Tax planning that looks beyond the filing deadline
We assist businesses, individuals and families with tax compliance, planning and matters involving the Canada Revenue Agency. Our team takes the time to understand your circumstances and provide clear, practical guidance.
OVERVIEW
Tax compliance and planning throughout the year
Tax obligations can change as a business grows, ownership changes, assets are acquired or sold, or personal circumstances evolve. We help clients meet filing requirements and consider relevant planning opportunities throughout the year.
Our work may involve corporate structures, shareholder compensation, acquisitions and sales, reorganizations, estates, trusts and charitable giving.
Recommendations are based on the applicable rules and the facts of each situation.
"Whether a matter is routine or complex, our goal is to explain the available options, required information and next steps in a clear and timely manner."
WHAT'S INCLUDED
Corporate and personal tax services
Corporate Tax
Compliance, planning and support for privately owned businesses
- Corporate tax compliance and filing
- Tax planning for the purchase or sale of a business
- Corporate reorganizations and restructuring
- CRA audit assistance and dispute resolution
- Tax considerations for real estate acquisitions and development
- Shareholder compensation planning
Personal Tax
Tax services for individuals and families with a range of financial circumstances
- Personal tax compliance and filing
- Estate and succession tax planning
- CRA audit assistance and dispute resolution
- Philanthropy and donation planning
WHAT YOU CAN EXPECT
A practical, year-round approach
01
Planning throughout the year
We consider tax matters as they arise, not only at filing deadlines, and help clients prepare for upcoming obligations and decisions.
02
Oversight by designated professionals
Engagements are led or overseen by designated professionals and supported by the broader accounting team as appropriate.
03
Clear communication
We explain the information required, the relevant deadlines and the practical implications of the available options.
RELATED SERVICES
Other ways we help our clients
Business Advisory
Strategic planning, acquisitions and sales, restructuring, and succession planning. We help you use your numbers to make better decisions.
Learn more →Estate Tax Planning
Efficient estate administration, liability reduction, and tax compliance for high-net-worth clients and their families.
Learn more →Business Start-Up
The right structure from day one. Incorporation, tax registration, bookkeeping setup, and ongoing advisory for new businesses.
Learn more →GET STARTED
Discuss your tax needs
Contact us to discuss corporate or personal tax compliance, planning, a CRA matter or another tax-related concern.