What KT Partners does

KT Partners LLP is a privately-held Canadian CPA firm founded in 2011 by Ashok Khandelwal, CA and Michael Todary, CA, headquartered in Vaughan, Ontario, with additional offices in Toronto, Barrie, and Miami, Florida. The firm delivers six core professional service lines — accounting and bookkeeping, assurance, business advisory, tax preparation and planning, estate and succession planning, and U.S. cross-border and international tax — to Canadian and U.S. individuals and businesses, with a primary differentiator being cross-jurisdictional tax expertise (FinCEN 114/FBAR, Form 8938, treaty elections, dual-residency filings). It also maintains nine industry specializations spanning auto dealerships, dental, law, manufacturing, media/film/TV, medical, not-for-profits, private companies, and real estate.

The firm operates a partner-led professional services model with engagement-based pricing (no publicly disclosed fee schedule) and delivers work through human advisors using established professional software: CaseWare for compilation engagements, tax preparation software for T1/T2/T3 returns, and QuickBooks Online as its preferred client accounting platform. It has no public API, no proprietary software product, and no disclosed AI/ML capability. KT Partners supplements its services with published thought-leadership assets, including a quarterly Tax Tips and Traps newsletter, a 479-page Tax Guide for Investment Advisors authored by Michael Todary and published by Thomson Reuters, and a research section of CRA forms, financial calculators, and client tax organizers.

Growth has been executed through five completed practice mergers/acquisitions (David M. Steingart CPA CA in 2014, John R. Mott CPA CA in 2017, Brief Rotfarb Wynberg Cappe LLP in 2021, and Nine Cross Border Tax Consulting Professional Corporation in 2023) plus the Miami office opening, taking headcount into the 51-100 band. The firm is privately capitalized with no external funding rounds, no parent company, and no institutional investors identified. Distribution is direct-to-client through office-based engagement and supported by content marketing, organic social, and a co-op recruitment pipeline with post-secondary institutions.

Name

KT Partners

Legal name

KT Partners LLP

Website

https://ktpartners.ca

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

KT Partners LLP is a privately-held Canadian CPA firm offering accounting, assurance, advisory, tax preparation, estate planning, and U.S.-Canada cross-border tax services to individuals and mid-market businesses across nine industry verticals, delivered through offices in Ontario and Miami.

Ownership category

akta.pro rank

Headquarters

HQ city

Vaughan

HQ country

Canada

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Distribution channels1 record

Marketing channels7 records

Core offering

KT Partners LLP is a boutique Canadian CPA firm delivering six professional service categories: Accounting & Related Services (bookkeeping, compilation, system setup), Assurance Services (audits, reviews), Business Advisory, Tax Preparation & Planning (T1, T2, T3, GST/HST), Tax Estate & Succession Planning, and U.S. Cross-Border & International Tax. The firm serves both businesses and individuals, with industry specializations in auto dealerships, dental, law, manufacturing, media/film/TV, medical, not-for-profits, private companies, and real estate.

Product overview

KT Partners LLP is a boutique Canadian CPA firm offering six core professional services: Accounting & Related Services, Assurance Services, Business Advisory, Tax Preparation & Planning, Estate & Succession Planning, and U.S. Cross-Border & International Tax. The firm operates as a service-based practice rather than a software product company. They supplement their service offerings with client resources including Tax Tips and Traps Newsletters (quarterly publications), a Tax Guide for Investment Advisors (479-page reference book), financial calculators, and client tax organizers. Their service delivery is conducted through human advisors across offices in Toronto, Vaughan, Barrie, and Miami, utilizing professional tax and accounting software internally.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Related Services System setup, bookkeeping, accounting, compilation services, and annual tax return preparation delivered to businesses and individuals by CPA professionals.
• Assurance Services Audits, reviews, and special assurance engagements that improve the quality and context of financial information for decision-makers.
• Business Advisory Consulting services to help organizations improve operations, internal controls, finances, and achieve growth objectives.
• Tax – Preparation & Planning Tax return preparation and planning for individuals (T1), corporations (T2), and trusts (T3), including GST/HST returns and Quebec provincial returns.
• Tax – Estate & Succession Planning Estate tax minimization strategies and business succession planning, including exit strategies, business valuation, and life insurance needs assessment.
• Tax – U.S. Cross-Border & International Specialized cross-border tax services including U.S. and Canadian tax preparation, FinCEN 114 (FBAR) reporting, Form 8938, tax treaty elections, and international tax planning.
• Industry Specializations Specialized accounting and tax services for auto dealerships, dental, law, manufacturing, media/film/TV, medical, not-for-profits, private companies, and real estate sectors.

Segments11 records

Ideal customer profiles10 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Crowe Soberman LLP: Toronto-based mid-market CPA firm with strong advisory, tax, and cross-border expertise serving private companies and HNW individuals. Highly comparable to KT Partners in size, urban Ontario footprint, and boutique positioning.
• Baker Tilly Canada: Canadian mid-market accounting and advisory firm operating across provinces with industry-specialized practices (including healthcare, real estate, manufacturing). Comparable to KT Partners in serving owner-managed businesses and growth-oriented SMEs.
• Fuller Landau LLP: Toronto-based mid-market CPA firm with cross-border tax expertise and industry specialization in real estate, manufacturing, and professional services. Directly comparable in size, scope, and cross-border practice focus.
• MNP LLP: Largest Canadian-owned chartered professional accounting firm, deeply focused on mid-market and SME clients with cross-provincial and industry-specialized practices. Closely comparable to KT Partners in market positioning, with a similar partner-led culture but materially larger scale.
• Smythe LLP: Vancouver-based boutique CPA firm offering assurance, tax, and advisory services to private companies with industry specializations. Comparable mid-market boutique model to KT Partners with similar cross-border Canada–U.S. exposure.

Emerging players

• Greenback Expat Tax Services: U.S.-headquartered specialist firm focused on U.S. tax preparation for Americans abroad and cross-border expat clients. Comparable niche to KT Partners' cross-border individual segment, particularly FBAR/Form 8938 compliance.
• Andersen Tax (Canada): International tax and advisory firm with Canadian presence focused on cross-border and private client work. Compares directly to KT Partners on U.S./Canada cross-border positioning, though operates at a higher price tier and global scale.

Broad incumbents

• KPMG Canada: Big Four firm in Canada with comprehensive audit, tax, and advisory services including a substantial cross-border tax practice. Overlaps with KT Partners at the upper end of the mid-market but generally pitches enterprise-scale mandates.
• BDO Canada: Top-tier Canadian accounting firm with national reach and industry-specialized practices serving private and public mid-market clients. Competes for the same SME and owner-managed business engagements as KT Partners but with materially greater resources.
• Grant Thornton Canada: National Canadian accounting and advisory firm offering full-service audit, tax, and consulting across all major provinces. Larger scale and broader scope than KT Partners but competes for the same mid-market Canadian private company segment.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100064565513649
• LinkedInca.linkedin.com/company/kt-partners-llp
• Instagraminstagram.com/ktpartners_llp
• Xx.com/ktpartnersllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KT Partners