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Tax

Tax can be complicated.
Let us do the heavy lifting.

Tax strategy and planning can play an important role in achieving your financial objectives.

Our dedicated team of tax professionals are experts in both Canadian and US tax matters. We can assist you with your corporate and personal tax reporting and provide you with tailored tax planning solutions.

Our highly attentive client service team is proactive in identifying potential issues and resourceful in designing strategies that minimize tax liabilities and build flexibility into your planning. From the routine to the extremely complex, we will work with you year-round to effectively manage your tax position so you can focus on managing your business.

In addition to personal and corporate Canadian and US tax services, we also specialize in commodity tax, corporate reorganizations and trust and estate planning.

Our in-house team of experts include Trust and Estate Practitioners who focus on minimizing tax liabilities and probate fees, and can work with you to ensure your intentions are properly documented, accessible and understandable. We can also review your insurance needs and provide advice on a succession plan.