Tax Services

During your lifetime, you will spend more on taxes than any other single item.

Tax Planning and Support for Consultants and Professionals Individuals and businesses require an integrated approach to ensure that tax compliance is efficient and minimizes the overall tax burden. We provide a full range of business and personal taxation services to a wide range of clients. Once we understand you and your business we focus on practical, value-added tax planning.

Areas we assist our clients include:

  • Succession and estate planning
  • Corporate tax planning
  • The tax implication of mergers, acquisitions and divestures
  • U.S. tax consulting and return preparation
  • Integrated tax minimization planning
  • Estate and succession planning
  • Corporate/business structuring
  • Scientific research and experimental development (SRED) tax credits
  • Corporate tax compliance
  • Personal tax compliance
  • Partnership tax issues

A few examples of issues you may face:

  • Are you an incorporated subcontractor? Is your company considered a Personal Service Corporation? What are the implications of being a PSC?
  • Doing business in the U.S.? What are your U.S. filing requirements? What is the best way to structure your U.S. operations?
  • Interested in ways to minimize probate fees? Have you considered a secondary will to deal with you shares in private companies?
  • Can I structure my business for income splitting benefits?
  • Have you considered succession strategies for your business?
  • Does your partnership or shareholder agreement integrate with your will and estate planning?