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what we do

Our Services

Choose from our list of services to learn more about how we can help you operate your business successfully and protect your financial assets.

  • Tax Services
  • Accounting & Assurance
  • Estate & Succession Planning
  • Business Advisory Services
  • Bookkeeping

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January 31/25

2024 Personal Tax Season

Personal tax season is just around the corner.  Please visit Personal Taxes for the following documents and other tools to help you get started: Our personal tax checklist to help you gather your annual tax information and make the process as simple as possible for you; Our engagement letter that documents the terms or our …
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May 16/24

Capital Gains Rule Changes and Their Impact

The federal budget announcement on April 16, 2024 included a proposal to increase the capital gains inclusion rate, to be effective June 25, 2024.  A brief summary of the proposed changes are as follows: Currently, the inclusion rate for a capital gain is 50%. If there is a capital gain of $150, 50% – or …
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March 4/24

New Rules for In Trust For Accounts

The Canadian Government has implemented new conditions for In Trust For accounts. Unless specific conditions are met, ITF holders must file a T3 return for tax years ending after December 30, 2023. This includes many trusts, including bare trusts. Before the introduction of the new reporting requirements, a trust that did not earn income, dispose …
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Lott & Company Professional Corporation, Chartered Professional Accountants, takes care of the accounting and tax planning for your business so you can do what you do best—run your business.
  • 500 Cochrane Drive, Unit #5
    Markham, ON L3R 8E2 View Map
  • [email protected]
  • 905-947-4388 1-888-644-3970
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