About the firm
Built around the client's bottom line, not our own paperwork.
Terry Kwan & Andy Lee CPA Professional Corporation offers accounting, tax, and advisory services to individuals and businesses across the Greater Toronto Area. The practice was started with a straightforward goal: give clients books they can trust and advice they can act on, without the run-around that often comes with professional services.
Every engagement, whether it's a single tax return or ongoing monthly bookkeeping, is handled with the same attention to detail and the same commitment to being reachable when a question comes up.
How we work
01
Accurate
Every figure is reconciled before it reaches you. No estimates presented as facts.
02
Direct
If a decision is going to cost you money, you hear it plainly and early, not buried in a footnote.
03
Available
Questions get answered by the person who did the work, not a call queue.
Services
Every line item, handled.
From a single return to ongoing monthly bookkeeping, each engagement is scoped to what you actually need, nothing bundled in that you won't use.
Personal Tax Preparation
T1 returns prepared and filed for individuals and families, including rental income, investment income, and self-employment.
Corporate Tax Preparation
T2 corporate returns, year-end filings, and tax planning to keep your corporation compliant and efficient.
Bookkeeping & Reconciliation
Monthly or quarterly bookkeeping, bank reconciliations, and financial statements kept current throughout the year.
GST/HST Filings
Registration, filing, and remittance handled on schedule, with rebate reviews where they apply.
Business Advisory & Financial Consultation
Incorporation guidance, cash flow planning, financial consultation, and performance reviews to support decisions as the business grows.
CRA Correspondence & Government Forms
Business consent, individual authorization, and other CRA forms prepared and submitted on your behalf.
Financial Statement Preparation
Compiled financial statements prepared for lenders, shareholders, or internal decision-making, drawn straight from your reconciled books.
Payroll & T4 Filings
Payroll processing and year-end T4/T4A preparation and filing, so your employees and the CRA get accurate numbers on time.
Have a set of books that need a second look?
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