Tax Advisory

Pay less tax. Legally. Strategically. Year-round.

Our Tax Advisory service goes beyond filing. We actively find ways to reduce your tax bill, protect you from CRA risk, and plan ahead so you're never surprised.

What's Included

Strategic Tax Planning. Proactive strategies tailored to your goals to maximize savings.

Corporate & Personal Optimization. We find opportunities to reduce your total tax burden across both.

Tax Credits & Incentives. Access industry-specific credits, grants, and incentives you're likely missing.

CRA Compliance & Risk Management. Accurate filings that minimize audit risk.

International Tax Advisory. Cross-border tax planning for businesses with international operations.

Year-Round Support. Ongoing advice so you're always prepared for changes in tax law.

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See how much you could be saving.

FAQ’s - Tax Advisory Edition

  • Our One-on-One Zoom Consultation is a personalized session where we delve into your tax matters, providing strategic insights tailored to your specific financial situation and objectives.

  • During your session, we offer customized tax planning advice that takes your unique tax profile into account, helping you optimize your financial position and maximize your savings.

  • We perform a thorough examination of your legal documents to ensure they comply with relevant regulations and to identify any potential tax implications that may arise.

  • Our goal is to find legitimate strategies to allocate income within your family, effectively reducing your overall tax burden and enhancing your financial efficiency.

  • We provide comprehensive strategies to stabilize the value of your current assets, manage family trusts effectively, and optimize remuneration planning for tax efficiency.

  • Our M&A Guidance includes expert advice on tax-efficient processes, assessing potential tax implications, and structuring transactions to minimize liabilities during business mergers and acquisitions.

  • We conduct a meticulous analysis of the target entity during a transaction to identify key issues and assess potential tax exposures, ensuring informed decision-making.

  • We review your corporate structure and recommend efficient simplification methods, such as amalgamations or liquidations, to enhance operational efficiency and reduce tax burdens.

  • Our team aids in calculating safe income within a corporation to support inter-company dividend deductions, ensuring compliance with CRA regulations.

  • We provide strategic advice on managing tax implications for individuals who are planning to immigrate to or emigrate from Canada, ensuring you remain compliant with tax laws.

  • We offer tax-efficient strategies for Canadian citizens looking to acquire real estate in the U.S., helping you navigate the complexities of cross-border transactions.

  • Our advisors assist Canadian companies planning to expand globally, providing insights into potential tax consequences and compliance obligations in foreign jurisdictions.

  • We guide foreign companies wishing to invest in Canada, addressing key tax issues, structuring advice, and profit repatriation strategies to optimize investment returns.

  • We help you complete section 116 certification requests and apply for NR6, streamlining the management of withholding taxes to ensure compliance.

  • Our Post-Mortem Planning Services focus on managing potential triple taxation upon death, incorporating life insurance strategies and maximizing cash flow for the estate.

  • We provide expert guidance on managing and mitigating potential tax exposures related to cryptocurrency transactions, helping you navigate the evolving tax landscape.

BOOK A FREE DISCOVERY CALL

Still have questions? We'll answer them on the call.