Accounting & Tax Advisory Services

Income Tax Planning and Tax Return Preparation
Our expertise in tax law, tax planning and tax preparation helps you to protect your resources and minimize your tax burden.

• On-going tax consultation service throughout the year to advise and update you on the latest in tax legislation and opportunities.
• Year-end tax planning, to ensure all benefits due are maximized prior to year-end. This service includes preparation of tax estimates early in the year so you can act upon them.
• Expert tax return preparation including Canadian returns, cross-border situations, U.S. returns, taxation for immigrants, emigrants and non-residents.

Accounting & Corporate Tax Services for Holding Companies

We take care of all of the services required to maintain and make the most of your holding company(ies), including:

• bookkeeping, financial statement preparation and corporate tax return preparation;
• tax estimates and managing corporate tax instalments;
• paralegal services including preparation of annual shareholder and director resolutions, and annual filings;
• preparation of T5 slips for taxable dividends and capital dividend election forms for non-taxable dividends paid out of the company's capital dividend account;
• corporate tax planning services to ensure the integration of your personal and corporate planning goals.

Trust Management Services

We take care of inter-vivos and testamentary trusts, including:

• design and planning appropriate uses for trusts including legal tax avoidance;
• bookkeeping, financial statement preparation and trust return preparation;
• tax estimates and managing trust tax instalments;
• paralegal services including preparation of annual trustee resolutions;
• preparation of T3 slips for flow through of taxable income to beneficiaries; and
• annual trust tax planning to maximize the benefit of the trust in the family's overall financial structure and to integrate the trust tax profile with that of each family member.

Estate Planning and Settlement

A comprehensive service that will promote protection for your loved ones, including income tax minimization and the effective handling of your assets.

• Examine existing wills or assist in the drafting of your new will.
• Provide up-to-date knowledge on taxation, including how to minimize taxes payable at death and the tax liability year after year of heirs.
• Advise on the establishment and administration of trusts.
• Analyze your insurance plans to ensure adequate coverage is maintained for your estate, including your business.
• Provide a complete accounting service for the estate as well as completion of tax returns.

When a death occurs, we provide expert estate settlement services intended to make a complex and tedious job more bearable, while generating the best tax results. And we focus on developing the new financial plan for the survivor.