Services

Our goal is to help you achieve your financial goals through our expert advice, timely reporting, and accurate data analysis. We believe in building long-term relationships with our clients by providing high-quality services and personalized attention to every detail.

We use the latest technology and software to ensure our services are efficient and cost-effective. Our team is always available to answer any questions you may have and provide ongoing support throughout the year.

Audit and Accounting

Our accounting firm specializes in providing comprehensive audit and accounting services to help our clients maintain financial stability and grow their businesses. We understand the importance of accurate financial reporting, and we utilize cutting-edge technology and experienced professionals to provide accurate and timely financial statements, tax returns, and other financial reports. Our team of experts is deeply committed to maintaining the highest ethical standards while delivering unparalleled services to our diverse clientele. We work closely with our clients to understand their unique needs and tailor our services to meet those needs. Our goal is to build long-term relationships with our clients that are based on trust and transparency.

Business Valuations

A business valuation can help in situations such as mergers and acquisitions, determining a fair price for buying or selling a business, estate planning, and legal disputes. It is important to have a professional valuator conduct the valuation, as they have the expertise and knowledge to accurately determine a business’s value. A well-conducted valuation can provide insight into a company’s strengths and weaknesses and guide decision-making for its future success.

Canadian Tax and Estate Planning

When it comes to tax and estate planning in Canada, it’s important to have a solid strategy in place to ensure that your assets are protected and your tax burden is minimized. A comprehensive plan may include creating a will, establishing trusts, and making use of tax-sheltered savings accounts such as a Registered Retirement Savings Plan (RRSP) or a Tax-Free Savings Account (TFSA).

Consumer Insolvency

Consumer insolvency refers to the situation where an individual is unable to pay off their debts as they become due. It is a serious financial problem that can have long-term negative consequences for the debtor’s credit score, reputation and ability to borrow money in the future. Consumers facing financial hardship can explore a range of options to manage their debts, including debt consolidation, budgeting, debt settlement, and bankruptcy.

Corporate Finance/M&A

Corporate Finance and M&A (mergers and acquisitions) are key aspects of business strategy that involve analyzing and managing financial risks within companies. A successful corporate finance strategy seeks to maximize shareholder value by optimizing internal operations, improving profitability, and effectively managing capital.

Corporate Restructuring and Insolvency

Corporate restructuring is the process of reorganizing a company’s structure, operations, and finances to improve its performance and profitability. This may involve merging or acquiring other businesses, divesting or spinning off non-core assets or business units, and implementing strategic initiatives to streamline operations and reduce costs.

Estate Trustee During Litigation (ETDL)

Estate Trustee During Litigation (ETDL) is an important role in settling the affairs of an estate when there is ongoing litigation. The ETDL is responsible for managing the assets and liabilities of the estate until the litigation is resolved. This can be a complex and challenging role that requires the utmost care and attention to detail.

Family Office

We understand the complexities and challenges of managing significant wealth, and we work closely with our clients to develop customized strategies that align with their specific goals and priorities. We offer a holistic approach to wealth management, providing proactive guidance, ongoing communication, and exceptional client service throughout the entire process.

Investment Advisory Services

Investment advisory services offer clients professional assistance in managing their investment portfolios. With access to up-to-date financial data and market trends, investment advisors help clients identify opportunities and mitigate risks to maximize their returns. Services can be customized based on clients’ investment goals, risk tolerance, and financial situations.

What my clients say?

I was searching for a reliable accounting firm to handle my personal finances, and I am so grateful that I found Vertax. Their team has been nothing short of exceptional in their service. They have not only taken care of my tax obligations efficiently but have also provided proactive guidance to help me maximize my savings and investments. Their friendly and approachable nature makes it easy to communicate and discuss any financial concerns. I highly recommend Vertax for their professionalism, expertise, and personalized attention

Working with Vertax has been an absolute pleasure. Their team is professional, efficient, and truly dedicated to helping their clients succeed. From day one, they took the time to understand the unique needs and challenges of my business, and tailored their services accordingly. Their attention to detail and commitment to accuracy have been invaluable in keeping my financial records in order. I have complete peace of mind knowing that my finances are in the hands of experts. I can’t thank Vertax enough for their outstanding support.

I have been working with Vertax for several years now, and I can confidently say that they have been instrumental in the success of my business. Their team of expert accountants is highly knowledgeable and always provides accurate financial advice and solutions. With their assistance, I have been able to streamline my financial processes, optimize my tax strategies, and make informed business decisions. I highly recommend Vertax to any business in need of top-notch accounting services.

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