Bare Trust Reporting in 2026: What ...
Bare trust reporting takes effect for the 2026 taxation year, with the first …
CPA Firm Serving Toronto And The GTA
Tax Clarity Connected
To What Matters
Cloud-based accounting and tax planning for individuals, owner-managed businesses and non-residents, led by a Chartered Professional Accountant.
- CPA, CA-Led Practice
- English, Cantonese And Mandarin
- Secure Online Client Portal
CPA, CA Designation
James Shum has held his designation since 2015.
In-Depth Tax Trained
Completed the CPA Canada In-Depth Tax Program.
Three Languages
Service in English, Cantonese and Mandarin.
Secure Client Portal
Share documents and sign forms online through TaxDome.
Who We Help
Advice That Fits Your Situation
Whether you are filing for your family, running a company or dealing with Canada from abroad, you get clear answers and a plan.
Individuals And Families
Personal tax returns, planning and estate matters handled accurately, with strategies to keep more of what you earn.
Owner-Managed Businesses
Corporate tax, year-end planning, bookkeeping and financial statements that support better business decisions.
Non-Residents And Movers
Canadian filings for non-residents, and planning for people leaving Canada, so cross-border rules do not catch you off guard.
What We Do
Our Services
Personal Tax Services
Personal tax compliance and planning for individuals and families, focused on accuracy, clarity, and proactive strategies to stay compliant while minimizing tax.
Corporate Tax Services
Corporate tax compliance and planning for owner-managed businesses, including T2 filings, year-end planning, and strategies that support growth.
Financial Reporting & Bookkeeping Services
Reliable bookkeeping and year-end financial statements that keep your records accurate and support informed business decisions.
Estate Planning & Family Trust Services
Tax-efficient estate and trust planning to protect wealth, support succession, and simplify transfers to future generations.
Non-Resident Tax Services
Canadian tax support for non-residents with filing and compliance requirements. We assist with rental income reporting, withholding taxes, and real estate transactions, ensuring accurate filings.
Departure Tax Planning Services
Tax planning for individuals leaving Canada, focused on deemed disposition rules and required filings. We help manage departure tax exposure and ensure a smooth, planned financial transition abroad.
Meet Your Accountant
James Shum, CPA, CA
James leads Connectere CPA, a tax advisory practice focused on small business owners and families. He has worked with owner-managed businesses since graduating from the University of Toronto in 2009, with experience at both Big Four and mid-sized accounting firms.
- Chartered Accountant designation earned in 2015
- CPA Canada In-Depth Tax Program, 2017 to 2019
- Corporate reorganizations, estate planning and year-end compliance
- Fluent in English, Cantonese and Mandarin
How It Works
Getting Started Is Simple
01
Book A Consultation
Pick a time that suits you. We will talk through your situation and what you need.
02
Share Your Documents
Upload everything through our secure client portal. No paper, no back and forth by email.
03
We Prepare, File And Plan
We handle the filings, explain the results in plain language and flag planning opportunities.
Testimonials
What Our Clients Say
For the last 15+ years, James has been my "go-to" person for personal tax questions and issues. He is always there when i need a quick answer. Very patient in explaining complex tax and finance rules in plain English to me. Above all, what I appreciate most is he has shared really valuable advice on personal financing that has helped me plan better for the future - James introduced IFA to me and I'm forever grateful for this idea.
Mathew Wong
James is an excellent accountant—professional, knowledgeable, and very patient. He explains everything clearly and makes the whole tax/accounting process smooth and stress-free. He is also responsive and detail-oriented, which gave us great confidence. I highly recommend James to anyone looking for a reliable and trustworthy accountant.
JW Xian
James has been a big help to my personal tax filing and negotiation with CRA. He is detail oriented, effective and knowledgeable. I would recommend him to my friends in a heartbeat!
Ham Lo
Excellent professional advice and handled my filings in a timely, complete and accurate manner.
Julius Shum
I know James do more the 10 years. He has helped my personal and cooperate taxes. He is very knowledgeable an easily approachable so I highly recommend this business
Kev Chang
Ready To Get Clear On Your Taxes?
Book a consultation and find out how we can help.