Syed Naqvi & Company
Professional Corporation

Trust & Estate Practitioner
Specializing in NFP and Charity Audits
Trust & Estate Practitioner
Specializing in NFP and Charity Audits

We are a boutique CPA, CA firm specializing in NFP and Charitable organization audits and other assurance services. We also specialize in Trust and Estate coupled with business advisory services. We are committed to providing quality, cost-effective services and solutions in the best interest of our clients.

Experienced

Professional

Trusted

Our Services

NFP & CHARITIES

Statutory audits

Filing and prosecuting appeals with the CRA Charities Directorate Appeals department

Applying for and securing charitable status

Review of documentation required for charitable projects undertaken outside of Canada

Compilation of policies and procedures manuals for compliance with CRA Charities Directorate rules and guidelines

Extensive experience in charity law and CRA Charities Directorate rules and guidelines

Well-developed and proven Not-for-Profit/Charitable Organization audit techniques and review procedures

ASSURANCE ENGAGEMENT

Statutory audits for private corporations

Statutory audits for NFPs and Charitable organizations

Review engagement for private corporations

Review engagement for NFPs and Charitable organizations

Special reports and other assurance engagements for private corporations

Special reports and other assurance engagements for NFPs and Charitable organizations

BUSINESS ADVISORY

Strategy consulting

Corporate and growth strategy

Restructuring and turnaround strategy

Purchase and sale of business

ESTATE PLANNING

Exit strategy for business owners

Drafting personal wills and corporate wills

Succession planning: Transferring your business and wealth to the next generation

TRUST

Family trusts

Spousal trusts

Alter Ego trusts

Charitable trusts

CORPORATE TAX

Corporate tax planning

Corporate tax filing

Assisting during CRA audit

Estate freeze

PERSONAL TAX

Personal tax planning

Personal tax filing

Non-resident tax filing

Voluntary disclosures

Assistance during CRA audits

Get in touch with us!

Phone​

(905) 597-4151

Fax

(905) 597-1022

Address

20 Wertheim Court, Unit 22
Richmond Hill, ON
L4B 3A8

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Get in touch with us!

Phone​

(905) 597-4151

Fax

(905) 597-1022

Address

20 Wertheim Court, Unit 22
Richmond Hill, ON
L4B 3A8

LinkedIn

Follow us!