- Preparation of personal income tax returns.
- Preparation of federal
and provincial corporate income tax returns.
- Preparation of testamentary and inter-vivos trust income tax returns.
- Tax filings for prior years including corresponding with CRA
on overdue filings, unpaid taxes and voluntary disclousure.
- Amendments to prior years’ tax returns.
- Canadian tax planning for corporations and individuals including:
- Purchase and sale of a business.
- Income splitting strategies.
- Estate freeze and business succession.
- Owner-manager and executive compensation.
- Corporate reorganization.
- GST/HST compliance.
- Representations and objections to CRA regarding tax appeals.
- Research and development claims.
- Seminars and workshops on tax update and tax planning matters.
- Associated with other professionals to provide expertise in U.S.
tax advice and other matters.