We specialize in small to medium-sized owner managed businesses in providing personal and corporate tax services for both Canada and the US, along with other related requirements.
Tax planning opportunities:
We will work with you to develop strategies to minimize taxes and help increase your bottom line by providing advice in areas such as:
- Paying salaries vs. dividends for drawing funds out of corporation
- Income splitting
- Whether or not to incorporate
- And offer assistance on incorporation
Personal tax returns for:
- Unincorporated professionals
- Self-employed/ sole proprietors
- Partnerships
Corporate tax returns for:
- Professional corporations
- Small and mid-sized private companies
Other tax returns and services:
- Trust/estate returns
- Assistance with CRA and IRS reviews and audits
- Bookkeeping
US personal and corporate tax planning & compliance:
- US returns for individuals, S Corporations, Limited Liability Corporations, and C Corporations
- Transfer pricing
- Cross border planning for corporations and individuals
Business advisory:
- Contract CFO services
- Risk management
- Business process improvements
- Internal control evaluations
- Accounting software advice