Tax Advisory

Make tax planning a powerful tool for your financial success. With Capex CPA’s Tax Advisory services, you gain access to expert guidance on minimizing tax liabilities, optimizing deductions, and planning ahead for sustainable growth.

Our Tax Advisory Services Include:

  • Strategic Tax Planning: Proactive tax strategies tailored to your financial goals, designed to maximize tax efficiency and savings.
  • Corporate & Personal Tax Optimization: From corporate to personal tax, we identify opportunities to reduce your overall tax burden.
  • Tax Credits & Incentives: Guidance on accessing industry-specific credits, grants, and incentives that reduce costs and support growth.
  • Compliance & Risk Management: Ensure all filings meet CRA requirements, minimizing audit risks and ensuring accuracy.
  • International Tax Advisory: Expert advice on cross-border tax considerations, ensuring compliance and efficiency in international transactions.
  • Year-Round Support: Access to ongoing tax advice, keeping you prepared for opportunities and changes in tax law.

Let Capex CPA guide you to smarter tax decisions and greater financial clarity. Contact us today to see how our Tax Advisory services can work for you.

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.