Align Your Financial Goals
and Accounting Strategy
and Accounting Strategy
We Are Here to Help
Rethink Your Approach
to Accounting
to Accounting
At Rethink CPA, we believe that the accounting and tax decisions you make should reflect your overall financial goals. Using our holistic approach, we start by gaining an understanding of your unique financial situation, then work with you to develop a customized accounting and tax strategy that aligns with your business and personal aspirations.
Who Can Benefit from Holistic
Accounting?
Accounting?
If you want to leverage tax planning to achieve your financial goals, then you can benefit from holistic accounting. Ever wonder how your accounting and tax decisions impact your retirement plans, mortgage capacity or path to financial freedom? Let’s work together and find out!
Small Businesses
Realtors® / PREC
Real Estate Investors
Buy a Home
Financial Freedom
Rental Property
Start New Business
Retirement
Children’s Education
Tax Efficient Investments
Care for Elderly Parents
Our Process
Discovery
Customized Service
Package
Implementation
Revisit
Proactive holistic tax planning. Fixed pricing. No surprise bills.
We Have Your Needs Covered
Bookkeeping &
Financial Statements
2 bookkeeping options: Full-service bookkeeping or a DIY option which includes training and support.
We prepare financial statements for audit, review and NTR engagements.
Tax Returns &
Planning
If you need help preparing tax returns, understanding your tax obligations or want to leverage tax planning to achieve your goals, then this option is for you.
Virtual
CFO
All inclusive package that includes bookkeeping, taxes and more.
For busy business owners or real estate investors who would rather have a CPA oversee their numbers.
All-in-One Solution
for Realtors
Full-service bookkeeping, tax and consulting packages for self-employed realtors and personal real estate corporations (PREC).
Build a custom package to suit your needs.
CFO Services
Get access to an experienced finance team at a fraction of the cost of a full-time CFO.
Payroll
Let us handle your payroll so you can focus on your business.
Loans & Funding
Obtain the financing or mortgage you require to reach your goals.
Business
Incorporation & Setup
Let us help you start a new business or PREC.
What Our Clients
are Saying
are Saying
Nothing but great words to say.
Joseph and Sara have worked with many of our clients in the past and have nothing but great words to say. They both embody the meaning of integrity in ethics in the world of accounting and are able to optimize my clients real estate portfolio for maximum tax efficiencies. They are both highly knowledgeable in the field. It's also great perk that Joseph has his mortgage license as well so he helps plan for my clients' next purchase. Highly recommended!
– Zhen Liang, Real Estate Broker - Prime Properties TO
Fabulous service.
Really helpful and so far have answered all questions promptly. Really happy! I've had a great experience with Rethink CPA Professional Corporation. Overall great company to work with.
– Alan Lee, Founder - Rubber Boy Academy
I recommend his services to any small business.
We have worked with Joseph for almost two years. Since the beginning of our relationship, he has offered a ton of value up front in the quality advice he gives in limiting the blind-spots that we may have in our books and also practical advice on how to improve efficiencies. Joseph is diligent and a strong communicator and he tells you the truth (which is something you definitely want in an accountant). It's with utmost confidence I recommend his services to any small business that is looking to get their books in order and maximize savings.
– Jonathan Tam, Founder - Azurean Coaching & Consulting
Extremely professional and knowledgeable.
We've been in the market looking for a professional that can assist us with setting up a solid structure/foundation for our real estate investment goals. Joseph makes himself available to answer any questions/concerns we may have throughout the process and takes the time to explain each tax scenario to ensure that we make informed decisions... [see full review on Google]
– Will and Diana, Real Estate Investors
Highly, Highly recommended.
As part owner of Smart Auto Financial, we needed to find someone 100% to trust...Rethink CPA not only lives up to their business name, they provide customer excellent service and the best part is over-communicating. Communication is such a key factor in all business success, Joseph and Sara provide such a top-notch service that my business partner and I have zero concerns about their services... [see full review on Google]
– George Wong, Owner - Smart Auto Financial
Reliable accounting, tax and mortgage planning services.
I have been working with Joseph for over 8 years. I have never come across a more trustworthy and professional individual in my 20 years in business. I will continue to work with Joseph and seek his guidance on my personal and business accounting needs for the next 20 years. I would suggest to RETHINK your current CPA and consider Rethink CPA Professional Corporation!
– Atif Hasan, President - SMP Canada Inc.
