At KAS Advisors, we offer expert investment accounting services to help you manage complex portfolios with accuracy, compliance, and strategic foresight. From cryptocurrency to cross-border assets, our team ensures your investment records are complete, reconciled, and tax-ready.

Gain peace of mind with detailed tracking, CRA compliance, and proactive tax planning—all under one roof.

Our Investment Accounting Services Include:

1. Recording Investment Transactions: Accurate tracking of dividends, interest, capital gains/losses, crypto transactions, and more across all markets.

2. Reconciliation with Investment Statements: Monthly reconciliations to ensure your books match your latest portfolio activity.

3. CRA Compliance: Ensuring alignment with CRA forms like T5008, T3, and T5 for proper reporting of investment income.

4. Corporate Return Reporting: Filing investment data in corporate tax returns (T2), including required schedules and foreign investment disclosures (T1135, T1136).

5. Foreign Transaction Reporting: Recording and reporting international investments to meet Canadian tax regulations.

6. Tax Planning: Strategic support with dividend declarations and capital dividend planning to optimize returns and reduce liabilities.

Why Work with KAS Advisors?

• Deep Expertise in Complex Investments

• CRA-Compliant, Accurate Filings

• Tax-Efficient Strategies for Maximum Value

At KAS Advisors, we make investment accounting seamless, secure, and aligned with your financial goals.