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
After starting with another accountant, experiencing the frustration of a start-up business and a dream not being taken seriously, we met with Jonathan who quickly spotted several opportunities for company growth.

With his team's tireless effort in setting goals, keeping us on track, giving consistently insightful advice, guiding us through the SR&ED maze to yield annual 6 figure refunds, structuring incentive plans, securing financing and always bringing value to the table, our revenue has grown more than 20 fold.

Jonathan is a positive addition to the key advisor group of any business looking to take their game to the next level.

Owner-manager, manufacturer, 30 employees