Business Advisory

Trust us to provide more than compliance work.

Our Services

For over 65 years, Ward & Uptigrove has uniquely approached our clients’ corporate and personal financial needs. We’ve listened, identified gaps and developed services to support small business owners.

We work with you to deliver responsive, proactive tax, accounting, and advisory services in an environment of trust, integrity and open communication.

Business Advisory Services

Organization Structure
Succession Planning
Valuations
Budgeting and Planning
Financing and Cash Flow Management

Tax

Tax Compliance Services

Preparation of corporate and personal tax returns
Assistance with Canada Revenue Agency reviews and audits

Tax Planning Services

Personal compensation planning
Business ownership structures
Structure of business sale/purchase transactions

Estate Planning

We review your current wills and overall estate plan to ensure it reflects your wishes and aligns with current tax legislation. Our team identifies opportunities to minimize taxes, preserve wealth, and implement strategic planning solutions to help maximize the value of your estate for future generations.

“We appreciate that Ward & Uptigrove not only completes the work required, but suggests and makes recommendations on where they see current and potential shortfalls. We can continue to work to our strengths by allowing them to work to theirs on our behalf.”

Tyler Van Dyke, President, T&T Power Group Inc.