Tax Services
We generate sustainable results through corporate reorganizations, estate and succession planning, and tax reduction and deferral strategies. We advise on acquisitions and sale of businesses.
We also prepare personal (T1), commodity (GST/PST/HST), corporate (T2) and estate/trust tax returns (T3) and handle all tax filing and reporting requirements to ensure compliance with provincial and federal tax authorities. This also includes among other things, Canadian partnership returns (T5013s), various information returns (T5018, T1134, T1135, etc.) and Underused Housing Tax (UHT).
Our tax services are comprehensive and include the following:
- compensation planning (salary vs. dividend, etc.)
- mergers and acquisitions tax planning which also encompasses corporate restructuring for tax efficient purchase or sale of your company.
- succession and estate planning (transferring ownership of your company to the next generation)
- manage tax controversies to resolve disputes with the tax authorities.
- remuneration, tax, and asset protection planning discussions.
- review and optimization of corporate structures and family trusts
- income splitting, deductions, and exemptions
- corporate and personal tax minimization strategies
For nonprofits and charities, our tax services include the following:
- T3010 Registered Charity Information Return
- T1044 Non-Profit Organization (NPO) Information Return
- Tax advice & planning
- Canada Revenue Agency (CRA) correspondence
