Personal Accounting

Canadian and US accounting solutions for individuals and families.

We understand that no two individuals are the same. Your needs are distinctive and unique, whether you’re a bright, fresh-thinking entrepreneur or have already built wealth through decades of hard work and success. We take a personalized approach to ensure we understand what is important to you beyond dollars and figures.

Our team of Canadian Chartered Professional Accountants and US Certified Public Accountants work with you to develop personalized domestic and cross-border accounting solutions to ensure the important decisions you make have their intended impact throughout.

Whether we’re listening, learning, or acting on your behalf, our goal is to simplify the journey ahead and ensure the situations in your life where accounting is concerned feel as easy and stress-free as possible.

Our services include:

  • Domestic and International Integrated Tax Planning for the Entrepreneur, Business and Trust
  • Personal, Corporate, Partnership and Trust Tax Returns for both Canada and the US
  • Assurance Services Including Review Engagements and Specified Audit Procedures
  • T4 Statement of Remuneration and T5 Statement of Investment Income Filings
  • Estate and Succession Planning
  • Family Remuneration Planning
  • Compliance with CRA and IRS Reporting Requirements
  • CRA Audit Assistance and Negotiations

Tax Flowcharts

Simplified flowcharts to help you navigate the various tax processes.

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Tax Tables

Personal and corporate tax tables for both Canada and the United States.

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MTSnowbird App

An essential app for Canadians who regularly travel to and stay in the United States.

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External Links

External resources of interest related to tax, law and accounting.

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Moodys Private Client Firm Brochure

the complexity
of tax.