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 been working with Jonathan and his team for about a decade. I enjoy a level of responsiveness and comprehensiveness which is rare. The level of service which Jonathan provides has repeatedly surprised me in a positive manner.

Owner-manager, financial services, 3 employees