Accounting & Advisory

We are a boutique accounting and advisory practice providing tailored solutions to businesses across industries, high-net-worth individuals, and not-for-profit organizations.

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Our Services

Helping you navigate financial complexity with confidence

Reporting & Compliance

  • Financial statements (audits, reviews, compilations)
  • Management to keep your records accurate and organized
  • Payroll compliance and reporting
  • Support for government filings and regulatory deadlines

Business Advisory

  • Strategic planning and cash flow forecasting
  • Budget creation and financial modeling
  • Business process improvements for efficiency
  • Succession planning and exit strategy development

Mergers, Acquisitions & Business Valuations

  • Business valuations to determine accurate market value
  • Due diligence for acquisitions and mergers
  • Support for sale/purchase negotiations
  • Tax-efficient strategies for business transactions

Personal & Corporate Planning

  • Cash flow management for businesses and individuals
  • Tax planning and integration with corporate strategies
  • Estate planning for seamless wealth transfer
  • Customized advice for high-net-worth individuals

About Smith Sharma

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Your Experts in Accounting & Advisory

At Smith Sharma, we provide accounting and advisory services tailored to meet the needs of:

Private corporation owners

Comprehensive financial management and planning for business growth and stability

Not-for-Profit Organizations

Accurate reporting and compliance to support mission-driven goals

Entrepreneurs and Startups

Strategic guidance to establish a solid financial foundation and scalability

High-Net-Worth Individuals

Wealth preservation and tailored financial strategies for future generations

To Discuss Your Tax Strategy & Financial Planning Needs, Or Learn More About Our Specialized Services.

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Meet Your Team

A Legacy of Financial Expertise

Rohit is a tax specialist and a Canadian CPA, C.A with over 13 years of experience. Rohit has been serving the needs of Canadian and US clients providing wide variety of tax services to businesses in various industries and individuals. Prior to establishing his own practice, Rohit spent 10 years working for large international firms in Canada focusing on tax strategies, estate planning, transaction advisory, and mergers and acquisitions.

Tailored Solutions for Every Stage of Growth

Strategic financial planning

Corporate reorganizations

Mergers and acquisitions

Succession and estate planning

Cash flow and operational efficiency reviews

Business valuations and growth strategy

  • Comprehensive tax strategies tailored to your business

  • Expert guidance on cross-border tax implications

  • Personalized estate and succession planning advice

what we offer.

Empowering your financial decisions across Canada

At Smith Sharma, we provide expert accounting and tax services tailored to your unique needs. Our team of professionals is dedicated to helping you navigate the complex financial landscape, whether you’re a business owner or an individual seeking to optimize your tax strategy.

Optimizing Your Business Financials

Corporate Tax

Maximizing Your Individual Wealth

Personal Tax

Navigating International Finances

Cross-Border

Precision in Financial Records

Financial Reporting

Strategic Financial Guidance

Business Advisory

Specialized Investment Tax Expertise

Crypto Compliance

Need Tax Consultation? Let’s Talk. Need Tax Consultation? Let’s Talk.Need Tax Consultation? Let’s Talk. Need Tax Consultation? Let’s Talk.

Optimizing Financial Strategies Beyond Compliance.

At Smith Sharma, we go beyond basic tax filing. Our expert team crafts personalized financial strategies that maximize your wealth potential, navigate complex regulations, and secure your financial future across borders.

Strategize

Develop tailored tax plans that align with your unique financial goals and business structure.

maximize.

Uncover opportunities to optimize your tax position and enhance your overall financial performance.