Vine Group Vine and Partners
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Audit and review engagement services
Corporate tax strategies, review and planning
Personal tax planning
Business diagnostic and performance improvement services
Corporate SWOT analysis
Exit and succession planning
Mergers and acquisitions
Representations with CRA
Business plans/cash flows
Estate planning
Family trust tax planning and advice
Incorporation advice and assistance
Scientific research and experimental development
Accounting software selection
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Audit and review engagement services

Vine and Partners delivers value to all its clients, regardless of size. Small to mid-market businesses requiring auditing services receive the same efficiency and service as our larger corporate clients, which may also include recommendations on improving efficiency. All statements we generate are fully compliant with the Canadian Institute of Chartered Accountants Handbook guidelines.

Audited financial statements are necessary for a variety of reasons including banking requirements, dealership or franchisor requirements, public company shareholdings, or due to absentee shareholders. Audited financial statements are also a valuable resource for annual meetings, providing a catalyst for discussions of performance issues and business strategies for the next fiscal year. However, financial institutions are increasingly relying upon review engagements rather than audits in order to fulfill banking covenants. Vine and Partners has developed an excellent reputation with these institutions in order to fully service our clients.

Vine and Partners has participated as practice inspectors with the Ontario Institute of Chartered Accountants. This experience positions us as leaders in the field of accounting services, and we are proud to employ the latest practices in performing our engagements.

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Corporate tax strategies, review and planning


Vine and Partners prepares all tax filings in compliance with tax legislation, helping minimize dreaded reassessments or disputes with tax authorities. Cross-border tax issues are expertly addressed by our trusted partners in the United States.

We also ensure that our corporate clients take advantage of M&P credits, SRED credits, and preserve their entitlement to the capital gains exemption. We recognize that corporate holdings are our clients’ most significant asset, and we employ leading edge tax minimization strategies to enhance their value.

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Personal tax planning


The magnitude of wealth is not determined by what people make, but rather by what they keep. Effective personal tax planning focuses on maximizing the funds retained by the taxpayer. Vine and Partners will crystallize the capital gains exemption for our clients to ensure that it is not subject to the risk of future tax legislative changes. Strategies that consider all factors, including corporate and personal tax rates, are established at our year-end meetings with clients to ensure their wealth is maximized.

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Business diagnostic and performance improvement services


Businesses sometimes run off-course due to any number of external or internal factors. Vine and Partners' expert business diagnostic and performance improvement services will help get you and your business back on track. After determining your objectives and reasons for being in business, we will help you implement and monitor plans to optimize all wealth creation and growth opportunities.

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Corporate SWOT analysis

Strengths, Weaknesses,  Opportunities, Threats


Using this tool, Vine and Partners performs a strategic and operational audit on small to mid-sized businesses. Our comprehensive review will identify points of weakness and resolve them. We can then provide the appropriate implementation advice to get businesses headed in the right direction in a timely manner.

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Exit and succession planning


Succession planning is critically important to all businesses because it ensures continued growth, prosperity, and long-term corporate survival. Whether the goal is to restructure or plan for succession, Vine and Partners' mix of experienced professionals will ensure the maximum profit from any transaction and pass on the strongest, most secure business possible.


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Mergers and acquisitions


Finding the right business partner for your company is a difficult task. Vine and Partners will assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact, and cash flow considerations.

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Representations with Canada Revenue Agency (CRA)


Many clients are not comfortable discussing issues with CRA. Vine and Partners is qualified to stand in and represent your interests. We will keep the CRA away from your premises, utilizing our offices for reviews instead. Our reputation for success when working with taxation authorities will not only be an asset to your business, but will also give you piece of mind.

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Business plans/cash flows

Cash flow forecasting is necessary in order to effectively lead and manage a business to profitability. Our experienced team will provide a simple projection or a complex financial model in order to help your company achieve its objectives.

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Estate planning


There is no question that owning and operating a business is a time consuming task, and this often leads to personal issues being neglected. Vine and Partners specializes in structuring wills to ensure that testamentary trusts are utilized while minimizing probate fees. Our team of professionals will also coordinate reviews of corporate share ownership to determine an optimal structure, and estate reviews complete with quantifying estate tax laws and a review of life insurance coverage.

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Family trust tax planning and advice


Vine and Partners has an experienced legal team specializing in Family Trusts, which may provide significant tax planning advantages for clients. Many business owners and their families have benefited from implementing this strategy. Be sure to contact a Vine and Partners representative to see how a Family Trust will work for you.


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Incorporation advice and assistance

There are advantages and disadvantages of incorporating your business. With many years of experience in this area, the professional team at Vine and Partners can assist you in determining whether incorporation is the correct choice for you.

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Scientific research and experiment development

Costs associated with developing new products or modifying existing products may qualify for enhanced tax deductions and potential refunds. Unfortunately many of these potential tax savings are not identified due to a lack of understanding of the technical rules. Vine and Partners' experts are experienced filling R&D claims and will provide advice that will keep more cash in your business.

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Accounting Software Selection

The Vine and Partners team has extensive knowledge of accounting software products that will take the confusion and guesswork out of your accounting software selection process. We will also help you with the initial installation and setup, and provide additional training for your team.