Tax Services for Business Owners and Families
Strategic planning, compliance, and dispute resolution coordinated with your legal, financial, and accounting advisors for precise, integrated tax outcomes.
Tax Services
Strategic planning, compliance, and dispute resolution for business owners and families
Tax Advisory & Consulting
Strategic tax advice for business owners and families navigating complex corporate structures, transactions, and planning decisions coordinated with your legal and financial advisors.
Tax Planning
Proactive corporate and personal tax planning that minimizes your overall tax burden, optimizes retained earnings, and keeps your structure aligned with your business and family objectives year over year.
Tax Dispute Resolution
Representation through CRA audits, objections, and appeals with legal and accounting expertise available together when your file requires both.
Family Trusts
Family trust establishment, maintenance, and tax planning to support income splitting, asset protection, and intergenerational wealth transfer coordinated with your legal and estate advisors.
Estate Freeze
Tax-efficient restructuring that locks in the current value of your estate for you and shifts future growth to the next generation planned and executed with your legal and financial team.
Corporate Reorganizations
Structural reorganizations, amalgamations, and rollovers designed to optimize your corporate group for tax efficiency, succession readiness, and future transactions.
Estate Planning
Tax planning for estates, trusts, and intergenerational wealth transfers coordinated with your legal and financial advisors to reduce the tax cost of moving wealth to the next generation.
Succession Planning
Tax structuring for business succession events including family transfers, management buyouts, and third-party sales planned well in advance to maximize after-tax proceeds and protect continuity.
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