Corporate Accounting Services
  • Notice to Reader financial statement preparation
  • Review Engagement financial statement preparation
Corporate Tax Services
  • Corporate tax return preparation
  • Tax efficient structuring
  • Corporate re-organizations, amalgamations and wind-ups
  • Minimizing taxes for companies and their shareholders
  • Scientific Research and Experimental Development
Corporate & Business Advisory
  • Risk management and asset protection strategies
  • Advising on structuring of Shareholder Agreements
  • Advising on buy/sell transactions
  • Succession planning
U.S. & Cross-Border Taxes
  • Preparation of U.S. personal tax returns
  • Non-residents owning Canadian real estate
  • Canadian residents investing in the U.S. real estate
  • Estate planning for U.S. citizens living in Canada
  • Tax planning for expatriation from the U.S.
  • Non-residents investing or working in Canada
  • Planning for emigration from Canada
Personal Tax Services
  • Personal income tax return preparation
  • Foreign income information returns
  • Preparation of special returns for non-residents – sale of property, rental income, etc.
  • Voluntary disclosures
Estates & Trusts
  • Preparation of estate and trust tax returns
  • Tax planning advice including implementation and structuring of trusts
  • Advising, reviewing and updating wills