Waterloo, Ontario

Accountants for Waterloo.

Our office is right here in Waterloo. Tech employees with stock compensation, landlords, consultants and growing companies — we handle the tax side so you can focus on the work.

Waterloo moves fast. Tech careers bring stock options, RSUs and signing bonuses; a university town brings rental property owners and students filing their first returns; and the start-up scene brings founders deciding when and how to incorporate. Each comes with tax decisions that are easy to get wrong.

Where we help Waterloo clients most

  • Employees with equity compensation. Understanding when stock options and RSUs become taxable — and planning around it.
  • Rental property owners. Rental income and expenses, capital cost allowance decisions and what happens when you sell.
  • Consultants and contractors. Self-employment returns, HST registration and the sole-proprietor-vs-corporation question.
  • Owner-managed corporations. T2 returns, year-end statements and salary-vs-dividend planning.

Visit us

You'll find us at 155 Frobisher Drive, Unit H 217. Appointments Monday to Friday, 9 am to 7 pm, with weekends and after-hours by appointment.

Waterloo FAQ

Local questions.

155 Frobisher Drive, Unit H 217, Waterloo, ON N2V 2E1. Please book ahead so we're ready for you.

Yes. Filing your first return builds RRSP room and keeps you eligible for credits and benefits — we'll make sure it's done right.

Let's talk.

Book a consultation. We'll look at the whole picture — your income, your business, your deadlines — and plan the year ahead.