• Compilation of financial statements.
  • Federal and provincial corporate income tax returns, including all planning related to remuneration and tax minimization.
  • Assistance with the preparation of tax slips, including required reconciliations.
  • Recommendations regarding corporate structures, including changes to share ownership, implementation of family trusts or the addition of a holding company.
  • Planning and consulting regarding accounting and tax aspects of the purchase or sale of company shares or business assets.
  • Assistance with determination of business succession plan and implementation of restructuring as required to fulfill objectives.
  • Support for audit, appeals or objections for corporate tax matters, including all required interactions with government officials.

Professional practice corporations:

  • Advisory services for doctors, dentists, chiropractors, lawyers
  • Assistance with tax aspects of incorporation
  • Compensation planning, including determination of optimal salary/dividend mix

Consulting corporations:

  • Assistance with tax aspects of incorporation, including optimal share structure
  • Compensation planning, including determination of optimal salary/dividend mix
  • Review of tax exposure to personal service corporation provisions

Technology corporations:

  • Assistance with tax aspects of incorporation, including optimal share structure
  • Compensation planning, including determination of optimal salary/dividend mix
  • Preparation of scientific research and development claims, including ensuring all available federal and provincial tax credits maximized

Investment holding corporations:

  • Accounting for investment activity, including real properties, marketable securities and interesting bearing instruments
  • Optimization of corporate and personal income tax positions
  • Preparation of claims for tax-free capital dividends
  • Planning for structured wind-down