Services

Whether you have outgrown your previous accountants or are wanting closer relationships with your professional advisors, we have a team of experts ready to take on all of your accounting needs.

Taxation

Our tax group has dedicated and narrowed in their practices to taxation matters to save you time and money. We are more than your advisor, we act as an advocate: driving your taxation issues to their final resolution and execution.

Core Taxation

Preparation of Federal and Provincial Corporate, Personal, Partnership, and Trust tax filings
Preparation of T3010 Registered Charity Information Return or T1044 Non-Profit Organization Information Return
Payroll planning and assistance
Goods and services tax (GST) compliance and planning
Canada Revenue Agency audit defences
Preparation of ruling requests
Resource taxation
US Federal & State personal income tax returns
US foreign reporting filing (FBAR)
Consultation on cross-border tax issues & employment abroad
US estate & gift tax planning and corresponding Canadian tax implications

Wealth Preservation and Estate Taxation

Estate and inheritance structuring to maximize tax savings and/or deferrals
Corporate reorganization planning to minimize taxation
Family and personal trust planning and administration
Retirement planning
Intergenerational transfers of property
Succession planning
Inheritance planning and protection
Will review and planning
Probation planning
Insurance consulting and planning

Tax Planning

Purchase and sale of a business
Shareholder issues
Matrimonial issues
Wind-ups, amalgamations, and reorganizations
Partnerships, joint ventures, and hybrid entities
Establishment of a business in Canada
Non-residents providing services in Canada
Investment in Canada including the purchase of real estate in Canada
International athletes and entertainers performing in Canada
Expanding your business outside of Canada
Canadian outbound investment
Tax planning to become a non-resident