Tax Planning

  • Individual and Owner managed tax planning analysis, including retirement planning, dividend vs. salary, assistance with Investment decisions
  • Experience in preparation and review of Individual & Corporate Tax returns, CDN and US
  • Experience of preparation and review of HST, Payroll, EHT, WSIB returns and remittance calculations
  • Supervised and reviewed compilation engagements including preparation of financial statements and tax returns
  • Liaising with revenue authorities and represent clients to reconcile tax discrepancies, address their notice of assessments/reassessments, assist clients in preparing for tax audits
  • Manage client expectations, ensure outstanding service, estate planning, cross-border consulting for resident and non-resident tax returns, and provide clientele with a single point of contact for compliance and advisory needs.

We focus on advice consulting business financials Get A Quote