Services
From Tax Planning to Business Exit Strategies — We Help You Make Smarter Financial Decisions
At The Newport Group CPA, our services go far beyond compliance. We’re your behind-the-scenes strategist, helping you uncover hidden savings, plan for growth, and protect your wealth. Every service we offer is designed with one goal: to help you keep more, grow faster, and plan with confidence.
Compilation Engagements
Clear, Accurate Financial Statements — Without the Headache
A compilation report gives you a clear picture of your company’s financial health — without the complexity of an audit. We organize your books, prepare GAAP-compliant financial statements, and deliver reports that lenders, partners, and stakeholders can trust. Ideal for private companies needing financial statements for internal use or loan applications.
Review Engagements
A Deeper Look at Your Financials — With Limited Assurance
More rigorous than a compilation, a review engagement includes analytical procedures and inquiries to give you — and your stakeholders — greater confidence in your financial statements. Required by many lenders and investors, our review services ensure accuracy, transparency, and compliance, so you can secure financing and make informed decisions.
Corporate Tax Planning & Preparation
Pay Less Tax. Legally
We don’t just file your corporate tax return — we design strategies to minimize your tax liability before the year ends. From income splitting and capital gains planning to R&D credits and small business deductions, we identify every opportunity to keep more of your hard-earned profits. Timely, accurate, and optimized for your long-term goals.
Personal Tax Planning & Preparation
Maximize Your Personal After-Tax Wealth
Your personal tax situation is more than just a T1 return. It’s about income splitting, RRSP/TFSA strategies, capital gains, and integrating your business and personal finances. We create personalized tax plans that reduce your burden, avoid penalties, and align with your lifestyle and retirement goals.
Succession and Estate Planning
Leave a Legacy — Not a Mess
How will your business survive when you’re gone? We help you plan a smooth transition — whether to family, partners, or third parties — while minimizing tax, protecting your assets, and ensuring your wishes are honored. From wills and trusts to corporate reorganizations, we make sure your legacy is preserved.
Purchase or Sale of a Business
Buy or Sell Smarter — With Confidence
Buying or selling a business is one of the biggest financial decisions you’ll ever make. We guide you through due diligence, valuation, structuring, and tax-efficient deal terms to protect your interests and maximize your return. Whether you’re acquiring, exiting, or merging, we’ve got your back.
Contingency Planning
Be Ready for the Unexpected
What happens if you get sick? If the market crashes? If a key employee leaves? Our contingency planning helps you prepare for life’s curveballs with clear action plans, financial safeguards, and risk mitigation strategies. Peace of mind isn’t a luxury — it’s a necessity.
Financial Projections & Forecast
See the Future — Before It Happens
Stop guessing. Start planning. Our financial projections model your revenue, expenses, cash flow, and profitability under different scenarios. Whether you’re seeking financing, planning expansion, or evaluating new products, our forecasts give you the clarity to make bold, informed decisions.
Financing Support
Get the Funding You Need — Faster
Lenders demand solid financials. We prepare the statements, projections, and documentation you need to secure loans, lines of credit, or investor funding. From bank packages to pitch-ready financial models, we position you as a low-risk, high-potential borrower.