We help growing businesses optimize taxes, access government funding, and stay fully compliant with the CRA requirements.


Accounting Services

Accounting Services

Accurate, timely financial statements that give you a clear picture of your business health. We handle bookkeeping, month-end close, and year-end preparation. Monthly and quarterly financial statements Bookkeeping and record keeping Accounts payable and receivable management Bank reconciliation Year-end preparation and adjustments

Consulting Services

Consulting Services

With our consulting services, we empower businesses through actionable insights and focused problem-solving strategies. Such as Business Owner Tax Optimization SR&ED & Innovation Credits, Virtual CFO PHSP for Business Owners and CRA Resolution

Canada & USA Payroll Services

Canada & USA Payroll Services

Our service ensures compliance with the respective tax regulations and wage laws of Canada and the USA, facilitating effortless payroll management. Our advice is grounded in current legislation and regulatory guidance of both CRA & IRS.

Trust examination supports

Trust examination supports

Trust Examination Supports" provides comprehensive evaluations and analysis services aimed at assessing credibility, reliability, and trustworthiness. Our experts utilize state-of-the-art methodologies to identify key trust indicators, ensuring a transparent and thorough review process for individuals and organizations.

Payroll tax Compliance & Reporting

Payroll tax Compliance & Reporting

Full-service payroll management that keeps your employees paid and your business compliant with all regulations. Payroll processing and direct deposit T4 and T4A preparation ROE filing WSIB reporting Payroll tax remittances

Employee Benefits & Deductions

Employee Benefits & Deductions

The Employee Benefits & Deductions service provides expertise in managing and optimizing employee compensation structures. This includes comprehensive advice on employee benefits, salary deductions, tax planning, and compliance with relevant employment laws, aiming to support both businesses and their workforce.

Timekeeping & Attendance

Timekeeping & Attendance

Our 'Timekeeping & Attendance' service provides comprehensive tools to record employee working times, schedule shifts, and generate reports to optimize resource allocation.

Payroll Consulting & Auditing

Payroll Consulting & Auditing

Our Payroll Consulting & Auditing service aids in assessing, managing, and improving payroll systems. Expertise in legislative compliance and performance metrics ensures companies maintain accuracy and uphold standards.

Budgeting and Forecasting

Budgeting and Forecasting

Our budgeting and forecasting report helps organization Develop financial plans and forecasts to support decision-making and guide business growth. We offers expert assistance in preparing accurate budgets and financial statements to ensure financial transparency and strategic planning for your business.

Financial Statement Preparation

Financial Statement Preparation

Our Financial Statement Preparation compile and prepare balance sheets, income statements, and cash flow statements to provide a clear picture of the business’s financial health.

Compliance and Regulatory Reporting

Compliance and Regulatory Reporting

Compliance and Regulatory Reporting ensures adherence to industry regulations by providing tailored reporting solutions, identifying compliance gaps, and delivering regular updates to meet evolving legal standards. We help business owners legally minimize taxes through proactive planning, available credits, and strategies fully aligned with CRA guidelines.

Audit Support and Preparation

Audit Support and Preparation

Our 'Audit Support and Preparation' service ensures a seamless auditing process by offering expert assistance, meticulous documentation preparation, and comprehensive guidance to meet compliance and regulatory standards efficiently.

Bank Reconciliation

Bank Reconciliation

We help organizations efficiently manage financial accounts by automating the comparison of transaction records with bank statements, ensuring accuracy and compliance in accounting.

Accounts  payable & Receivable Management

Accounts payable & Receivable Management

We helps organization Efficiently manage all accounts payable and receivable tasks to enhance cash flow and financial record accuracy. Tracking customer invoices, sending reminders, and ensuring timely collection of payments to maintain strong cash flow. Also, managing vendor invoices, scheduling timely payments, and maintaining positive supplier relationships.

Financial Analysis and Reporting

Financial Analysis and Reporting

We Offer detailed financial analysis and accurate reporting services to support organizational strategies. Analyzing financial performance, trends, and variances to provide actionable insights for business owners and stakeholders.

Tax Preparation and Filing

Tax Preparation and Filing

Tax Preparation and Filing Preparing and filing corporate, personal, and sales tax returns while identifying deductions and credits to minimize liabilities.

Business Registration

Business Registration

Our Business Registration service provides professional assistance in setting up your business swiftly and efficiently, handling paperwork, filing, and governmental requirements to ensure a smooth establishment of your enterprise. ✓ We provide you with business registration at a reasonable cost. ✓ Free advice on the type of business that is right for you based on your unique situation. ✓ We help you register for HST with CRA when needed all in one price

Regulatory Compliance Consulting

Regulatory Compliance Consulting

Assisting organizations in identifying and mitigating compliance risks to maintain operational integrity. For instance, Labour law compliance audits, Occupational Health & Safety consulting, Privacy and data protection compliance (e.g., employee data handling), Risk management and mitigation strategies.We help growing businesses optimize taxes, access government funding, and stay fully compliant with CRA requirements.

