CPA Services

Our team of CPAs works with corporations, LLCs, partnerships, individuals, and not-for-profit agencies to plan, measure, and analyse their financial results through goal-setting, planning, and recommending improvements in efficiencies to accounting and computer systems.  We further recommend tax strategies and technology-based solutions to benefit our clients.

In addition, our CPAs work with the other Canon Capital divisions as well as our well established network of lawyers, bankers, insurance agents, and other professionals to provide unique tailored solutions for your needs.

Services Provided by our CPAs

  • Business Start Up Planning & Assistance
  • Bookkeeping
  • Cash Flow & Budgeting
  • Forecasts & Projections
  • Compiled & Reviewed Financial Statements
  • Tax Analysis & Proactive Planning
  • IRS and other Audit Representation
  • Tax Return Preparation – Business Entities
  • Tax Return Preparation – Individuals
  • Tax Return Preparation – Trusts & Estates


2016 Peer Review Report


Personal Financial Planning

Our team of PFSs (Personal Financial Specialists) work with individuals in a variety of areas including financial planning, income tax planning, insurance planning, investment planning, charitable planning, and financial independence.

Services Provided by our PFSs:

  • Retirement Planning & Social Security Planning
  • Assistance With Drafting Wills, Living Wills, & POAs
  • Trust Establishment
  • College Tuition & Scholarship Planning
  • Personal Net Worth Analysis

Business Advisory

At Canon Capital, we know what it’s like to lose sleep over tough business challenges, especially in today’s environment.  Our team of Certified Management Accountants (CMAs) have years of experience in working with business owners to create strategies that work.  Whether you are looking to grow your business or looking to start, acquire, or sell a business, we will help you work through the issues and make the right decisions.

Services Provided by our CMAs and Business Advisors:

  • Acquisition & Disposal Strategies
  • Capital Structure & Entity Advice
  • Controller Services
  • Organizational Management

Succession Planning

Handing over your business to family members successfully can mean the difference between being financially sound for life or losing the value of many years of hard work and effort.

More than 70 percent of family-owned businesses do not survive the transition from founder to second generation. Rather, they fall prey to either the estate tax or family discord. Developing and implementing a well-designed plan is essential to the long-term success of the business you’ve grown and developed from the very beginning.

Succession planning also applies irrespective of whether you have family members looking to take over the business. One day you are going to need to exit the business, through retirement or sale. Succession planning covers the key steps to prepare the business for that moment.

In the event of selling the business to an outside purchase, Canon Capital can manage that process for and with you, as that can be an arduous undertaking.

It’s important to keep this concept in mind: Ultimately, for your business to truly be a realizable asset for you, you need to constantly be working on it with a view to selling it sometime in the future. Whether you do sell it or not is irrelevant. Keeping that frame of mind means that at least you will always be in a position to sell it and realize its true value, if you should ever want or need to.

That focus gives you a greater awareness of the need to systematize your business and make it less dependent on you. People want to buy businesses that work, not businesses that are run by people that work and work and work. Succession planning then is an ongoing, ever improving process and is just as much about working ON your business as planning for the future.

Useful CPA Links and Resources

2018-2019 Tax Planning Guide

Our most current peer review results

Customer File Upload – Use this link to send a file directly to Canon Capital.

IRS NEWSTAND – News releases and fact sheets from the Internal Revenue Service

IRS Tax information for individuals and businesses – Find the status of your refund, IRS phone numbers, withholding calculator, and more…

Tax Cuts and Jobs Act – Policy Summary

The link below contains financial and tax calculators for items such as mortgages, home equity, autos, stocks, mutual funds, retirement and LOTS more.

  • Financial Calculators
    : All calculators are provided by a 3rd party and are provided here as a reference tool only. The accuracy of these calculators and their applicability to your circumstances is not guaranteed. You should obtain personal advice from one of our qualified professionals.

Changes to the Meals and Entertainment Deduction

The Tax Cuts and Jobs Act took effect January, 2018 bringing changes to the Meals and Entertainment deductions.

To see a side-by-side comparison of all that has changed, download our FREE Guide to Deductible Meals and Entertainment Expenses.

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