My Firm

As the great Roman orator Cicero once said;
"Do I really have to pay this much income tax?"

I am an experienced accountant and published author. With twenty years of “servicing small businesses” I am capable of doing much more than preparing your financial statements or tax return although this is often the core of my service. I will provide ongoing advice on minimizing taxes, maximizing profits, and achieving your long-term financial goals. I will help in the preparation of budgets and business plans, advise on investment or business opportunities, and put you on track to achieving long term objectives. My services range from estate planning to tax and management consulting. As your accountant, I will be your principal business and financial advisor. My work starts where other accountants often finish.

I have developed close relationships with my entrepreneurial clients. I have helped them to minimize their taxes, increase their profitability and acquire necessary financing when their companies were growing too quickly. I have been a consistent ally, who has prodded them forward when they lost focus, provided direction when they waivered, and kept them on track towards achieving their long-term financial goals.

Why Not Go To the Guy Who Wrote the Book?

I have put out a number of publications. In addition to an annual tax update, which informs clients of key tax changes and tax planning strategies that may appropriate for them, I also publish an information letter after any government budget that materially changes corporate or personal income taxes.

I have written two books, which have been published as Cole’s Notes. One is on estate planning and one on accounting for small business. You will find both helpful in setting up and running your small businesses. By hiring me, you not only get the books, but you hire the guy who wrote them.

I urge you to browse through the sight and acquaint yourself with some of the services offered. Please don’t be shy - either send me an email or give me a call and we’ll set up an appointment. Your first appointment is free of charge and without obligation.