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Our Story in Numbers

Our business is numbers. It’s what we do day in and day out for many clients all over the Orillia, Barrie and GTA region. These financials are more than numbers though; they tell our story. It’s a story that describes our past, present, and where we are positioned to go in the future.

We hope that all of these numbers will come together to provide you with a clear idea about who we are, what we do, who we do it for and how well we do it!

$112,700 saved by tax clients by pension income splitting
$186.9 MILLION of total sales earned by our corporate clients last year
$142 MILLION of total assets owned by our corporate clients end of last year
$14.3 MILLION of taxable income earned by our corporate clients last year
120 HOURS of continuing professional education over a three year period for each professional staff
$1.6 MILLION in refunds for our personal tax clients in the last year
$2,902 average personal tax refunds last year (of those receiving refunds)
62.7 % of our personal tax clients received refunds last year
$1.587 MILLION of scientific research and experimental development tax credits earned by corporate clients last year
$54,500 Ontario apprenticeship training tax credits earned by corporate clients worth