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Employee Ownership Trusts: A New Path for Canadian Business Succession

Shawn Rosenzweig, Partner
Advisory
19 Dec 2023

Updated December 2023 Business succession planning can be a daunting task for Canadian business owners. But fret not! A new...

Why You Should Outsource Your Finance Department (Part I: Save Time and Money)

Shubhdeep Singh, Senior Accountant
Accounting , Advisory
20 Nov 2023

Your business means the world to you. You invest many hours in crafting business strategies, devising marketing plans, overseeing your...

Understanding the Impact: Changes to the Alternative Minimum Tax System for Canadians

Frank Bilotta, Tax Partner
Tax
14 Nov 2023

As of January 1, 2024, significant changes are set to be introduced to Canada’s Alternative Minimum Tax (AMT) system. These...

Saving for a home? A First Home Savings Account (FHSA) might be right for you!

SBLR Team
Advisory
17 Oct 2023

The FHSA is a new tax-free registered plan available to any prospective first-time home buyer. With a FHSA, first-time home...

Why Written Shareholders’ Agreements are a Must-Have

SBLR Team
Advisory
17 Oct 2023

Great news: you’ve just taken the plunge and officially established a business with several shareholders. Congrats! While incorporating your business...

The Advantages of Hiring a Professional Accounting Firm for Your Business

Ming Liu, Partner
Advisory
10 Aug 2023

Running a successful business demands a collaborative effort involving time, talent, resources, and emotional dedication. Behind the scenes, a significant...

Investing in a Corporation vs. Personally

Frank Bilotta, Tax Partner
Tax
04 Aug 2023

If you have excess cash within your corporation that you do not need for the daily operations of the business,...

New OBCA beneficial ownership information requirements

Stephanie Jindal, Tax Partner
Tax
06 Apr 2023

As of January 1, 2023, privately-held corporations incorporated in Ontario are required to establish and maintain a register with details...

Federal Budget 2023 Summary

Stephanie Jindal, Tax Partner
Tax
29 Mar 2023

On March 28, 2023, the federal government presented its 2023 Budget. The Budget proposes the following new measures intended to...

Ontario Budget 2023 Summary

Frank Bilotta, Tax Partner
Tax
24 Mar 2023

On March 23, 2023, the Ontario government tabled the 2023 provincial budget. Ontario Made Manufacturing Investment Tax Credit The government...

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A couple of years back I switched my accounting services to SBLR. I was not unhappy with my previous provider, but I was looking for a firm that would invest the time to get to know me and my business, with the aim of giving better financial and tax advice. I have been impressed with SBLR’s commitment to service and professionalism, and have appreciated their consistent willingness to take the extra step.

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Founder and Leader – SATOV Consultants

Beyond the numbers, SBLR provides unparalleled customer service. When I first opened my business, the team patiently and thoroughly answered all of my questions. They continue to provide valuable advice to help support the growth of Menus by Maria. I have the utmost confidence in the SBLR team and highly recommend their services.

Maria Gagliano

Owner & Founder – Menus by Maria

I’ve been with SBLR for a number of years and have had an outstanding experience. They’ve handled all my complex corporate and trust issues, as well as my personal tax planning. The partner on my file and all the staff are incredibly knowledgeable and proactive.

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The team at SBLR has become a most valuable asset to our financial management, providing expert guidance and ensuring that our personal and business financial affairs are in good hands.

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President - BIG HQ

I find that the relationship with SBLR is one where they truly put the client’s needs first. It is a rapid-response team that provides sound advice, knowledge and experience. Couldn’t be happier.

Jeff Sackman

Co-Founder - Quiver Distribution

We have been working with SBLR for many years now, and it has been an absolute pleasure. Not only did they help with our tax planning to save money on taxes, but they are also always available to provide support and guidance. Highly recommended!

Gary Freedman

President - Hyde Park Homes

We have used SBLR’s full complement of services since 2017. We own +15 companies that are based in southern ON. Our portfolio of companies is in the manufacturing, distribution and B2B services sectors. Since day one, Shawn, Christeen, Frank and the rest of the SBLR team have been outstanding in their accounting, assurance, corporate & personal tax and business strategy work/advice. Shawn and his team are experienced, knowledgeable, responsive and extremely thorough in all the work they have done for us. For small to medium-sized companies looking for outstanding service, I highly recommend SBLR.

Roman Kocur

Managing Partner - Massey Capital

The team at SBLR continues to make our complex array of international companies, property, and family responsibilities simple to manage and tax-efficient each and every year. Rich with advice, help, and solutions, they are one of our most valued and trusted partners.

Mark Bowden & Tracey Thomson

Founding Partners - TRUTHPLANE

I have been working with my team at SBLR for over 10 years, and have come to rely on them entirely for managing my finances and all tax matters. Their level of servicing is always exceptional, and they are critical to helping my business run efficiently.

Mark Rasile

Partner

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