Taxation Services

Taxation Services

Taxation is complicated, there is no question about it. That is why we are here to simply it for you. We can take your numbers from raw receipts to professionally completed tax returns and handle everything in between. We can explain tax matters relevant to you in plain language and help you get comfortable with tax.

We take a proactive approach to taxation through careful analysis and planning. With this approach, we have saved our clients thousands in income tax, and we are ready to do the same for you. We would review your transactions and ensure no stone is left unturned in maximizing your deductions and minimizing your taxes.

We provide the following taxation services:

  • Personal and corporate tax filings
  • Partnership returns (T5013)
  • Taxation of deceased individuals and estates / trusts, including all applicable and optional returns
  • Taxation of portfolio investments
  • Quebec tax filings – Personal and corporate
  • Small business tax planning and scenario analysis
  • Compliance and handling of audits and reviews by Canada Revenue Agency, including audits of Allowable Business Investment Losses (ABIL), employment expenses, rental losses, business expenses, replacement property rules, moving expenses, complex reviews of nursing home / medical expenses, and matters related to marital status.
  • US corporate and personal taxation with emphasis on cross-border issues. We offer this service through our network of tax specialists.

 

Small Business Tax Planning

Tax can be a burden for small businesses and has caught many off guard. That is why small businesses need to take taxation seriously. That is why we are serious about taxation. Part of our services to small businesses include tax planning and tax minimization and deferral strategies. We will perform proactive analysis, estimation, and on-going planning to help you minimize your tax burden and enhance your cash flow predictability. We will utilize corporate income planning mechanisms to optimize your tax rate and income allocation.

We see beyond the numbers and we’re here to share that perspective. In every phase of your business, we can help with answering your many questions, whether you are looking to purchase a piece of equipment or open a new branch. We will use our expertise to do critical analysis of your requirements and address and deliver on your needs when you need us.

With time being a scarce resource, you face many challenges, including meeting all the deadlines for tax filings. You will find our approach to time management to be very diligent. Through our experience in the accounting industry, we are able to work efficiently to ensure all your filings are done on time and in line with expectation.

Through our network of tax specialists, we also offer a wide range of advanced taxation services, including estate and succession planning, corporate reorganizations, and international taxation.

Please feel free to Contact Us today to set up an appointment with one of our CPAs. We offer a free 30 minute initial consultation.