Tax Services

Virtually all business decisions have tax implications and every year, tax laws and interpretations change and become more complex. That’s why it is important to consult with a team of experienced tax advisors who understand your business, and ensure that you comply with applicable tax laws and capitalize on the tax minimization opportunities available to you and your business.

Corporate Tax Planning

Effective tax strategies ensure you are not paying more tax than necessary, allowing you to retain capital and build your business. From corporate structuring and executive remuneration to intercompany transactions as well as provincial and payroll taxes, we review all facets of your business to minimize your tax exposure. We can help you with:

• Tax planning and structuring to minimize taxes
• Shareholder and executive remuneration
• Identifying potential income splitting opportunities
• Advice on the tax implications of proposed transactions
• Payroll tax planning
• Canada/U.S. cross-border tax planning

Canadian Corporate Tax Compliance

Canada’s complex and continually changing legislative environment poses a significant tax compliance risk for businesses. We minimize this risk by managing your tax issues, staying current on legislative changes, and informing you of the potential impacts on your business.

We can help you meet all your tax compliance and reporting requirements, including:

• Preparation of tax and information returns, tax estimates and installments
• Advice on benefits of tax deferral and filing positions
• Preparation of Canada Revenue Agency ruling requests
• Audit defense and assistance with negotiations and correspondence with the Canada Revenue Agency
• Preparation of Research and Development claims

Succession and Estate Planning

Owner-managed businesses face many unique issues when developing and implementing a succession and estate plan. With years of experience helping business and individuals plan for the future, we have the technical knowledge and experience to help you effectively face these unique challenges. We can assist with:

• The development of succession plans or exit strategies
• Trust planning
• Tax minimization strategies
• Will planning and review
• Post-mortem planning to avoid double taxation
• Asset disposition planning
• Acquisition and disposal of a business