Lawyers
Your Legal Practice, Our Financial Expertise
Trust accounting & Tax Planning
We work with 10+ lawyers and law firm owners and have experience with managing your unique challenges. We support:
- Trust accounting and client reimbursement management to optimize HST filings
- Integration of legal software such as Clio or PracticePanther with Quickbooks Online
- File T5s, T1s, T1135s etc. on time
- Manage any CRA notices / reviews
Trust Accounting
Ensure compliance with governing bodies such as the Law Society of Ontario (LSO) with our meticulous trust accounting services
Compliance
Ensuring HST, corporate tax returns (T2) are filed properly and well on time
Tax Savings
Optimizing Salary vs Dividend (or using both!) to ensure taxes are optimized for the firm and the firm owner