Tax planning and strategy can be complicated. Let us do the heavy lifting.
Tax planning and strategy can play an important role in achieving your financial objectives.
Canadian and US Tax
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 tax strategy and planning solutions tailored to your unique needs.
Private Businesses and High-Net-Worth Individuals
If you are an owner or leader of a private business, a carefully considered and executed tax strategy is a must-have to protect the financial interests of your business, your employees, and your family. Careful tax planning is equally essential for high-net-worth individuals and families to ensure that your wealth is preserved for future generations. Tax planning can become even more complex for expatriates, as you have the added complication of dealing with the tax laws of more than one country.
Minimize Tax Liabilities
Our highly attentive and professional 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.
Trusts and Estate Planning
In addition to personal and corporate Canadian and US tax services, our in-house team also includes experts in commodity tax, corporate reorganizations and trust and estate planning.
Our fully qualified and experienced Trust and Estate Practitioners focus on minimizing tax liabilities and probate fees, and can work with you to ensure your intentions are properly documented, accessible and understandable.
Our experienced team of tax planning and strategy professionals can also review and advise on your insurance needs and provide you with thoughtful advice on a succession plan.