Services

Modern Expertise.
Timeless Counsel. 

Cascade is a boutique CPA practice in Calgary serving owner-managed businesses, successful professionals, families, and not-for-profits across Alberta and beyond. 

What we do

Four Streams of Service

01

Tax

  • Corporate tax planning & compliance (T2)
  • Personal & family tax (T1) planning & compliance
  • Estate and trust tax (T3) — including Amateur Athlete Trusts
  • Employee Ownership Trust (EOT) implementation
  • CRA audit response & voluntary disclosure
  • In-depth tax planning for owner-managers

02

Assurance

  • Financial statement audit engagements (private enterprise & NPO)
  • Financial statement review engagements (private enterprise & NPO)
  • Agreed-upon procedures engagements (RECA & Law Society Accountant's Reports)
  • Audits of Single Financial Statements (Common Area Maintenance ("CAM") Audits)
  • System and Organization Controls Reporting (SOC 1, 2 and 3)
  • Assistance in developing appropriate internal controls for private enterprise & NPO

03

Accounting

  • Compilation financial information engagements 
  • Monthly and quarterly accounting & accounting services support
  • Bookkeeping system design & cleanup
  • GST/HST filings
  • Cash flow & forecasting models
  • Payroll review and support

04

Advisory

  • Ongoing monthly, quarterly and annual business advisory with a CPA
  • Business succession & exit planning
  • Owner-manager remuneration strategy
  • Corporate restructuring & holdco design
  • Advisory on business valuation
  • Family, tax, and intergenerational planning

Not sure where you fit?

Most clients require multiple streams of assistance.  A short conversation is a quick way to map it out.

Fee estimator

Get an indicative fee range in under a minute.

A few quick questions about your business and the work in scope. We'll show a starting range and the team member most likely to be the right fit. Final fees are always confirmed in a short call before anything begins.

Step 1 of ~1Fee estimator

What is the primary type of service you are exploring?

If more than one option applies, pick the most pertinent — at the end you'll have the option to add other services to the scope.

Estimates are indicative. Final fees depend on the cleanliness of records, scope clarity, and timing — all confirmed in a short conversation before any engagement begins.