Expert Tax Advice for Canadian CPA Firms
Partnering with accountants to deliver trusted tax advisory—when you need depth, not overhead.
Ever find yourself asking, 'What class is that again?' or 'Can my client deduct that?' Whether it's decoding CRA letters or tackling complex tax questions, 4Roots Tax Advisory offers General Advisory Services to local CPAs.
I am here to provide expert tax support when you need it, so you can focus on delivering value to your clients.
Big changes call for expert tax guidance. Whether you're client is in need of corporate restructuring, thinking about selling, preparing for succession, or navigating estate planning, 4Roots Tax Advisory delivers tailored solutions at an affordable price.
I work directly with the client and all of their key advisors to simplify complex decisions and ensure a smooth path forward, every step of the way.
Handling estate and trust returns requires precision and care. At 4Roots Tax Advisory, we specialize in the preparation of estate and trust returns, offering seamless support for CPAs who either don’t offer or prefer not to handle these services.
I offer this service to help ensure compliance with complex tax rules, keeping your clients’ goals in focus while providing peace of mind.
Trusted by Alberta CPAs and small firms across Canada
We know your clients trust you.
Our job is to help you keep it that way.
At 4Roots, we specialize in independent tax advisory for Canadian CPAs and accounting firms. Whether you're navigating a reorganization, advising on an estate plan, or need help with a complex post-mortem file, we act as your in-house tax partner, without the full-time cost.