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Tax and Accounting Service

UM Tax and Accounting Inc.

Accounting, Tax & Consulting

Senior-led tax and advisory for businesses across Canada and beyond.

Our story

Why we started.

Most small businesses in Canada end up with their finances split across three or four people who never speak to each other. A bookkeeper who codes transactions. A tax preparer who sees the year once it's over. Maybe a payroll service. Nobody is looking at the whole thing, and nobody is looking ahead.

That split costs real money. A GST/HST filing frequency chosen by default instead of deliberately. A year end date picked at incorporation without anyone explaining it was permanent. Foreign property that triggers a reporting requirement nobody flagged. None of these are complicated problems. They just need someone whose job it is to notice.

UM Tax and Accounting was built to close that gap. Books kept current through the year, tax handled by someone who already knows the file, and planning that happens before decisions close rather than after. One senior point of contact, which is the point.

What we hold ourselves to

Engagements led by a senior professional100%
Response time on client queries< 1 day
Fee surprises after scopingNone
Values

How we work.

01

Independence

Our advice has no hidden commercial agenda. We recommend what serves you, including, occasionally, doing nothing.

02

Rigor

ASPE and IFRS where they apply, models built to Advanced Financial Modeler standards, and documentation that holds up when CRA, a lender, or an investor asks. Where an engagement calls for work outside our scope, we prepare the file and bring in a licensed CPA.

03

Candor

If there's a problem in your numbers, you hear it from us first. Early, plainly, with options.

04

Continuity

The senior professional you meet is the one who delivers. Knowledge of your business compounds year over year.

Leadership

Meet the people behind the work.