Areas of Practice

  • Compliance Work

    • Individual T1 tax returns

    • Corporate T2 tax returns

    • Trust T3 tax returns

    • Partnership T5013 information returns

    • Charity T3010 information returns

    • Other information returns (T4/T5)

    • Non-resident clearance certificates

    • CRA review letters

  • Tax Consulting

    • Corporate reorganizations

    • Purchase and sale of a business

    • Estate planning

    • Inter-generational transfers of businesses, farms, real estate, and other assets

    • CRA dispute resolution

    • Voluntary disclosures

    • Specialized tax issues requiring research

    • Marital property settlements

  • Typical Clients

    • Small - medium sized public accounting firms

    • Law firms

    • Incorporated professionals

    • Executives

    • High net worth individuals

    • Non-residents investing in Canada (inbound investments)

    • Canadians investing outside of Canada (outbound investments)

    • Immigrants to Canada

    • Emigrants from Canada