As you build your business or manage your personal finances, we’ll stand beside you as proactive financial advisors. It’s not just about number crunching – we’ll find you savings and offer you business advice, managing your money as if it was our own.

Plus, we’ll take care of your financials so you can focus on what you really love. Read more about our services below.

  • Personal tax return preparation
  • Tax and estate planning
  • Corporate tax return preparation
  • Corporate tax planning
  • Reorganizations and rollovers
  • Retirement and succession planning
  • R&D tax credit claims
  • Representation on CRA audits
  • Small business services
  • Buy and sell consulting
  • Business structuring and incorporation advice
  • Accounting systems design and implementation
  • Review services
  • Financial statement preparation
  • Cash flow analysis

[toggle title="Personal tax return preparation"] Taxation represents by far the largest single item in the average Canadian’s budget. Even those in the middle tax bracket typically pay over 35 cents of every dollar earned on taxes of one kind or another. As tax season rolls around each February to April, we’re here to ensure that you pay no more than your fair share. We’ll help you use all of the tax planning opportunities available to you, prepare your paperwork accurately and file on time. Whether you're a doctor, a lawyer, an investor, a business owner or simply a rental property owner, we have you covered with the specific details for your tax situation. [/toggle][toggle title="Tax and estate planning"] Throughout the year, we work to find financial planning opportunities for you. When an opportunity presents itself as we monitor your financial matters, we’ll advise you of the updates and changes you need to know. And as your circumstances change throughout the year, don’t be afraid to pick up the phone and talk to one of our tax professionals. Don’t wait until tax time – the earlier in the year you act, the more options you’ll have at your disposal. [/toggle][toggle title="Corporate tax return preparation"] As corporate tax law becomes more complex each year, simple compliance becomes more difficult. Preparing a corporate tax return and planning the best corporate tax strategy requires the right team with the right training and experience. As your year end approaches, we’ll let you know what’s required to complete your tax filing. Once we’ve received your financial information, we’ll ensure that it’s accurately prepared and that you’re not paying more tax than you should. We’ll also help you keep on top of filing deadlines, so you can avoid costly penalties. [/toggle][toggle title="Corporate tax planning"] Corporate tax planning cannot be done in isolation. After all, you're running a business to meet personal objectives, too. For this reason, at PEL we consider your personal tax objectives alongside your corporate plans in order to ensure the best overall tax result. As integrated financial advisors, we’re here for both your business and personal needs. [/toggle][toggle title="Reorganizations and rollovers"] The Income Tax Act contains a number of complex provisions to encourage and enable small and medium-sized businesses to grow and expand. Our expert team of tax professionals will build the blueprints to guide you through reorganization and rollover processes with a combination of professional skill and personal service that we believe is second to none. [/toggle][toggle title="Retirement and succession planning"] It’s been said that there are only two things are certain in life – death and taxes. We can’t do anything about death – but we can help you plan for your retirement! We’ll help you consider the particulars of your estate, how you’d like to divide it up and what tax provisions you can take advantage of in the process. [/toggle][toggle title="R&D tax credit claims"] The Canada Revenue Agency is the largest single source of funding for research and development activities in Canada. With years of experience in this area, we can help you improve your tax credit applications. We can help you move your project forward with more money available as you take advantage of the CRA programs made for you. [/toggle][toggle title="Representation on CRA audits"] While the Income Tax Act is written in black and white, many audit issues are not necessarily clear-cut. When you involve us in your tax planning or tax return process, you reduce your likelihood of a tax audit. Once an audit is in process, however, having our professionals on your side can serve to reduce tensions and encourage a reasonable exchange with CRA officials. [/toggle][toggle title="Small business services"] We exist to serve small and medium-sized businesses, which means that when you pick up the phone, we’re here for you. We’ll usually have a qualified professional helping you within the same business day, so you get the timely and personal service that you rightfully expect. [/toggle][toggle title="Buy and sell consulting"] Buying a business can be a risky endeavour. Whether it’s a manufacturing plant or a restaurant, we’ve probably seen it happen before. Want some advice before you sign on the dotted line? Give us a call. If you’re thinking of selling your business, let us know. There are many things to be done before you actually list it for sale.If you want to maximize the sale price – AND the net after tax – talk to us. [/toggle][toggle title="Business structuring and incorporation advice"] Successful businesses can operate as proprietorships, partnerships, and as corporations. There is no one-size-fits-all answer. If you’re unsure of what best serves your needs, give us a call. Our professional staff can walk you the benefits and pitfalls of each of these structures and which might be best in your circumstances. [/toggle][toggle title="Accounting systems design and implementation"] As professional accountants, our team has worked with many of the popular small business systems currently on the market. We can help you select a system and, once you’ve purchased it, ensure that it is set up properly for your needs. [/toggle][toggle title="Review services"] If your financial statements have to be reviewed for your banker, for shareholders or for licensing or financing requirements, give us a call. Our technical expertise in the area of financial statement preparation will help to ensure that the process is as efficient and painless as possible.   [/toggle][toggle title="Financial statement preparation"] If you need financial statements to attach to your tax return, we can help. From simple notice to reader statements for management purposes to more elaborate reviews, we can provide the level of service that your organization needs. We’ll get it done quickly, we’ll get it done right, and we’ll probably be able to save you a bundle on income tax, too! [/toggle][toggle title="Cash flow analysis"] If you need a cash flow analysis in support of a funding proposal, a business plan, or debt reduction strategy, we can crunch the numbers for you. Whether you need to know for an external party or you’d like it for yourself to better understand the cash flow requirements of your business, we’d love to help. [/toggle]