About UM
Clear answers at every stage.
About UM Tax and Accounting Inc.
UM Tax and Accounting Inc. helps businesses and individuals in Canada get their tax, bookkeeping and accounting right, and understand what it means for them.
Our work covers tax returns and planning, cross-border tax, estates and trusts, bookkeeping and accounting, representation with the CRA, fractional CFO support and company setup. Whether you run a corporation, live between Canada and another country or are settling an estate, we work out what applies to you, take care of it, and explain it in plain terms.
Every engagement starts with a written scope. Every position we take is recorded with its reason, and every delivery notes the next dates that apply to you. We bring careful, documented work and the practical view of a business operator to each file, so you can make decisions with confidence.
- The business
- UM Tax and Accounting Inc.
- Tax, bookkeeping, advisory and fractional CFO services.
- With the CRA
- Acts as your authorized representative with the CRA, once you authorize us.
Our mission
We mind the numbers. You build the business.
Our values
Clarity
Everything we deliver comes with a plain explanation of what it shows and what, if anything, you need to do. If it isn’t plain, we haven’t finished.
Rigour
Every position and every judgment is written down with its reason, so the work can be relied on today and checked years later.
Foresight
Every delivery notes what comes next: the dates, the decisions and the things worth tracking. Next quarter should never be a surprise.
Ownership
Every file has one accountable owner, from the engagement letter to the last delivery. You always know who to ask.
Integrity
Scope is agreed in writing before work begins. We say plainly what we will not do, and nothing goes out without your approval.
Practicality
Advice measured against how a business actually runs: its cash, its people and its time, not only against the rules.
See what we can do for you
Tell us what you need done and which deadlines matter. You will receive a written scope before any work begins.