• Mon - Fri: 9.00 am - 4.00 pm MT

Our Approach

Move Confidently Towards Your Business & Personal Goals

Personal and Corporate Tax & Compliance

Bookkeeping and Financial Reporting

Tax Planning and Advisory Services

Personal and Corporate Tax & Compliance

Whether you're a business owner or an incorporated professional, a holistic, integrated approach to your personal and corporate tax matters is essential. We help you maximize deductions, optimize personal benefits, and make the most of your small business deduction and preferred corporate tax rate. Square One CPA provides comprehensive support for all aspects of corporate and personal tax planning and compliance—ensuring your affairs are aligned, efficient, and fully compliant.

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Bookkeeping & Financial Reporting

Accurate, up-to-date bookkeeping is key to understanding your business and making informed decisions. We help you stay organized, monitor financial performance, and ensure your reporting is clear, timely, and reliable. From initial setup to ongoing monthly, quarterly, or annual support, we provide the financial visibility you need to stay on top of your business—not just compliant, but in control.

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Tax Planning & Advisory

Effective tax planning goes beyond filing deadlines—it's about making informed decisions with a clear view of the tax implications. We help you navigate key business and life transitions, from starting or restructuring a business to buying, selling, or succession planning. Every situation is different. We work with you to develop tailored strategies that minimize tax impact, ensure compliance, and support your long-term goals.

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What you'll experience here

Our Philosophy & Promise

A human touch in every interaction—no rushed emails or vague answers.

A holistic lens on your finances—because your business and life are deeply intertwined.

A boutique ethos—tailored solutions, executed with precision and delivered with care.

Let’s Work Together

What Makes Square One Different

Let’s face it – you could choose to work with any other chartered professional accountants. Our clients want an accountant they can connect with, who can slow down and take the time to answer questions – even the basics. We work closely with business owners and professionals to support not just their business needs but their personal goals as well.

Amal Assad, CPA, CGA, CFP
Owner & Chief Accountant

Small Business Tax & Deductions

Sign Up For A Free Small Business Workshop

In this 45 minute workshop we step you through the common mistakes businesses make when it comes to Tax planning and Deductions. Join the list and save a seat to learn how you can avoid these mistakes with Square One best practices.

Deductions & Rules

Accessing Corporate Tax Rate

Tax Pools

Year-End 101

Selecting An Optimal Year-End

Reporting Basics

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Join Our Free Small Business Workshop