Tax Services

The firm prefers to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, the firm is in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. The firm provides our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:

 

  • Tax planning for individuals and corporations
  • Return preparation for Individuals, Corporations, Estates and trusts, Not-for-profit organizations
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. The firm can develop tax-minimization strategies to optimize your after-tax position.

Federal and Provincial Sales Tax (GST, HST, PST and QST)

Many of the firm clients are responsible for collecting and submitting sales taxes in many different jurisdictions. The firm can assist your company in the compilation of information and preparation of sales tax returns, and in controlling your sales-tax-related costs.

Estate & Trust Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. The firm can guide you through the complex process of getting your financial affairs in order.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. The firm can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. The firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

U.S. and International Taxation

A record number of Canadian businesses and individuals have cross-border interests. The firm can assist you in understanding the tax rules that may affect those interests, and in planning accordingly.