Proactive tax and advisory services for businesses, families and individuals.
Since 1984, we have helped owner-managed businesses, high-net-worth individuals and families across Alberta reduce their taxes, structure their wealth and plan ahead.
Please note: submitting a request does not guarantee a booking. GAP meetings are offered to qualified clients who are ready to move forward, and our team will confirm whether a meeting is the right fit.
Understand your situation
We take the time to learn where you are today and what you want to achieve.
Map the best path
We identify the right way forward for your business and your family.
Your proposal & quote
You receive a clear proposal and quote. No obligation: the decision is always yours.
Advice built around where you are, and where you are going
Most of our clients are owner-managed businesses and the families behind them. We look after today’s numbers and plan for what comes next.
Business owners
Keep more of what you earn with proactive tax planning, reliable financial statements and advice that keeps pace as your company grows.
Families planning across generations
Plan how wealth and the business pass to the next generation, with estate, succession and trust planning designed around your family.
Businesses growing beyond Canada
Expand, invest or own assets abroad with structures that stay compliant and tax-efficient, supported by our Russell Bedford global network.
Services for every stage of your business and family
From the everyday to the once-in-a-generation decisions. These are the services clients come to us for most.
Tax Planning & Strategy
Proactive planning that lowers your tax over time, not just at filing season.
Learn more →Corporate Reorganization
Holding companies, share reorganizations and rollovers that keep your structure working for you.
Learn more →Cross-Border Structuring
Structures and reporting that keep international operations compliant and tax-efficient.
Learn more →Succession Planning
Prepare the business and the family for a smooth handover or sale.
Learn more →Retirement & Estate Planning
Plan retirement and wealth transfer with strategies that preserve what you have built.
Learn more →Financial Statements
Compilation, review and audit engagements that give you, your lenders and partners confidence.
Learn more →Controllership & Advisory
Clients call us before major financial decisions, and we call them when something needs attention.
Learn more →Valuations
Understand what your business is worth before you sell, restructure or plan.
Learn more →Specialized Tax Services
Advice on complex matters, including restructuring, expansion and cross-border situations.
Learn more →Clear steps, no surprises
You will always know where things stand and what comes next.
Tell us about your situation
A short request form so we understand your goals before we meet.
Your GAP meeting
A complimentary 30-minute Goal Achievement Process meeting to understand where you are and where you want to go.
Your proposal and quote
We recommend the best path forward and send a clear proposal and quote. You decide if and when to go ahead.
We get to work, and stay with you
If you choose to work with us, we put the plan in place and keep it current as your business and family change.
Advice that goes beyond the paperwork
Anyone can file the forms. The value is in seeing the whole picture, and planning ahead with you year after year.
Years of experience
Advising family-owned enterprises since 1984, from Calgary, Red Deer and Edmonton.
Deep tax credentials
A partner holding CPA, CA, TEP, LL.M (Tax), LL.B and MBA credentials for complex planning.
Russell Bedford network
Member of the Russell Bedford global accounting network for cross-border needs.
Peak Performance Plans
Tax, accounting and planning reviewed together as part of one ongoing strategy.
Finalist, 2026 STEP Private Client Awards
We are proud finalists of the 21st annual STEP (Society of Trust and Estate Practitioners) Private Client Awards. It reflects the trust our clients place in us on matters that are often deeply personal, technically complex, and important across generations.
Ask Shajani AI, any time
Our intelligent assistant answers questions about tax, accounting and our services whenever you need it, day or night. Its answers draw on our library of articles written by our partner, Nizam Shajani, so you get guidance grounded in our firm’s own expertise.
Shajani AI provides general information, not professional advice. For advice on your specific situation, book your planning meeting.
Hear it from our clients
What business owners and families say about working with our team.
Nizam offered clear and considerate guidance on a complex family and business issue. He organized a process with many moving parts, asked insightful questions, and helped us confidently understand the way forward. We appreciated his professionalism, patience, and integrity throughout.
We have been doing business both personally and corporately with Shajani CPA’s for several years and they consistently provide us with good and timely service. The team is responsive to our questions and always available to meet to review and update any changes to our needs.
I have had the pleasure of working closely with Shajani CPA and the whole team for 11 years now. We have worked together with a wide range of client matters. They have been highly effective in the different situations, strategic and thoughtful. They are trustworthy and are able to guide me with complex matters in a very professional manner.
Shajani CPA is a proud member of the Russell Bedford global accounting network
Giving our clients access to an international network of independent accounting firms for cross-border tax, structuring and growth.
Tell us your ambitions. We will guide you there.
Start with your complimentary 30-minute Goal Achievement Process (GAP) meeting. We will understand your situation, recommend the best path forward, and send you a proposal and quote. The decision is always yours.
Please note: submitting a request does not guarantee a booking. GAP meetings are offered to qualified clients who are ready to move forward, and our team will confirm whether a meeting is the right fit.