Professional Investment Accounting Services for Holdcos

We understand the challenges of Investment / Holdcos and the need for owner-managers to have peace of mind that their accounting and tax matters are handled well. We can assist with the entire life cycle of your investments and business:

Estate Planning
Asset Protection
Succession and Retirement Planning
Tax Planning & Optimization
Investment Management
Corporate Structuring, Acquiring or Sale of Assets & Rollovers
TOSI Rules

There are many nuances to Investment and Holdcos; our aim is to be your accessible team member for all your questions regarding tax and accounting.