Jonathan Ruben, Toronto Chartered Accountant - Certified Financial Planner &  Public Accountant (U.S)


cra tax forms
events calendar
newsletters
tax alerts
financial tools
quick charts
tax organizer thoughtfully planning to enhance your bottom line

personal services

income tax

  • Personal income tax returns & tax refund maximization
  • Tax planning to minimize taxes
  • U.S. income taxes
  • Notice of Objections

financial planning

  • Financial planning for investments
  • Retirement planning
  • Budgeting
  • Analysis to assess after-tax returns on acquisitions & divestitures
  • Trusts

estate planning

  • Estate freezes
  • Probate reduction
  • Insurance planning

our client base

Architecture Firms
Authors
Automobile Dealerships
Baby Product Companies
Chiropractors
Communications Companies
Computer Sales & Service Providers
Consultants
Cosmetics Firms
Dentists
Distributors
Engineers
Entertainment Producers
Family Trusts
Fitness Clubs
Holding Companies
Importers
Interior Designers
Investment Firms
IT Service Providers
Lawyers
Medical Practitioners
Manufacturers
On-line Retailers
Pet-Care Providers
Private Schools
Professional Athletes
Real Estate Firms
Recruiters
Retailers
Traders
Translation Service Providers
Wholesalers
I've had the pleasure of working with Jonathan for several years and find him to be very personable, knowledgeable, professional and analytical in problem solving.

Through gaining an understanding of each client, Jonathan evaluates relevant needs and devises solutions satisfying even the most demanding of clients.

His experience with SR&ED tax credits has facilitated clients claims to realize these refundable investment tax credits. Jonathan is efficient, possesses a strong work ethic and is passionate about his work and pleasing his clients.

CA, real estate development, 400 employees