• Helping small businesses and their owners with accounting, tax planning, tax filings, other filings, and related questions, so they can focus on their business.
• Helping individuals file their tax returns and being a reference source for your questions.

• Accounting (Including: Audits, Reviews and Compilations)
• Bookkeeping
• Corporate Financial Statements
• Personal, Corporate and Estate Tax
• Assistance with: Estate Planning; Succession Planning; Financing; Canadian Privacy and Data Security
• Free initial consultations
• Much more

If you have any problems downloading or using any of the files below,
please email me any time at and let me know what form(s) you
would like me to email to you.

• For Profit Business Analysis
  1. Basic
  2. Mid Range
  3. Comprehensive
  4. General by Industry
  5. Forecasts and deeper financial analysis
• Non Profit Analysis
  1. Comprehensive
• Personal Financial Analysis
  1. Form to generate personal financial analysis in excel format (preferred)
  2. Form to generate personal financial analysis in word format
  3. Instructions for personal financial analysis forms

• Privacy Policy

• Professional Development

• Send This File
• Canada Revenue Agency
• Industry Canada
• Privacy Principles
• Canadian Institute of Chartered Accountants
• Ottawa Centre for Research and Innovation
• US Internal Revenue Service
• Ottawa Citizen
• Institute of Chartered Accountants of Ontario
• Ontario Ministry of Revenue