Beyond the Balance Sheet: Smart Strategies for Financial Success

We go beyond the numbers to provide clarity, strategy, and peace of mind. Whether you're a business owner, investor, or individual looking to optimize your finances, our expert insights help you navigate tax planning, financial reporting, and strategic growth with confidence. Let’s turn complexity into opportunity—one number at a time.

Climate Action Incentive
Marcella A. Maduri, CPA Marcella A. Maduri, CPA

Climate Action Incentive

In October 2018, the Federal Government announced plans to ensure pricing on carbon pollution was being introduced across Canada. As a result, residents of provinces that had not adopted the …

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Canada Pension Plan (CPP) Enhancement
Marcella A. Maduri, CPA Marcella A. Maduri, CPA

Canada Pension Plan (CPP) Enhancement

Every individual in Canada who is over 18 years of age, works outside of Quebec, and earns more than $3,500 in a year is required to contribute to the Canada …

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Cryptocurrency and the CRA
Marcella A. Maduri, CPA Marcella A. Maduri, CPA

Cryptocurrency and the CRA

Over the past few years, the topic of “crypto” or “digital “currency has become prevalent – so much so that it has caught the attention of the CRA. The most …

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Pre-Authorized Debit Agreement with the CRA
Marcella A. Maduri, CPA Marcella A. Maduri, CPA

Pre-Authorized Debit Agreement with the CRA

If you have a balance owing for your 2016 income taxes, you can now authorize CRA to withdraw the funds from your bank account, on a specific date by providing …

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Reporting the Sale of Principal Residence
Marcella A. Maduri, CPA Marcella A. Maduri, CPA

Reporting the Sale of Principal Residence

On October 3, 2016, the CRA announced a requirement to report the sale of principal residence by a taxpayer. Previously, if the property was a taxpayer’s principal residence for every …

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Express Notice of Assessments Available to E-Filers
Marcella A. Maduri, CPA Marcella A. Maduri, CPA

Express Notice of Assessments Available to E-Filers

The CRA has introduced a new service for E-Filers to be able to receive Notice of Assessments or Reassessments directly within 24 hours of filing an individual’s tax return. Taxpayers …

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