Tax Planning

We can assist clients with a broad range of tax consulting and compliance services, including

  • Corporate tax planning
    • Corporate tax filings
    • Corporate restructuring
    • Succession planning
  • Personal tax planning
    • Personal Income Tax Preparation
    • Sole Proprietors & Partners (Self-employed)
    • Investors
    • Employment Expense
  • Financial and income tax planning
  • Not for profit organizations
    • Review engagements
    • Audit engagements
  • Estate planning & administration
  • Succession planning
  • Corporate reorganizations
  • Assistance with Canada Revenue Agency audits, disputes, and objections
  • Voluntary disclosures
  • Planning for the purchase or sale of a business
  • Cross-border tax planning and structuring for inbound and outbound investments
  • Compensation and benefits planning, including stock options and tax-deferred plans
  • Tax structuring for matrimonial settlements