Tax Services  

I will look for tax savings opportunities and help you avoid common errors that can lead to significant tax liabilities. Communication is key to understanding business and personal goals before developing a realistic tax plan.

• Compliance services, Canadian and US
  • Prepare corporate and personal tax returns
  • Prepare trust and all other types of returns
• Develop and implement tax minimization plans
• Creditor proofing and estate planning
  • Creating and implementing these plans
  • Work with other professionals in the process
• Management of tax audits and disputes
• Prepare and assist with special claims such as:
  • Apprenticeship tax credit claims
  • Scientific research and experimental development claims
• Research of special tax issues
• Voluntary disclosure and fairness applications

For complex tax planning, estate planning and valuations, I have an experienced team of specialists available.