Our services

MArcus & Associates

Marcus & Associates has the specialized knowledge and expertise to assist businesses and professionals with all your accounting, tax, and business advisory requirements. Some of the services we provide are:

Compilations, Reviews & Audits

We can assist you in your financial reporting process in accordance with the applicable professional standards. Financial statements can be a helpful tool for management in the decision-making process for the present and future. We want to help you understand the information and assist in future planning and development.


We provide financial reporting on:


Financial statements are created based upon client information provided. No assurance to the accuracy of the financial statements is provided.


Limited assurance is provided.
Financial statements are prepared using analytical procedures and discussion with management. Unusual items or trends are emphasized.


Financial statements are prepared with reasonable assurance for both for-profit and not-for-profit entities. Financial reporting systems and controls are evaluated with intensive examination.

Tax Services

Our firm offers a range of tax services. Our tax specialists can help identify key tax planning opportunities that minimize both your current and future tax liabilities. Our team will provide our individual and business clients with taxation expertise and knowledge they can count on.

Our services include but are not limited to:
• Tax planning for individuals and corporations
• Retirement estate and succession planning
• Return preparation for individuals, corporations, estates and trusts and not-for-profit organizations
• Corporate reorganizations
• Structuring of business start-ups and mergers and acquisitions
• Assistance with CRA audits and reviews for tax, payroll accounts and HST

Business Advisory Services

Our experience and expertise working with owner-managed businesses allows us to identify areas for growth or items which might be negatively impacting your business operations or profitability. We are pleased to offer comprehensive and client-specific strategies tailored to suit your individual business needs.

The following are a few of the areas in which we provide consulting services:
• Cash flow analysis
• Accounting software selection, training, and implementation
• Buying & selling a business
• Government grant application assistance
• Remuneration planning

Bookkeeping & Record Keeping

Our qualified staff can help ensure your internal financial records are well-organized, meaningful to help your business operations run efficiently, and assist you in evaluating any current business decisions.

Our bookkeeping services (Monthly/Quarterly/Annual) include:
• Management of accounting transactions
• Reconciliation of bank and credit card statements
• Examination of accounts receivable, accounts payable transactions and sub ledgers
• Assistance in HST filings as needed

chartered Professional Accountants | litigation & valuation services

Marcus & Associates | Hoare • Dalton


Hoare Dalton focuses our practice on litigation support, business valuation and forensic accounting services. Our investigative and financial skills along with our understanding of insurance legislation and policies will help you in settling claims effectively and efficiently. Some of the services we provide are:

Our Services

Litigation Support

• Quantification of economic damages
• Personal injury
• Insurance claims
• Income for support calculations
• Expert testimony

Business Valuation Services For

• Income tax and estate planning
• Share reorganizations
• Shareholder disputes
• Goodwill impairment tests
• Matrimonial disputes

Forensic & Investigative Accounting Services

• Employee fraud and theft
• Management fraud and theft
• Misappropriation of funds

chartered Professional Accountants | litigation & valuation services

Marcus & Associates | Hoare • Dalton