We work with you to understand the tax impact of your business and investment decisions and ensure your first and future corporations and investments are structured to manage taxes efficiently.
Canada Revenue Agency (CRA) audits
An audit can happen at any time, and if you’re selected, we can help manage the process quickly to mitigate the stress and clerical burden on your team. We’ll work with you throughout the process to make sure your rights are protected. We can also work directly with the CRA and negotiate on your behalf to manage and limit the scope of the audit.
Corporate and personal tax returns
Tax laws and rules change constantly. Our experts stay on top of the trends and issues to ensure you are taking advantage of available credits, while staying compliant with tax laws.
Your business and personal taxes are intertwined. We’ll manage your tax planning so you can maximize your wealth and minimize your taxes, while keeping an eye on your goals for the future.
We look at both your personal and business finances and give you advice to optimize your tax structure now and minimize the tax payable for your loved ones later. We work alongside a strong legal team to ensure all your documents are in order, and will follow up with your family so that the process is as smooth as possible.
Family trusts can be an effective strategy for managing your business and personal assets while you are alive. In effect, you transfer the ownership of your asset, but you are still able to enjoy it. An example might be protecting your savings from the potential of a failed business venture, or setting money aside for a grandchild’s education. We’ll talk you through your needs and recommend the right strategy for your situation.
Commodity tax services (HST/GST)
Managing these taxes well can have a significant—and positive—impact on your business’ bottom line. We know the rules inside and out and stay on top of legislative changes to help you avoid government assessments and take advantage of refund opportunities.
Our team has access to tax specialists world-wide through our DFK network. We’ll collaborate with them to identify tax planning opportunities, for example, cross-border financing, global restructuring, and transfer of foreign operations to a parent company.
Scientific Research and Experimental Development (SR&ED)
We’ll help you take advantage of the Scientific Research and Experimental Development (SR&ED) tax credits that you may be eligible to receive, and support you through the claims process.