Big-firm tax accounting strategy.
Small-firm personal attention.
Year-round tax planning, disciplined reporting, and one predictable fixed fee.
Most firms report on your past. We help you manage your year.
Aaron combines big-firm tax strategy and financial reporting with small-firm personal attention.
That means budgeting, forecasting, cash-flow planning, financial analysis and, most importantly, tax planning throughout the year rather than after the year is over.
By the time most accountants tell you what you owe, it is already too late to do anything about it. We help you see what is coming, understand your options, and make decisions while they can still make a difference.
Big-firm strategy. Personalized service. One fixed fee.
Fixed fee
Quoted before the work starts. No hourly meter, and no surprise invoice for a phone call.
Year-round
A financial partner between filings, not a name you contact each spring. At least eight scheduled meetings a year.
Senior people, directly involved
Aaron and Anna do the work. You are not passed to a junior you have never met.
Seven services, one calendar.
Every engagement below is quoted at a fixed fee, with the scope agreed before the work starts.
Bookkeeping
Your books maintained and reconciled on a monthly cycle in QuickBooks, so the numbers you make decisions on are current. Includes compiled financial information to CPA Ontario standards, and the record systems behind it.
Corporate Tax Planning and Preparation (T2)
Corporate returns prepared and planned for, so the tax position is decided during the year rather than discovered after it.
Cross-Border Tax (Canada and US)
Returns and reporting where income crosses the border. Treaty positions, foreign asset reporting such as T1135, and non-resident withholding, so the same income is not taxed twice.
Outsourced Fractional CFO Services
Budgets, forecasts and the financial questions a business faces as it grows. The finance function, without the salary.
Payroll
Full payroll processing: payroll run, deductions calculated and remitted, and slips issued on time.
Personal, Trust and Estate Tax
Personal returns planned through the year and filed against CRA deadlines, together with T3 trust and estate returns.
Sales Taxes (GST/HST, PST, QST)
Registration, tracking and returns filed on your assigned frequency, monthly, quarterly or annual. Provincial PST for British Columbia, Manitoba and Saskatchewan, and QST for Quebec.
Licensed, certified, and accountable for it.
The bodies that license this practice, and the certifications behind the day-to-day work.
CPA Ontario
The provincial body that regulates Chartered Professional Accountants in Ontario.
EFILE certified
Certified by the Canada Revenue Agency to file returns electronically on behalf of clients.
Intuit ProAdvisor
Intuit certification covering QuickBooks Online setup, reconciliation and reporting.
QuickBooks Payroll
Intuit certification for running payroll, deductions and remittances inside QuickBooks.
In their words.
Aaron has done my personal taxes for six years and he’s the best. My files are sometimes complicated and I was not always the most organized client, yet he handles all of it without ever making me feel bad about the mess. He’s fast, he explains everything in plain English, and he always finds credits I would have missed.Shmuel Neft
Working with Aaron and his team, especially Anna, has been fantastic for both our camp operations and Prime Coat Painters. From complex contractor billings to seasonal accounts and corporate taxes, they handle everything with real attention to detail. If you need a reliable, top-tier accounting team for your business, I can’t recommend Aaron Herman CPA highly enough!Tzadi Zlotnick, Prime Coat Painters Inc.
I use him for personal and business accounting. He is absolutely phenomenal with his work and expertise. Thorough, reliable, dependable, and punctual with due dates. I’ve worked with many accountants previously and Aaron surpassed them all in everything on my list.Elior Zipori, Zipori Landscapes & Design
We have been using Aaron Herman CPA for about four years now and we are very happy with their services. Anna is especially great to work with. She is on the ball, always up to date, and gets back to you right away with any questions or concerns.Reuven Durbach
Very happy with Aaron’s service. He is very knowledgeable and professional. Very patient with all my questions, ready to answer and be with the client within a short period of time. All the accounting service is done in a timely manner.Artem Artemov, Rimland
Aaron is excellent! He responds quickly, explains everything clearly, and makes the whole tax process easy and stress-free. He is very knowledgeable and always helps find the best way to get everything done properly.Mai Edry
Aaron is an amazing accountant! He is very supportive and great at explaining the ins and outs of what was needed when expanding my business. I highly recommend Aaron and his team!Leah Lomiansky, Speech Volumes Therapy
He is knowledgeable, thorough and effective. He is very responsive and takes great care of his clients. I highly recommend him and his services!Rachel Danzinger, Learning Pods
Absolutely love Aaron and Anna. They are fantastic to work with, go above and beyond, and their communication and dedication is unsurpassed.Fat Cat Cookie Co.
Businesses across Canada.
Our clients span a wide range of industries. The examples below are a sample of the businesses we serve.
Three people. Trusted with your year.
Aaron Herman
CPA, CA · Founder and Managing Partner
Aaron planned and prepared tax in public practice, then led financial reporting inside large Canadian companies. He is the person who answers when you call.
My number one priority is a happy client.
Anna Herman
Director of Finance and Operations
Anna runs the machinery behind the work: cloud accounting, CRA compliance, payroll and client onboarding. If your year-end is uneventful, that is Anna.
Order creates opportunity.
Avi Noam Taub
Head of Marketing
Avi looks after how people find the practice: the website, search, ads and the newsletter. If you found us on Google, Avi had a hand in it.
Clear beats clever.
Tell us where your year stands.
Send the form and Aaron will come back to you directly. If it is easier, call. Someone here answers.