Structural Integrity in Tax and Assurance.
Luke Haukioja, CPA, Licensed Public Accountant. After a decade in public accounting, I founded this practice to prioritize direct client access, transparent pricing, and modern technology.
How I work
After nearly a decade in public accounting I focus on three main principles:
Direct involvement
You work with me directly from start to finish.
Responsive communication
Prompt, reliable responses to your financial questions.
Transparent pricing
Fixed fees for tax, compilation, review, and audit engagements—you know the cost upfront, or the agreed scope of work.
Building the financial foundation for your growth
I bring the discipline of a traditional practice to the modern business landscape. Let us ensure your financial structure is as robust as your ambition.
Corporate Tax (T2)
T2 corporate tax returns with CRA audit support. Fixed-fee pricing starting at $900. Fast turnaround for straightforward filings.
Review Engagements
CSRS 2400 review engagements for financing, compliance, or stakeholder requirements. Starting at $5,000. Direct CPA involvement.
Audit Services
Audit engagements for NPOs. Pricing based on complexity.
Compilation Engagements
Financial statement compilations (CSRS 4200) to meet lender and stakeholder requirements, starting at $1,500.
Advisory
Strategic tax planning, business structuring, financial forecasting, and performance insights. Custom engagements ongoing or one-timestarting at $750.
Sector-Specific Experience
Specialized financial architectures tailored to the unique compliance, operational, and growth demands of your industry.
NPO
Audit, review, and compilation engagements for registered charities and not-for-profit organizations. Experienced with T3010 reporting, ONCA compliance, funder audit requirements, and the unique financial reporting needs of organizations governed by ASNPO.
Audit, review, and compilation engagements for registered charities and not-for-profit organizations. Experienced with T3010 reporting, ONCA compliance, funder audit requirements, and the unique financial reporting needs of organizations governed by ASNPO.
Retail / Hospitality
Year-end financial statements and tax compliance for restaurants, retail stores, and hospitality operators. Cash flow management, inventory reporting, tip and gratuity compliance, and GST/HST considerations for food and beverage operations
Year-end financial statements and tax compliance for restaurants, retail stores, and hospitality operators. Cash flow management, inventory reporting, tip and gratuity compliance, and GST/HST considerations for food and beverage operations
Manufacturing
Year-end financial reporting for manufacturers including inventory valuation, cost of goods sold analysis, and SR&ED tax credit considerations. Fixed-fee compilations and tax returns tailored to production-based businesses.
Year-end financial reporting for manufacturers including inventory valuation, cost of goods sold analysis, and SR&ED tax credit considerations. Fixed-fee compilations and tax returns tailored to production-based businesses.
Construction / Contractors
Financial reporting for general contractors and trades — work-in-progress considerations, holdback accounting, WSIB compliance, HST on real property, and bonding requirements that may require reviewed or audited financial statements.
Financial reporting for general contractors and trades — work-in-progress considerations, holdback accounting, WSIB compliance, HST on real property, and bonding requirements that may require reviewed or audited financial statements.
Incorporated Professionals
Tax planning and compliance for professional corporations — physicians, dentists, lawyers, veterinarians, and engineers. Corporate and personal tax coordination, salary-dividend optimization, and year-end financial statements.
Tax planning and compliance for professional corporations — physicians, dentists, lawyers, veterinarians, and engineers. Corporate and personal tax coordination, salary-dividend optimization, and year-end financial statements.
Commercial / Residential Real Estate
Tax planning and compliance for property investors, developers, and managers. Rental income reporting, HST self-assessment on commercial transactions, principal residence exemptions, and multi-property corporate structures.
Tax planning and compliance for property investors, developers, and managers. Rental income reporting, HST self-assessment on commercial transactions, principal residence exemptions, and multi-property corporate structures.
Farming / Agriculture
Financial reporting and tax compliance for farm operations including cash and accrual basis reporting, inventory of livestock and crops, capital cost allowance on equipment, and AgriStability/AgriInvest program reporting.
Financial reporting and tax compliance for farm operations including cash and accrual basis reporting, inventory of livestock and crops, capital cost allowance on equipment, and AgriStability/AgriInvest program reporting.
Technology & SaaS
Financial reporting for software companies, subscription-based revenue recognition considerations, SR&ED tax credit claims, and supporting growing companies through financing rounds requiring reviewed or audited statements.
