Business Details
17 Years
experience
Trusted Accounting Services in Markham, Ontario
Established in 2009, our firm provides comprehensive accounting and tax services tailored to businesses and individuals across the Greater Toronto Area. Our team of CPA-certified professionals combines over a decade of experience with innovative strategies to deliver precise financial solutions. Specializing in audit, assurance, and tax compliance, we leverage emerging technology to streamline processes for clients.With a focus on family tax planning and entrepreneurial advisory, we serve 2,000+ clients, ensuring transparency and value-driven results. Our commitment to excellence is reflected in 20 million dollars in bank loans secured and 10 million in tax refunds filed annually.
Services
Audit & Assurance
Tax Filing
Business Advisory
Tax Planning
Bank Loan Financing
Books & Records
Tax Appeals
Tax Credits
Income Tax Filing
Family Trusts
Details
- Year established: 2009
Highlights and features
- We offer 10+ years of CPA-certified accounting and audit expertise.
- Our team specializes in technology-driven financial advisory solutions.
- We provide tailored tax planning for families and entrepreneurs.
- 2,000+ satisfied clients served across the Greater Toronto Area.
- We've secured $20M+ in business loans and $10M+ in tax refunds.
Associations and certifications
- CPA Canada
Services
Audit & Assurance
Our CPA-certified team conducts comprehensive financial audits and assurance services to ensure regulatory compliance and accurate reporting. We help businesses maintain transparency through detailed analysis of financial records, risk assessment, and internal control evaluations. Clients benefit from our expertise in identifying financial efficiencies while meeting statutory requirements.
Tax Filing
We handle complete tax compliance solutions for individuals and businesses, including income tax filing and cross-border tax matters. Our specialists ensure accurate submissions while optimizing deductions and credits. Clients receive strategic guidance to minimize liabilities and maintain compliance with evolving tax regulations.
Business Advisory
Our advisory services focus on business growth strategies, financial planning, and operational efficiency improvements. We work closely with entrepreneurs to develop customized roadmaps for success. Clients gain access to expert insights on market positioning, financial forecasting, and sustainable business development.
Bank Loan Financing
We specialize in preparing financial documentation and business plans to secure commercial financing. Our team assists with loan applications and credit presentations to major financial institutions. Clients benefit from our industry connections and proven track record in obtaining $20M+ in approved business loans.
Family Trusts
Our experts design customized family trust structures to protect assets and optimize tax efficiency. We guide clients through estate planning considerations and intergenerational wealth transfer strategies. Clients receive comprehensive solutions that balance legal protection with financial optimization for their family's future.
People
Jayson Lin
Founding & Managing Partner
CPA with 10+ years of experience specializing in corporate accounting and financial advisory. Leads innovative technology integration in accounting services while delivering strategic business solutions to clients.
Queenie Chak
Co-Founding Partner
Family tax expert with decade of experience in income tax filing and audit compliance. Focuses on simplifying tax processes for families while maintaining rigorous financial standards.
Henry Shao
Partner
Specializes in entrepreneurial financing and corporate accounting. Provides strategic advisory services to startups and growing businesses, combining technical expertise with practical business insights.
Questions
What accounting services do you offer?
We provide audit & assurance, tax compliance, business advisory, bank loan financing, and family trust planning services for businesses and individuals.
How do you support entrepreneurs?
Our team offers specialized financing consultation and advisory services to help entrepreneurs launch and grow their businesses successfully.
Do you handle cross-border tax matters?
Yes, we provide U.S. tax filing services and immigration/emigration tax guidance for clients with international financial needs.
What makes your firm different?
We combine CPA-certified expertise with technology-driven solutions, serving 2,000+ clients with personalized accounting and tax strategies.
Reviews (1)
Shirley Lam
Jun 20, 2018
Report
The CPA here are extremely professional, they've always tried their best to answer any questions that I've had in the past in a timely manner. I've been coming to them for help for the past 10 years and they've always done a fantastic job helping me file my personal taxes.
