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+ Not your ordinary accounting firm

+ How we do it

Most accountants offer business consulting services. We don't just offer business consulting; we provide this service to all of our corporate clients at no additional charge. Continuous business and personal tax consulting is part of the reason why our clients are so successful. Our business owners know that they can contact us any time with any questions and we'll be happy to offer help and advice. We actively encourage our clients to call or email us and keep us informed of any changes to their lives or finances that could have an affect on their finances or taxes. This keeps us informed and it gives our clients a sense of security, knowing that they always have access to the help they need.

Ongoing tax planning

Tax planning is a continuous process and needs to be reassessed regularly. We have saved our clients tens of thousands of dollars in tax through our ongoing tax planning process.
We ask our clients to keep us advised of life changes and planning issues such as these and others as most of them present tax planning opportunities:

  • Getting married
  • Expecting a baby
  • Wondering about government programs like the Canada Child Benefit
  • Changes to spouse's employment
  • Caring for a dependent or disabled family member
  • Buying a new house or vacation property
  • Buying or selling a rental property
  • Family members who are offered a severance or retirement package
  • Children going to college
  • Children working in your business
  • Separation or divorce - Wondering about tax consequences of division of assets and support payments
  • Retirement goals and plans
  • Applying for CPP & avoiding OAS clawback

Financial Planning

Job disruption? Buying a vacation home or rental property? Starting a family? Child going off to college? Separation or divorce? Getting a professional opinion about these sorts of issues can save you a lot of money and ensure you make the best decisions for your future. Usually this type of consultation only takes about an hour but the benefits are substantial. Please call us with any questions. We're happy to help.

Retirement Planning

For most people, retirement is exciting and frightening at the same time. Do I have enough money? What are the government benefits for seniors? How do I know if this is the right time to retire? These are the types of questions that we answer every day. We love to help people with planning for this transition and the steps that it takes to ensure a comfortable, stress free retirement.

Questions to consider when Interviewing a new accountant:



Q: What are your qualifications?

Marr & Company is a CPA firm. CPAs are the only true professional accountants in Canada, and are the only accountants who carry professional liability insurance. CPAs have at least 6 years of professional education and training and are subject to oversight from the CPA association of Alberta.

Q: Do you have experience in my business area?

With over 35 years in business, Marr & Company has completed tens of thousands of tax returns for a vast array of businesses and individuals. Chances are, we have experience in your industry.

Q: Does your firm use AI to answer client questions or outsource the bookkeeping, accounting, and tax work to other countries like India?

No. Marr & Company is committed to using real, live, local people to complete all of our accounting and tax work. The key to our success is in our personal relationships with clients, which can only be achieved through having actual Canadian people do the accounting and tax work. You’re welcome to come into our office, get a coffee, and meet the people working on your file.

Q: How is your pricing structured?

At Marr & Company, we offer a flat rate for all bookkeeping and corporate tax services. We will give you the quote for your particular needs when we have our consultation. If you’d like to add on personal tax services, that will be invoiced separately.

Q: Do I need to hire a separate bookkeeper? Do I need to pay for additional subscriptions to software programs, etc?

The majority of our clients use our full-service bookkeeping and tax package for one annual fee. There is usually no additional software subscription required. This is the most cost effective and efficient way to manage the accounting for smaller businesses. Larger companies will often have their own bookkeeper and Marr & Company will work with the bookkeeper to provide ongoing advice and tax services.

Q: What tax planning opportunities do you see in my circumstances and how often do you reassess the tax strategy?

At Marr & Company, we create a tax planning strategy during the initial consultation, and we continually refine that strategy throughout our relationship with our clients. We ask that clients keep in touch with us regarding any changes that may happen in their lives so we can be aware of any additional tax planning opportunities. We use many strategies including maximizing deductions, income sprinkling, income smoothing, income splitting, private health services plans, home office deductions, intercorporate dividends, trusts, holding companies, the Smith Manoeuvre, inter-generational transfers, and the lifetime capital gains deduction to reduce tax for our clients. As the tax act becomes more complex, we fine tune our use of these strategies to keep our clients in compliance with the law while still maximizing tax savings.