About Us

Since 1926, Loftus Allen & Co. has helped business owners, families, professionals, not-for-profit organizations, and individuals navigate financial decisions with confidence. Whether you're growing a business, planning for the future, managing a charitable organization, or dealing with Canadian, US or cross-border tax matters, we provide practical advice tailored to your goals.

We believe the best client relationships are long-term partnerships. By taking the time to understand your vision, values, and priorities, we help you make informed financial decisions that support lasting success.

Audit & Advisory Services for Not-for-Profit Organizations

Not-for-profit organizations face unique financial reporting, governance, and funding requirements. Our team has extensive experience auditing charities, foundations, grant-funded organizations, and organizations with annual revenues ranging from a few hundred thousand dollars to nearly $50 million.

Our audits go beyond meeting compliance requirements. We help Boards and management teams strengthen internal controls, improve financial reporting, navigate restricted funding and grant requirements, and identify issues early before they become costly or disruptive. Throughout the year, we're available to answer questions, provide guidance on accounting and governance matters, and help your organization stay audit-ready.

Whether your organization is experiencing growth, implementing new programs, or adapting to changing funding requirements, we provide practical advice and responsive support that allows your leadership team to stay focused on advancing your mission.

Trusted Advice for Family Businesses

Family businesses face unique opportunities and challenges that extend beyond financial statements. Decisions about growth, succession, governance, ownership, and wealth transfer often involve both business and family dynamics, requiring thoughtful planning and trusted advice.

At Loftus Allen, we work alongside family businesses to help navigate these important milestones with confidence. By taking the time to understand your vision, values, and long-term objectives, we provide practical guidance that supports sound decision-making, business continuity, and successful transitions across generations.

Our advisory approach goes beyond traditional accounting services. We help business owners and their families develop strategies for succession planning, ownership transitions, governance, tax efficiency, and wealth preservation. We help you create solutions that balance the needs of the business with the goals of the family.

Whether you're preparing the next generation for leadership, planning for retirement, or positioning your business for continued growth, we're committed to helping your family business thrive today and for generations to come.

Comprehensive Tax & Financial Planning

Our team works closely with you to develop tax-efficient strategies that align with your personal and business goals. From Canadian and U.S. tax planning to estate and succession planning, retirement strategies, and wealth preservation, we help you make informed decisions with confidence.

As your needs evolve, we're here to provide proactive advice and practical guidance. We'll help you reduce complexity, identify opportunities, and build long-term financial security.