Taxation

Cross Border Cross-Border Tax UA-116983730-1 U.S. Tax Personal Tax Corporate Tax Edmonton Tax IRS

Nearly every transaction you complete – domestic or international, business or personal – has direct or indirect tax consequences. Tax regulations are continually changing and can have a significant impact on how you operate and structure your business. Our tax advisors are well-versed in the latest Canadian and international tax legislation to ensure you comply with tax laws while paying the least amount of tax possible. We take the time to understand your unique situation, leaving nothing to chance.

CORPORATE TAX PREPARATION

Canada’s complex and continually changing legislative environment poses a significant tax compliance burden for businesses. We minimize risk by managing your tax issues, staying on top of legislative changes and informing you of potential impacts on your business.

We can help you meet all of your tax compliance and reporting requirements, including:

  • Preparation of tax and information returns, tax estimates and instalments
  • Advice on benefits of tax deferral and filing positions
  • Preparation of Canada Revenue Agency ruling requests
  • Audit defence and assistance with negotiations and correspondence with federal and provincial tax authorities
  • Tax planning and structuring to minimize taxes
  • Advice on the tax implications of proposed transactions
  • Provincial tax planning

PERSONAL INCOME TAX PREPARATION

A strong personal tax strategy involves much more than simply preparing and filing your tax return. We develop a customized plan tailored to your individual needs to ensure you get the most out of tax-saving opportunities.

We deliver a full range of Canadian personal tax services, including:

  • Personal tax planning and advisory services
  • Owner-manager tax planning and advisory services
  • Financial and retirement planning
  • Personal, trust and partnership tax compliance

U.S. TAX, NON-RESIDENT & INTERNATIONAL TAXATION

If you are a U.S. citizen or green card holder living or working in Canada, you have tax obligations in both countries. If you are a Canadian working in the U.S or have property you have to file a U.S. tax return. 

We deliver a full range of U.S. tax, cross-border tax,  international  and non-resident tax services, including:

  • U.S. Citizens or Green Card Holders in Canada
  • Personal tax planning and advisory services
  • Personal tax return preparation, including all required state returns
  • Personal tax planning and advisory services for individuals moving to / returning from the U.S.
  • Personal tax planning and advisory services for Canadian residents holding U.S. investments (including U.S. real estate)

ESTATE TAX COMPLIANCE AND PLANNING

Estate planning is particularly important if your estate involves significant assets, cross border properties and complex challenges.  Careful and orderly estate planning facilitates the smooth transition of assets to your beneficiaries, provides financial comfort to surviving loved ones, and can reduce or eliminate the taxation due to the dissolution of your personal and business assets.   For business owners, providing for continuity in your business and succession of ownership is an essential part of the overall strategic planning.

We offer a comprehensive set of estate planning services, including:

  • Income tax planning
  • Will planning
  • Structuring estate freezes
  • Use of insurance as a planning and investment tool
  • Post-mortem planning
  • Reviewing the potential use of trusts for income splitting
  • Charitable gift planning

OTHER TAX SERVICES

We will help you understand the deadlines and reporting requirements your organization must meet, and steward you through these complicated deadlines and requirements. 

We offer additional tax services, including:

  • Not for Profit Information Returns
  • Charity Returns
  • Information Returns (T4, T5, T5018)
  • GST Returns & Rebates
  • Partnership Returns