Corporate Accounting Services
- Notice to Reader financial statement preparation
- Compilation Engagement financial information 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
