Services

Synergie CB Inc. offers an integrated approach to accounting, advisory services, and taxation to support you in every key aspect of your business, all under one roof.

Accounting

  • Preparation of financial statements in accordance with current accounting standards
  • Monthly, quarterly, or annual follow-ups and review of your accounting
  • Notice to reader and review engagement

Advisory services

  • Business valuation
  • Research fundings
  • Financial forecasts
  • Business start-up
  • Due diligence
  • Internal controls

Taxation

  • Tax compliance
    • Personal income tax
    • Corporate income tax
    • Trust income tax
  • Estate and post-mortem planning
    • Estate settlement and deceased tax returns
    • Estate freeze and family trusts
    • Planned giving
  • Corporate reorganization
    • Business purchase-sale
    • Succession integration
    • Business transfer
    • Business purchase-sale
    • Incorporation and structure optimization
    • Creation of management companies and trusts
  • Agricultural taxation
  • Tax consultation and opinions