Taxation, Trust and Estates Accounting and Bookkeeping
Chartered Professional Accountants and Tax & Estate Consultants
Personal tax planning
Corporate tax planning
Business transition tax planning
Assistance with CRA disputes
Corporate and business tax compliance
Personal tax returns for executives, professionals and self employed individuals
Trust and Estates
Tax returns for Trusts and Estates
Assistance with administering estates and trusts
Accounting and Bookkeeping
Family office services – Financial management, planning and reporting
Assistance with accounting and bookkeeping issues
Financial statement preparation
Audits, reviews and compilations of financial statements for small to medium businesses
Bookkeeping for investment holding companies
Forecasts and projections
The goal of our partners and staff is to provide our clients with a range of services that can help them create, build and protect wealth.
We are a small accounting firm located in downtown Toronto providing a range of tax, estate and business services to individuals, estates/trusts and small to medium sized businesses.
Our goal is to provide clients the support, services and tools to assist them in achieving their objectives and implementing solutions to tax, estate and business issues. Our hands-on personal approach helps us build strong client relationship to help you make the right decisions that fit your unique situation.
CPA, CA, TEP
Doug is a Chartered Professional Accountant that specializes in providing services to individuals and small to medium sized corporations in the area of taxation and estates and trusts. He has over 30 years of experience dealing with these issues.
He is a member of the Canadian Tax Foundation, Society of Trust and Practitioners (STEP), and Estate Planning Council of Toronto.
The focus of his tax practice is working with clients and their other professional advisors to design individual and corporate tax plans that minimize and defer taxes. The estate planning process assists clients in planning and arranging their affairs to complete an orderly transfer of assets to spouses or the next generation by creating and implementing a personalized estate plan tailored to the individual’s circumstances.
Spencer is a Chartered Professional Accountant that specializes in financial reporting and auditing for small and mid-sized owner managed businesses. He has over 25 years helping clients make financial and tax decisions.
The focus of his accounting practice is to provide technical support for clients in the areas of bookkeeping, financial reporting, audit and tax. His responsibilities include ensuring that our clients receive timely advice, overseeing financial statements compilations, review engagements and audits. He is also involved with the preparation of corporate and personal tax returns. Spencer provides a personal approach to all his engagements.
Sharon is a Chartered Professional Accountant and a tax manager at the firm. She specializes in all trust & estate issues, from planning to compliance and administration. In addition, she provides services to executives and self-employed individuals, finding solutions that are tailored to the various complex challenges they face. Sharon answers queries quickly that is expected when dealing with a boutique firm while delivering quality service to clients.
A graduate of the University of Waterloo, Sharon was the recipient of the Fellowship program while pursuing her Bachelors and Masters of Accounting. Outside her CPA, CA designation, she is currently pursuing her studies to obtain the Trust and Estate Practitioner designation in 2018. Prior to joining Shrigley Battrick CPAs, she worked at a Big-Four accounting firm and gained experience in the high-net worth space including cross border tax issues.
An avid foodie and gym goer, she also loves travelling the world in her spare time.
We are looking forward to start a project with you!
We are conveniently located in the heart of downtown Toronto across King to Victoria Street or north on Yonge Street to Adelaide Street.
Subway access to our office is available on the Yonge subway line. It is a short walk half a block east of Yonge and there are entrances to the building on Victoria Street, Adelaide Street and Toronto Street.
There are several parking lots and metered street parking in the area within a few minutes walk of the building.
Shrigley Battrick, CPAs
600 – 36 Toronto Street
Toronto, ON M5C 2C5