Services

Tax Planning and Compliance


  • Personal tax minimization strategies and filing
  • Corporate income tax preparation and planning 
  • Estate/Trust tax planning and compliance (T3)
  • Representation before tax authorities
  • Non-resident taxations
  • Foreign reporting
  • Final tax returns for deceased taxpayers
  • SR & ED consultation and filing
  • Voluntary Disclosures
  • Estate, Succession, and Retirement Planning
  • Corporate Reorganizations

Accounting Engagements and Other Services


We can assist your business with the preparation of basic Financial Statements or other periodic services that you will normally be required for proper regulatory compliance requirements.

  • ​Notice to Reader (Compilation) Financial Statements
  • Computerized Bookkeeping services (monthly, quarterly and annual)
  • Payroll services including WSIB Compliance 
  • HST Compliance reporting
  • Annual filing of T4/T4A/T5/NR4/NR6/T5013/T5018 and related summaries

Business Advisory and Consulting Services


  • Preparation of cash flow projections and business plans
  • Review of bank credit facilities and facilitating relationships with clients and lenders
  • Mergers and acquisitions/selling businesses, negotiating strategy, structuring purchases and sales, due diligence
  • Advising on shareholder agreements and related insurance issues
  • Incorporation and business name registration
  • Commissioner of Oaths in York Region

Assurance Engagements – We are Licensed Public Accountants and are available to provide assurance reports as may be required by Banks, Government agencies or for any other purpose.


  • Audit Engagements
  • Review Engagements
  • Notice to Reader
  • Special Purpose Engagements

COOPER BICK CHEN LLP

CHARTERED PROFESSIONAL ACCOUNTANTS