Jason B

Looking for an accountant who can advise on Estate, Family, and Small business accounting matters.

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Client in Toronto

I have several major tasks on my plate: 1) A 5 year family accounting plan for two mid career professionals with a household income over 130k 2) A 5 year small business plan that will involve reincorporation of a dormant business I typically use to perform professional IT Consulting Services 3) An urgent Estate matter - my mother passed away last month. I am Estate Executor and I am looking to get some help in navigating the estate matters (property of about 350-600k, 100k in debts on property) and planning next steps. Next steps may involve purchasing the 50% interest of a sibling to keep the property, we have potential investors and we need a plan going forward) And of course anything else that comes up. Each of these may be dealt with separately but I'm hoping to bundle as much as possible into one job if possible. Recommendations welcome.

Client Details

Email Address ...@....com
Phone Number 647-868-...


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