Tax Services

Our firm provides a full range of tax compliance services for our clients.

Corporate Tax

  • Preparation of corporate income tax returns and financial statements
  • Business Incentives/SR&ED Tax Credits
  • Owner/Manager Compensation Planning (including tax slip preparation)
  • Support for audit, appeals, objections for corporate tax matters
  • Assistance interacting with CRA regarding the above

Personal Tax

  • Personal income tax preparation for all provinces, including business statements, rental statements, employment expenses, and investment activity
  • Preparation of final returns for deceased taxpayers, including all required supplementary reporting
  • Non-resident returns to report Canadian source income
  • Projection of personal tax liabilities under various scenarios
  • Support for audit, appeals, and objections for all personal tax matters, including assistance with CRA pre-assessment reviews. Estates & Trust Tax
  • Preparation of Testamentary trust, Alter-ego Trusts, and all Family Trusts
  • Assistance in walking clients through the tax requirements and other governmental requirements
  • Estate planning and tax minimization and maximization of assets for beneficiaries. Services provided
  • Strategic planning and business advisory services
  • Tax return preparation, including all required supplementary reporting
  • Submissions for the Voluntary Disclosure Program
  • Representation with various tax and government agencies
  • Assistance with CRA audits and appeals
  • Preparation of Clearance Certificate Requests, including required supplementary reporting
  • Preparation of Estate Information Returns for the Province of Ontario

Estates & Trust Tax

  • Preparation of Testamentary trust, Alter-ego Trusts, and all Family Trusts
  • Assistance in walking clients through the tax requirements and other governmental requirements
  • Estate planning and tax minimization and maximization of assets for beneficiaries.

Other Services Provided

  • Strategic planning and business advisory services
  • Tax return preparation, including all required supplementary reporting
  • Submissions for the Voluntary Disclosure Program
  • Representation with various tax and government agencies
  • Assistance with CRA audits and appeals
  • Preparation of Clearance Certificate Requests, including required supplementary reporting
  • Preparation of Estate Information Returns for the Province of Ontario