Business Advisory

Business Advisory

Comprehensive business guidance to help you navigate growth, transitions, and complex financial decisions. Business structure optimization Succession planning M&A support Financing assistance Risk management review Starting at

SR&ED Claims

SR&ED Claims

Expert guidance on Scientific Research & Experimental Development tax credits. We help you identify qualifying activities and prepare defensible claims. SR&ED eligibility assessment Technical narrative preparation Financial claim compilation CRA correspondence handling Claim optimization review

Inventory Accounting

Inventory Accounting

Our Inventory Accounting service specializes in reconciling and maintaining accurate financial records for inventory, ensuring compliance with accounting standards and efficient stock management. Tracking and valuing inventory, monitoring cost of goods sold, and aligning stock levels with financial reporting.

Virtual CFO Services

Virtual CFO Services

Strategic financial guidance without the full-time cost. Get the insights you need to make better business decisions. Monthly financial dashboards Cash flow forecasting Budgeting and variance analysis KPI tracking and reporting Strategic planning support

Tax Services

Tax Services

Our tax and advisory services are based on current legislation, CRA guidance, and established best practices. We focus on practical, well-documented strategies designed to improve tax efficiency while managing risk and maintaining full compliance.

Reports Services

Reports Services

Experience the pinnacle of financial expertise with our exclusive Financial Report Services. Our team of professionals provides detailed analysis, accurate data, and strategic insights tailored to your unique needs. Book your personalized appointment today for a comprehensive financial consultation that will set you on the path to success. Financial Reports Notice to the Reader Corporation Audit Assistance HST Return Audit Assistance Payroll Return Assistance Budgeting

WSIB /ANNUAL RETURN FILING

WSIB /ANNUAL RETURN FILING

WSIB /ANNUAL RETURN FILING Drivers/Renovator/Plumbers Electricians Construction Federal Corporation annual return Provincial Corporation annual returns


Compliance First

Compliance First

Every strategy we recommend is fully compliant with CRA guidelines and well-documented. No shortcuts, no surprises.

Proactive Planning

Proactive Planning

We don't just file returns, we plan ahead to identify opportunities and minimize your tax burden throughout the year.

Personalized Service

Personalized Service

You'll work with the same dedicated team who knows your business, not a rotating cast of strangers.

Excellent Customer Service

Excellent Customer Service

We believe in building lasting relationships with our clients based on trust, transparency, and results. We prioritize customer satisfaction by providing excellent support and addressing inquiries promptly and professionally. Work with a trusted professionals that is focused on compliance, clarity, and long-term financial strength.

Industries We Serve

Industries We Serve

We work with businesses across a wide range of industries, bringing specialized knowledge and experience to each sector. Technology & Software Manufacturing Professional Services Construction Healthcare Retail & E-commerce Real Estate Restaurants & Hospitality


CRA Compliance Guaranteed

Every strategy we recommend is fully compliant with CRA guidelines and well-documented.

Proactive, Not Reactive

We identify opportunities before they become problems, keeping you ahead of the curve.

Plain Language Communication

We explain complex financial concepts in terms you understand, no accounting jargon.

Year-Round Availability

Questions answered within 24 hours. We're here when you need us, not just at tax time.



Up to 35%

Tax Credits

Receive refundable tax credits of up to 35% of eligible R&D expenditures for Canadian-controlled private corporations.

Immediate

Cash Flow

Improve your cash flow with refundable credits, even if your company is not yet profitable.

Protected

Risk Mitigation

Reduce the financial risk of innovation by recovering a significant portion of your R&D investment.

Sustained

Innovation Support

Fund ongoing research and development activities to maintain your competitive edge.

What is SR&ED?
The Scientific Research & Experimental Development (SR&ED) program is Canada's largest tax incentive program for research and development. It provides tax credits to businesses that conduct eligible R&D activities in Canada.Many businesses don't realize they qualify. If your company has faced technical challenges, experimented with new approaches, or developed new products or processes, you may be eligible for significant tax credits.

Technological Uncertainty

You faced uncertainty about whether a specific result could be achieved, or how to achieve it, due to technological limitations.

Systematic Investigation

You conducted work in a systematic way, through experiments or analysis, to resolve the technological uncertainty.

Technological Advancement

Your work aimed to achieve a technological advancement that would increase the overall knowledge base.

Qualified Personnel

The work was performed by qualified personnel with relevant technical expertise in the field.

Qualifying Activities

Many common business activities may qualify for SR&ED credits. Here are some examples of eligible work: Software development with technical challenges Product design and prototyping Process improvement and automation Materials research and testing Engineering design iterations Technical feasibility studies Algorithm development Integration of new technologies


01: Eligibility Assessment

We review your projects and activities to identify SR&ED-eligible work. This includes technical interviews with your team.

02: Documentation Review

We gather and organize supporting documentation, including project records, timesheets, and financial data.

