Accounting · Tax · Advisory
Strategic tax & accounting. Your foundation for financial excellence.
Expert financial stewardship, seamlessly integrated with your wealth, legal, and family office objectives - providing clarity, accuracy, and long-term confidence.
A small, specialized team with 30+ years of combined experience - supporting owner-managed businesses, professional corporations, and families across Ontario.
The Language of Your Success
“Accounting is the language of business.”
01 · Who We Help
Support for the people behind the numbers.
Every client has a different financial story.
Some are building businesses. Some are managing professional corporations. Some are preparing personal tax returns. Others are organizing bookkeeping, responding to CRA questions, or planning for the next stage of growth.
Our role is to understand your situation first - then help you move forward with clarity.
Business Owners
For owner-managed businesses that need clear reporting, tax coordination, bookkeeping, payroll support, and year-end preparation.
Professionals
For dentists, physicians, pharmacists, consultants, realtors, lawyers, and incorporated professionals managing personal and corporate tax needs.
Families & Individuals
For individuals and families who want personal tax filing handled with care, accuracy, and clear communication.
02 · How We Help
Practical support for today’s obligations and tomorrow’s decisions.
Accounting is not only about meeting deadlines. It is about creating a clear financial foundation.
When your records are organized, your filings are accurate, and your reporting is easy to understand, you are better prepared to make decisions about your business, your family, and your future.
- 01
Corporate Tax Planning
Support for incorporated business owners and professional corporations with corporate tax filings, year-end coordination, retained earnings, HST/GST considerations, CRA support, and compensation planning conversations. - 02
Personal Tax Services
Personal tax preparation for individuals, families, self-employed professionals, rental property owners, and investors. - 03
Accounting & Bookkeeping
Monthly bookkeeping, payroll support, HST/GST filing support, financial reporting, catch-up bookkeeping, and year-end preparation. - 04
CRA Reviews & Compliance
Support with CRA letters, audit requests, reassessments, document organization, deadlines, and compliance reviews. - 05
Business Advisory
Practical guidance on business structure, cash flow, budgeting, accounting systems, compensation, financing, and growth decisions.
03 · Industries We Support
Accounting shaped around the way your business actually works.
Every industry has different revenue patterns, expenses, payroll needs, compliance requirements, and planning considerations.
We take the time to understand your business model so the accounting and tax support you receive is practical, relevant, and clear.
Dental & Medical Clinics
Supporting healthcare professionals with bookkeeping, tax filing, payroll, and financial clarity so they can stay focused on patient care.
Physical Therapy & Health Clinics
Helping clinic owners manage accounting, compliance, and reporting in a structured and organized way.
Daycare Centres
Accounting and tax support for childcare businesses with unique payroll, expense, and compliance requirements.
Bars & Restaurants
Helping hospitality businesses manage payroll, bookkeeping, expenses, tax filings, and financial reporting.
Education Centres
Supporting education-based businesses with budgeting, payroll, tax compliance, and year-round accounting organization.
Salons & Spas
Service-based businesses supported with bookkeeping, tax filings, payroll, and clear financial reporting.
Professional Services
For consultants, real estate professionals, lawyers, IT professionals, and incorporated professionals who need organized accounting and tax support.
Real Estate Investors
Supporting rental income reporting, expense tracking, corporate structures, and long-term tax coordination.
04 · The SG Difference
We look beyond the numbers.
At SG, we believe financial work should feel personal, thoughtful, and connected.
Your accounting, tax, business, and wealth decisions often affect one another. A corporate tax decision may affect compensation. Compensation may affect retirement planning. Business structure may affect succession and estate planning.
Our role is to help you understand the bigger picture while staying grounded in accurate, organized financial work.
Seamless Integration
Tax and accounting strategies developed in concert with your wealth, legal, and family office planning - coordinated, never fragmented.
Proactive Optimization
Foresightful advice to maximize tax efficiencies, improve cash flow, and support long-term growth - before deadlines arrive.
Client-Centric Clarity
Personalized counsel tailored to your business and family - transparent, plain-language, and built on a real understanding of your situation.
Expertise & Foresight
Deep technical knowledge applied with a long view, so today’s decisions still hold up against tomorrow’s planning.
A relationship built on trust, clarity, and care.
05 · The SG Ecosystem
One coordinated view of your financial picture.
Clarity comes when every professional is working from the same picture. SG Tax & Accounting sits inside a wider ecosystem that keeps your accountant, advisor, and lawyer aligned around one long-term plan.
SG Family Office
A single coordinated view across tax, wealth, legal, and legacy planning. The hub that connects every pillar of your financial life into one long-term strategy.
- You Are Here
SG Tax & Accounting
Corporate and personal tax, bookkeeping, payroll, and year-round compliance support.
- Partner
SG Wealth
Investment, retirement, insurance, and long-term portfolio planning conversations.
- Partner
SG Law
Corporate, estate, and family-law support coordinated with your accountant and advisor.
Your Integrated Financial Picture
“Clarity comes when every professional is working from the same picture.”
06 · Trusted Financial Guidance
Owner-managed results, in their own words.
Client identities are anonymized to respect confidentiality. Quotes shown are representative of feedback we hear from owner-managed businesses across Ontario.
They treat the corporation, the owner’s personal return, and the family planning conversations as one file. Nothing falls between the cracks anymore.
Incorporated Dental Professional · Markham, ONI used to dread CRA letters. Now they get answered within days and I have the working papers on file. That alone changed how I run the business.
Restaurant Group Owner · GTAThe quarterly check-ins on instalments and compensation mean I’m never surprised in April. The planning happens before year-end, not after.
Professional Corporation · Real Estate
05 · How We Work
A calm, coordinated process.
Five steps designed to make accounting and tax support feel organized, predictable, and easier to understand - from the first conversation through to ongoing, year-round care.
- 1Step 01
Understand
We begin by learning about your personal, business, and family situation.
- 2Step 02
Organize
We review records, filings, bookkeeping, payroll, and supporting documents.
- 3Step 03
Prepare
We coordinate tax filings, accounting work, bookkeeping, payroll, and compliance support.
- 4Step 04
Review
We explain what matters, answer questions, and identify planning conversations where relevant.
- 5Step 05
Support
We stay connected throughout the year so financial decisions do not feel rushed.
06 · Insights
Practical guidance for better financial decisions.
Clear, useful writing on tax planning, bookkeeping, business structure, CRA matters, and long-term financial confidence.
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Let’s Talk
Have questions about your accounting or tax situation?
Let’s start with a conversation. Whether you need help with tax filing, bookkeeping, CRA correspondence, compliance, or business planning, we are here to listen first and help you understand the next step.