialize in personal tax returns, small business taxation, corporate tax filings, and estate planning, ensuring compliance with Canada Revenue Agency regulations. Our team combines extensive industry experience with personalized service to address the unique financial needs of each client. With offices strategically located across three communities, we offer convenient access to professional bookkeeping, payroll management, and financial advisory services. Our commitment to excellence is reflected in our long-standing relationships with clients who trust us to navigate complex tax matters and optimize their financial outcomes.We prioritize continuous education to stay current with evolving tax laws and technological advancements, ensuring our clients receive accurate and forward-thinking advice. Whether you're an individual seeking tax preparation assistance or a business owner requiring comprehensive financial solutions, our team is equipped to deliver reliable, client-focused support. Our practice is built on integrity, transparency, and a deep understanding of local market dynamics, making us a trusted partner for all your accounting needs.
Services
Personal Tax Return
Small Business Taxes
Corporate Tax Filings
Estate Planning
Bookkeeping Services
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team serves clients across St. Thomas, London, and Simcoe.
- We provide personalized solutions for both individuals and businesses.
- Our practice combines technical expertise with local market knowledge.
- We maintain offices in three strategic locations for client convenience.
Services
Personal Tax Return
We prepare comprehensive personal tax returns for employed, self-employed, and unemployed individuals. Our service includes historic return preparation, CRA compliance, and electronic filing for eligible returns. Clients receive detailed explanations of tax implications and optimization opportunities.
Small Business Taxes
Our firm handles tax requirements for sole proprietorships and partnerships, including income tax, HST, payroll, EHT, and WSIB. We support businesses across industries with compliance and strategic tax planning to minimize liabilities while maintaining regulatory adherence.
Corporate Tax Filings
We provide complete T2 corporate tax services for various entities including single-shareholder corporations, holding companies, and non-profits. Our expertise covers complex areas like shareholder loans, automobile benefits, and estate freezes to ensure accurate filings.
Estate Planning
Our estate planning services include will preparation, trust establishment, and T3 estate tax returns. We collaborate with legal advisors to create comprehensive plans that minimize post-mortem complications and ensure smooth asset transitions.
Bookkeeping Services
We offer monthly bookkeeping, payroll calculations, and CRA representation. Our services maintain accurate financial records, generate cash flow analyses, and ensure timely remittances for businesses requiring ongoing financial management support.
People
Mark Wales
Principal
Mark A Wales CA & Co. Accounting & Taxes has practiced accounting since 2001, specializing in tax and assurance services. He earned an Honours Bachelor of Business Administration from Wilfrid Laurier University and gained diverse industry experience before establishing his practice in St. Thomas in 2010.
Questions
What accounting services do you offer?
We provide personal tax returns, small business taxation, corporate tax filings, estate planning, bookkeeping, payroll services, and CRA representation for clients in St. Thomas, London, and Simcoe.
Do you serve businesses outside St. Thomas?
Yes, we operate from three locations: St. Thomas, London, and Simcoe, Ontario, serving clients across these communities with both in-person and virtual accounting solutions.
Can I schedule appointments outside regular hours?
While our standard hours are 8:30 AM to 5:00 PM Monday-Friday, we offer evening and Saturday appointments by request at our St. Thomas location for client convenience.
How do you handle complex tax situations?
Our team specializes in navigating complex tax matters including corporate reorganizations, shareholder loans, estate freezes, and multi-jurisdictional compliance requirements through personalized strategic planning.
What sets your firm apart from other accountants?
We combine 20+ years of experience with localized service across three communities, offering personalized attention while maintaining technical expertise in both individual and corporate tax matters.
Reviews (1)
Jason Kerkvliet
Dec 03, 2021
Report
Mark is hands-down the best accountant we have ever worked with. He is timely, professional, and very informed. Everyone I know who works with Mark feels the same way. I can't recommend him enough. I'm leaving this review because I can't believe he had 2.5 stars. He deserves 10.