03:Technical Narrative

Our team prepares detailed technical narratives that clearly explain the technological uncertainties and advancements.

04: Financial Calculation

We calculate eligible expenditures including salaries, materials, subcontractors, and overhead.

05: Claim Submission

We prepare and submit your claim to the CRA, ensuring all forms and schedules are properly completed.

06: CRA Support

We handle all CRA correspondence and provide support during any review or audit process.

What types of businesses can claim SR&ED?

Any Canadian business that conducts eligible research and development activities can claim SR&ED. This includes corporations, partnerships, and sole proprietorships across all industries, from software and technology to manufacturing and agriculture.

What costs are eligible for SR&ED?

Eligible expenditures include salaries and wages of employees directly engaged in R&D, materials consumed or transformed, subcontractor fees (at 80% for arm's length), and overhead costs allocated to R&D activities.

What if my claim is reviewed by the CRA?

We provide full support during CRA reviews, including preparing additional documentation, attending meetings with CRA officers, and addressing any questions or concerns they may have about your claim.

How long does the claim process take?

Once submitted, CRA aims to process claims within 60 days for small to medium businesses and 180 days for larger claims. However, complex claims or those selected for review may take longer.

What if my claim is reviewed by the CRA?

We provide full support during CRA reviews, including preparing additional documentation, attending meetings with CRA officers, and addressing any questions or concerns they may have about your claim.

Why choose us for SR&ED?

Our specialized expertise and proven track record ensure you get the maximum benefit from your SR&ED claims.
Defensible Claims: We prepare detailed, well-documented claims that stand up to CRA scrutiny.
Efficient Process: Minimal time required from your team. We handle the heavy lifting.

Maximized Returns: We identify all eligible activities to ensure you claim every dollar.



Why Compliance Is the Foundation of Every Successful Business

Why Compliance Is the Foundation of Every Successful Business

A valid receipt must include the vendor’s name and address, Business Number (if GST/HST registered), description of goods or services, transaction date, and amount paid. Credit card summaries alone are not sufficient they lack the detail the CRA requires.

Read More  
What Compliance Looks Like for Canadian Businesses: Tax Compliance

What Compliance Looks Like for Canadian Businesses: Tax Compliance

The most effective way to manage compliance is through a structured calendar of obligations. The following checklist organizes the key tasks every Canadian business should track.

Read More  
The 5-Step System

The 5-Step System

A bookkeeper handles routine recording and reconciliation. A tax professional is essential for tax preparation and CRA inquiries. A payroll specialist prevents costly remittance errors. The general rule: if a question involves tax law interpretation or potential penalties, consult a professional before acting.

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How Business Owners Can Mitigate the Risk of a CRA Audit

How Business Owners Can Mitigate the Risk of a CRA Audit

Digital vs. Paper Records The CRA accepts digital records without reservation, provided they are organized, accessible, readable, and securely backed up. Receipt-scanning apps like Dext, Expensify, or QuickBooks’ built-in capture allow you to photograph and categorize receipts at the point of purchase. Store records in cloud-based systems with automatic backup losing six years of documentation to a hard drive failure is entirely avoidable.

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Balancing small business deduction eligibility and capital gain exemptions requires careful planning.


  • 5-1786 Bath Road, Kingston, ON, Canada

Let's start a conversation. Ready to optimize your taxes and take control of your finances? Book a no pressure consultation or send us a message we'll get back to you within one business day.


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Corporate  Social Responsibility

Corporate Social Responsibility

AMARI'S WEALTH we strongly believe in the principles of Corporate Responsibility that honor ethical values and respect for people. Putting people first as we do our business. We strive to always act with integrity. We recognize and respects our corporate social responsibility ensuring that our quest for sustainable solutions continue to grow and evolve. In these days of economic uncertainty, one thing is for sure – AMARI'S WEALTH, never compromises the need for sustainable initiatives and always considers the environment in our decision-making. We commit to improving our everyday operations that coincide with strong environmental management practices with the maintenance of effective privacy legislation and services that meets our clients’ expectations. This will be achieved by minimizing paper waste by printing only what is needed, volunteer services and charitable activities through our impact day initiatives.

We Act

We Act

Our sustainability elements are integrated into our day-to-day operations to ensure our clients are enjoying our essential services in a sustainable manner. There is dimmable lighting and sensors in all our offices. Exterior lighting and signage are on timers. LED lighting is used. Over 60% of the boilers in our office building are high efficiency. Our offices are a 100% smoke-free environment There are no hazardous materials kept on the property. Only non-toxic cleaning chemicals are used. Over 60% of our documents are cloud-base with online signature options to minimizes environmental footprint of paper waste.

We Partner

We Partner

We Partner We Partner with Rafiki Financial Services to implement some programs that focused on financial literacy, assets management, health and family well-being, and plan for our workers. Family First Initiatives is more than financial literacy, health, and family well-being of our workers, it’s also our flexibility to allow most of our employees to work from home beyond pandemic mandates.