Our Services
Optimize LLP provides accounting, tax, and assurance services to individuals, businesses, trusts, and estates. We work closely with our clients to understand their circumstances and provide practical, professional advice while helping them meet their financial reporting and compliance obligations.
Personal
Accounting & Tax
Personal Tax Filing
We prepare accurate and timely personal income tax returns and assist clients in meeting their filing obligations while identifying available deductions and credits based on their individual circumstances.
Personal Tax Planning
We help clients understand tax planning opportunities, anticipate future tax obligations, and make informed financial decisions while remaining compliant with applicable tax legislation.
Trust & Estate Planning
We work collaboratively with financial planners and legal professionals to support trust and estate planning strategies. Our role includes providing the accounting and tax expertise needed to help clients implement and manage their estate plans effectively.
Corporate Accounting & Tax
Corporate Tax Filing & Planning
We help you meet your tax filing obligations, but also help you Optimize and plan your tax situation, generally extracting cash from the corporate level to the personal level efficiently.
Corporate Accounting
We provide accounting services that help business owners maintain accurate financial information, satisfy reporting requirements, and support informed business decisions.
Various Reporting
We prepare and file T4s, T5s, GST, PST, WSB, Employee Health Tax, and almost any other reporting obligations that you may have.
Assurance & Financial Reporting
Compilation Engagements
Formerly known as Notice to Reader engagements, compilation engagements are prepared in accordance with Canadian Standard on Related Services (CSRS) 4200 using information provided by management. These engagements do not provide assurance on the financial information.
Review Financial Statements
We provide an efficient review engagement and work with you to meet any reporting obligations that you may have.
Audits
We perform audit engagements in accordance with Canadian Auditing Standards to provide an independent opinion on an organization's financial statements.
Looking for Trusted Accounting & Advisory Support?
Experienced professionals committed to delivering thoughtful advice, responsive service, and long-term client relationships.