Our Services
Financial record keeping - Daily transactions recorded and reconciled
Rise 360 - A 360° view of your numbers with proactive advice, clear KPIs, and always-on support.
Corporate Restructuring
Many businesses start out with a single shareholder, but as they grow, restructuring often becomes necessary to ensure the corporate structure aligns with the evolving business landscape. We partner with business owners to reorganize their corporate frameworks in a way that supports their specific goals. Whether it’s asset protection, loss utilization, butterfly transactions, or succession planning, we provide tailored solutions. Our focus is to ensure your corporate structure is built to support and reflect your business objectives.
Succession Planning
After years of hard work building their business from the ground up, many entrepreneurs eventually look to slow down and pass their legacy on to the next generation.
We’re here to support that transition. Our team helps craft personalized, tax-efficient succession plans that not only ease the transfer of ownership but also give the founders the flexibility and control they need throughout the process.
Estate Planning
For business owners and high-net-worth individuals, estate planning goes beyond distributing assets—it’s about preserving your legacy, protecting your wealth, and ensuring a seamless transition to the next generation. We provide tailored, tax-efficient estate planning solutions that may include tools such as family trusts, estate freezes, holding companies, and dual wills. Our approach balances your personal values, financial goals, and long-term vision. Whether you're planning for business succession, safeguarding family assets, or minimizing estate taxes, we help you navigate the complexities with clarity and control—so your legacy is secure for generations to come.
CCH iFirm Client Log In
Making Life Simpler!
Rise uses CCH iFirm to provide our clients with a seamless, efficient, and secure accounting experience. This cloud-based accounting platform allows us to manage your financial data with greater accuracy and real-time accessibility, ensuring that you always have the most up-to-date information at your fingertips. With CCH iFirm, you can easily collaborate with our team, access documents, and track your financial status from anywhere, making tax filing, bookkeeping, and compliance more convenient than ever.
2 - Corporate and Business Tax Returns:
Managing the complexities of corporate and business taxes demands expert guidance and personalized attention. At Rise CPA LLP, our team of tax specialists is dedicated to helping your business stay fully compliant with all the tax laws and regulations while maximizing financial efficiency. We offer a full range of services—including strategic tax planning, accurate preparation, and smooth filing—to ensure your business’s tax matters are handled with the utmost care and professionalism.
3 - Trust Returns:
Handling trust returns requires expert guidance and dedicated attention. At RISE CPA LLP, our team of tax professionals is committed to ensuring your trust remains fully compliant with all tax laws and regulations while optimizing financial outcomes. We recognize the complexities of trust taxation and strive to make the process straightforward for you. Our comprehensive services encompass careful preparation, precise filing, and strategic tax planning tailored to the unique needs of your trust. Whether managing a simple or complex trust, our experienced professionals deliver accurate and efficient tax solutions, giving you confidence and peace of mind throughout every step.
4 - Estate and Terminal Tax Returns:
At RISE CPA LLP, we provide expert and compassionate assistance in managing estate and terminal returns. Through meticulous preparation, accurate filing, and strategic tax planning, we handle your estate’s tax affairs with precision and professionalism and empathy during these sensitive times.
Tax Compliance
1 - Personal Tax Returns:
Filing personal tax returns can often be complicated and overwhelming. At RISE CPA LLP, our experienced tax professionals are committed to making the process straightforward and stress-free. We offer customized services that include accurate preparation, timely filing, and strategic tax planning aimed at maximizing your tax savings and minimizing liabilities. With our attention to detail and dedication to your financial well-being, you can trust us to manage your personal tax returns efficiently. Whether your tax situation is simple or complex, we provide dependable guidance and support throughout every step.
Financial Record Keeping
Accurate and organized financial records are the foundation of any successful business. At RISE CPA LLP, we understand that effective record keeping is essential for making informed decisions, ensuring compliance, and optimizing your financial health.
Bookkeeping and Data Entry: Timely and precise recording of all financial transactions to keep your books up-to-date.
Financial Statement Preparation: Clear and comprehensive reports that give you insight into your business’s performance.
Expense Tracking and Reconciliation: Monitoring and reconciling accounts to maintain accuracy and control over your finances.
Payroll Management: Efficient handling of payroll records, tax deductions, and compliance with employment regulations.
Customized Reporting: Tailored financial reports that provide the information you need to manage and grow your business.
With RISE CPA LLP managing your financial records, you gain peace of mind knowing your data is accurate, compliant, and ready for tax season or strategic planning.
Let us take the hassle out of record keeping so you can focus on what matters most—running your business.
CRA Audit Support
Dealing with the Canada Revenue Agency (CRA) can be complex and, at times, stressful. Whether you’re facing an audit, a review, or have received a notice or reassessment, our team at RISE CPA LLP is here to guide you through the process with confidence and clarity.
CRA Audit Representation: We act as your advocate, communicating directly with the CRA to manage audits professionally and protect your interests.
Review and Reassessment Assistance: We help you understand CRA correspondence and respond accurately and promptly.
Dispute Resolution: If you disagree with an assessment or decision, we provide expert guidance to challenge it effectively.
Voluntary Disclosures: If you need to correct past tax filings, we assist in making voluntary disclosures to minimize penalties and interest.
With years of experience navigating CRA processes, our knowledgeable professionals help alleviate your concerns, ensuring you receive fair treatment while minimizing potential liabilities.
Let us handle the complexities of CRA interactions so you can focus on what matters most—running your business and managing your finances with peace of mind.
Rise 360
RISE 360° is a comprehensive business analysis service designed to help you navigate the path to long-term corporate success. Our team conducts an in-depth evaluation of your business from all angles, uncovering both strengths and opportunities for improvement. We examine key areas such as operational efficiency, financial performance, customer experience, and employee engagement—shedding light on the core elements that shape your organization. With RISE 360 as your trusted advisor, you'll receive actionable insights and a strategic roadmap to support informed decisions and drive sustainable growth.
