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Canadian Tax

Canadian tax, planning, and accounting support.

Explore Canadian corporate and personal tax, cross-border planning, trust and estate tax, CRA notice support, and the accounting work behind a reliable filing.

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Tax services

Choose the Canadian tax service you need

Start with the filing, planning, cross-border, or CRA question in front of you. We review the facts and define the work for your engagement.

01

Canadian Corporate Tax

Canadian corporate tax compliance and planning informed by the company’s operations and ownership.

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02

Canadian Personal Tax

Personal tax support for Canadian residents and people with income, assets, or filing questions across the border.

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03

Canadian Tax Planning

Planning around Canadian income, ownership, and proposed transactions for individuals and businesses.

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04

Canada–US Cross-Border Tax

Coordinate Canadian and U.S. filing questions when people, income, assets, or businesses cross the border.

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05

Canadian Trust & Estate Tax

Tax reporting questions for Canadian estates, trusts, trustees, and beneficiaries.

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06

CRA Notice Support

Review CRA letters, organize records, and determine a response plan or the need for authorized representation.

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Business & accounting

Support behind the tax work

Good records and clear ownership structures make tax questions easier to address. We can scope accounting and systems work alongside your tax needs.

01

Corporate Structuring

Review Canadian tax implications of entity and ownership choices with legal counsel where needed.

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02

Cloud Accounting Setup

Set up accounting tools, records, controls, and reporting for a more connected workflow.

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03

Business Accounting

Organize bookkeeping, reconciliations, and financial information for tax and operating decisions.

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How we work

A clear path from questions to delivery

Every engagement starts with the facts and a defined scope, so you know what comes next.

Discovery

Tell us where your business operates, what filings or systems you have, and what outcome you need.

Scope

We define the work, responsibilities, deliverables, timing, and information required before work begins.

Delivery

Our team prepares the tax work or configures the systems and workflows agreed in the scope.

Review

We walk through the result, document the handoff, and identify follow-up items where needed.

Discuss a Canadian tax question

Tell us about the company or person, the countries involved, and the filing issue or deadline.

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