Financial reporting for software companies, subscription-based revenue recognition considerations, SR&ED tax credit claims, and supporting growing companies through financing rounds requiring reviewed or audited statements.
Automotive
Dealership and independent shop financial reporting, inventory management considerations, GST/HST compliance for vehicle transactions, and corporate tax returns for single and multi-location operations.
Dealership and independent shop financial reporting, inventory management considerations, GST/HST compliance for vehicle transactions, and corporate tax returns for single and multi-location operations.
Small Business / Owner Manager
Full-service year-end packages for owner-managed businesses — compiled financial statements, corporate tax returns, personal tax coordination, and practical tax planning advice. Starting from straightforward filings to multi-entity structures.
Full-service year-end packages for owner-managed businesses — compiled financial statements, corporate tax returns, personal tax coordination, and practical tax planning advice. Starting from straightforward filings to multi-entity structures.
Investment
Tax compliance and financial reporting for holding companies, investment portfolios, rental property corporations, and family trusts. T3 trust returns, T5 slip preparation, and capital gains tracking.
Tax compliance and financial reporting for holding companies, investment portfolios, rental property corporations, and family trusts. T3 trust returns, T5 slip preparation, and capital gains tracking.
Medical Professionals
Professional corporation tax planning and compliance for physicians, dentists, pharmacists, and allied health practitioners. Navigating the intersection of personal and corporate income, OHIP billings, and practice overhead.
Professional corporation tax planning and compliance for physicians, dentists, pharmacists, and allied health practitioners. Navigating the intersection of personal and corporate income, OHIP billings, and practice overhead.
Cloud tools built for secure, remote work
I leverage industry-leading cloud platforms to deliver secure, efficient, and accessible accounting services. Work from anywhere in Ontario.
Paperless workflow
Secure communications
100% remote capability
Collaborative accounting
Authorized to practise public accounting by the Chartered Professional Accountants of Ontario
I'll help you find the best solution for your business
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Already Have an Accountant?
We believe in collaboration, not competition. If you already work with an accountant or bookkeeper, we're here to complement their services—not replace them. Our team specializes in providing targeted expertise for specific situations where you need additional support.
01
Financial Statements
When your lender requires compiled or reviewed financial statements, we step in to provide exactly what's needed—without disrupting your existing relationship with your accountant.
02
Audit & Assurance
When your charity crosses an audit threshold, we bring specialized expertise to ensure compliance while your accountant continues handling day-to-day work.
03
Complex Tax Advisory
When a complex tax question arises that requires specialized knowledge, we collaborate with your existing team to provide expert guidance on intricate matters.
How It Works
We coordinate directly with your existing accountant or bookkeeper to ensure seamless service. You maintain your primary relationship while gaining access to our specialized expertise exactly when you need it. It's a true partnership model designed around your success.
For Accounting Partners
If you're a bookkeeper or accountant looking for a trusted partner to handle specialized engagements, I'd welcome a conversation about how we can work together to serve your clients better.
Answers to the questions you may have
I provide corporate tax returns (T2), financial statement compilations (CSRS 4200), review engagements (CSRS 4200), audit services for NPOs, and financial advisory work including tax planning and forecasting.
Yes.
This is one of our specialties. Many businesses need occasional access to assurance services (reviews, audits) or complex tax work without changing their existing relationships.
I work alongside your current bookkeeper or accountant to provide specialist services when needed. This referral-based approach lets you access expertise without disrupting what's already working.
Book a free consultation through my website. We'll discuss your needs, provide transparent fixed-fee pricing, and outline next steps. Most clients start with a simple engagement letter and secure document upload.
I use transparent, fixed-fee pricing so there are no surprises:
Corporate Tax Returns (T2): Starting at $700
Compilation Engagements: Starting at $1,500
Review Engagements: Starting at $5,000
Audit Services: Pricing based on complexity
Advisory Services: Starting at $750 (ongoing or one-time)
Yes.
While I am based in Cobourg and primarily serve Durham, Kawartha, Northumberland, and Quinte West, I work with clients across Ontario and beyond.
Most of my services can be delivered remotely using secure client portals and video conferencing.
For most services, we can begin within 1 week of receiving necessary documentation.
Urgent matters (CRA deadlines, financing deadlines, etc.) are prioritized—contact me directly to discuss timeline requirements.
I focus on quality relationships over volume, using modern technology to deliver responsive, efficient service.