Charities and Not-For-Profit Organizations

Your Partner in Mission

Giving back

Serving charities and not-for-profits across the GTA

We understand the many unique challenges facing registered charities and not-for-profit organizations such as yours. From looking after the diverse needs of your stakeholders—which could include government and other funders including donors, directors, members, sponsors, lenders, and volunteers—to ensuring your long-term financial sustainability, you’re under constant pressure to operate on lean budgets while maintaining proper oversight. Then there’s the daunting task of keeping pace with changing accounting rules, auditing standards, tax legislation and funder reporting requirements.

Our assurance and advisory services are designed to help you meet the needs of your stakeholders and plan for the future, while maintaining statutory compliance and your tax-exempt status. We use a personalized approach and leverage the latest technology platforms, recommending solutions to help you make a difference.

An experienced team helping you achieve your mission

Whether your mission is centred around relieving poverty, championing important community causes such as healthcare, the environment or the arts, or serving the members of your association or activity club with excellence, our dedicated charities and not-for-profit team has the experience and expertise to serve your organization.

We’re passionate about helping you serve others. Whether that’s conducting a high-quality assurance engagement (audit or review) in the most efficient way possible—always tailored to your organization’s structure and mission—or identifying opportunities and best practices to enhance your governance systems and policies, we’re committed to helping you tell your financial story in the clearest way possible.

Woman on a laptop

Our services for charities and not-for-profit organizations include:

  • Audits and reviews of financial statements
  • Audits and reviews of other financial information or contract compliance 
  • Internal control process reviews and recommendations
  • GST/HST compliance and optimization
  • Preparation of the T3010 (Registered Charity Information Return)
  • Preparation of the T2 Corporate Tax Return
  • Preparation of the T1044 (Non- Profit Information Return)

Contact a member of our Charities and Not-for-Profit team now to discuss your organization's needs

Read our latest perspectives

Read our take on everything from new tax legislation and economic developments to strategic business insights and industry-specific accounting best practices.

Explore our full suite of services

Our specialized service offering caters to a wide range of clients with varying operational needs. We help them manage the following:

Audits, risk management, corporate structuring, advisory, financial statements and reporting

Canadian income and U.S. corporate tax, indirect tax, dispute resolution, strategic advisory, cross-border compliance and corporate structuring

Financial statement preparation and reporting, audit and accounting, reciprocal agreement and corporate fund advisory, operating and reserve fund opinions

Business valuation, M&A advisory, governance consulting, business growth and transformation, operational optimization        

Family tax planning, corporate structuring and reorganizations, estate and succession planning

Cross-border and international legal compliance, U.S. corporate tax, U.S. and international tax law, Cross-border corporate structuring

What clients are saying about A+M

Adams + Miles helped us prepare our company for sale by structuring it in the proper way to minimize tax liabilities. It was important that we worked with them at the beginning of the process, not while the sale was happening. We tried to be proactive, and they were instrumental that way. I couldn’t have done it without them.
Patrick Portelli
Retired entrepreneur and long-time A+M client
The partners are always available, responsive and take the time for regular check-ins. They talk to us before our annual audit to see if there is anything new happening at our organization or changes they should know about. When we amalgamated with a partner organization in 2021, we could not have done it without them.
Karen Reid
Director of Operations, Ontario Library Service
After our recent AGM I wanted to say that Adams + Miles’ presentation was by far the best financial presentation that I’ve seen. I’ve been in the industry for over 10 years, and also a board member at my condo, so therefore I’ve seen many presentations. Yours this year was excellent, detailed, easy to follow and easy to understand.
Diana Ionescu
Condominium Manager, Crossbridge Condominium Services