Jonathan Ruben, Toronto Chartered Accountant - Certified Financial Planner &  Public Accountant (U.S)


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thoughtfully planning to enhance your bottom line

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income tax

  • Personal income tax returns & tax refund maximization
  • Tax planning to minimize taxes
  • U.S. income taxes
  • Notice of Objections

financial planning

  • Financial planning for investments
  • Retirement planning
  • Budgeting
  • Analysis to assess after-tax returns on acquisitions & divestitures
  • Trusts

estate planning

  • Estate freezes
  • Probate reduction
  • Insurance planning

our client base

Architecture Firms
Authors
Automobile Dealerships
Baby Product Companies
Chiropractors
Communications Companies
Computer Sales & Service Providers
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I want to thank you for the guidance and professional service you have provided me over the past seven years. As an entrepreneur, corporate officer and director of a public company, I am often faced with issues requiring thoughtful analysis and immediate action.

You and your staff have been able to service my needs at a level of professionalism and expertise which I value.

CA-entrepreneur, medical spa services, 400 employees