Chartered Professional Accountant

Trusted Accounting &
Tax Services Since 2005

465 Morden Road Suite 204
Oakville, ON
L6K 3W6

t: 905.338.9500

Accounting | Tax | Advisory
Estates & Trusts

|Our Firm|

Your Partner in Growth & Success

From concept to vision and execution, we are dedicated to helping entrepreneurial clients achieve their dreams and business successes by helping them establish sound practical accounting, business and financial processes, including strategic tax planning for positive financial results to the bottom line. Through our focus on services for small to medium sized businesses, we are committed to delivering quality services that meet each client’s unique objectives.

STPC serves clients throughout Peel and the Greater Toronto Area. Our primary areas of practice experience include owner managed businesses encompassing:

  • service industries
    computers, consulting, design, spa
  • distributorships
  • manufacturing
  • professional services
  • proprietorships
  • retail and wholesale
  • health care
  • import/export
  • investment holding companies
  • real estate
  • construction
    contractors, sub-contracting, electricians, renovators
  • daycares

We also provide services for:

  • personal wealth management
  • estates and trusts
  • recreational clubs and associations
  • not-for-profit organizations, including political riding associations and charities
  • audits and reviews

With a cost conscious approach we assist all our clients in meeting their business and financial objectives.
Let our firm ease the burden of running your business and allow yourself to be more productive in doing what you know best.

 

|Our Team|

Supporting Your Growth & Success

The STPC team, along with our
well-connected referral partners, is ready to handle all your business needs. STPC brings a wealth of experience to the table.
Every client, small or large, is valued and treated with equal care, courtesy and respect.

Shirley Tom, Managing Principal

C.DIR, CEA FCPA, FCGA, LPA

Born in Montreal, Shirley has been engaged in public accounting and various finance sectors since the mid-1970s, including a long term stint at a Bay Street law firm in the estates and trust practice area. Since setting up the practice in 2005, helping entrepreneurs achieve their dreams is at the forefront of Shirley’s business motto “Vision Beyond Numbers”.  She has more than 25 years of extensive experience in all facets of accounting, tax and consulting work with a marketing flair in keeping with the fast paced changing technologies of our times. With a strong understanding of corporate governance issues, Shirley also offers business advisory services for structural changes and management processes in corporations and not-for-profit entities. She readily understands the commitments and hard work required for building business value and will go the extra miles to achieve results for her clients.

Shirley received her Certified General Accountant designation in 1989 and, in addition to her 2004 Ontario Distinguished Service Award, the prestigious FCGA award from CGA Canada in 2011 and her FCPA in 2015. She completed the rigorous program for her Chartered Director designation in 2012. Shirley is also a Certified Executor Advisor (CEA) since 2016. Shirley believes in giving back to the community and currently serves on many non-for-profit boards and executive committees.

Victoria Grigg, Senior Associate

Victoria obtained her Bachelor of Business Administration at Wilfrid Laurier University in 2009 and earned her Chartered Accountant (CA) designation in 2012 with PricewaterhouseCoopers (PwC) honing her public accounting knowledge during her 4+ years with the firm.  Since leaving PwC, she expanded her knowledge of the wholesale, retail and banking industries through her work in Internal Audit at The Beer Store, Loblaw and PC Financial (a division of Loblaw).  Her previous experience includes both financial and operational audits, where she assisted businesses in identifying efficiencies in order to help drive company success.  I am confident her competencies and capabilities will be a great asset to this firm and, in turn, your business!

CPA, CA

|Services|

STPC offers a full range of professional accounting & tax services

With core services enhanced by knowledge gained through years of experience we also add important management capabilities for entrepreneurs, such as business performance improvement tracking and timely monitoring of progress with STPC throughout the year.
Our services include:

Business & Individual Services

  • Accounting engagements, including financial statements
    (compilations, reviews or audits)
  • Income tax return filings (individual (T1), corporate (T2) or trust (T3))
  • Partnership accounting
  • Bookkeeping (sole proprietors and corporations)
  • Business consulting and advisory
  • Government reporting compliance (Income Tax, HST, EHT, WSIB)
  • Payroll services, including T4, T4A, T5 & T5018 filings
  • Liaison with Canada Revenue Agency (CRA) for information requests,
    taxpayer fairness applications, voluntary disclosures, payroll and HST audits
  • Certified QuickBooks consulting and software training
  • Business and personal financial and tax planning, including budgets
  • Tax seminars and business presentations

Management Services

  • Business plans and proposals for bank or private financing
  • Corporate restructuring
  • Budgeting and cashflow analysis
  • Development and implementation of business processes and work flows
  • Corporate policies and procedures
  • Succession planning
  • Board of Director or Corporate Advisory Group representation
  • Interim CEO or CFO secondments

Estates & Trusts

  • Estate accounts for court passing
  • Guardianship and power of attorney accounts
  • Deceased taxpayer T1 terminal tax return
  • T3 trust and estate income tax returns
  • Trustee support (administration, executor assistance)
  • Liaison with legal representations (estate lawyer, Children’s Lawyer)

QuickBooks ProAdvisor

Certified in the following:

  • QuickBooks Desktop
  • QuickBooks Online (QBO)
  • QuickBooks Payroll

|Resources|

Quick Links To...

Chartered Professional Accountants of Ontario

Bank of Canada

Canada Revenue Agency (CRA)

CRA – All Rates

Services Canada

Services Ontario

Ontario Ministry of Finance

Ontario Ministry of Labour

Ontario Employment Standards