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Discover
Learn about your goals and challenges.
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Analyze
Research applicable laws and programs.
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Recommend
Provide tailored strategies and options.
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Implement
Assist with execution and follow‑up.
Tax Consulting & Advisory
With ever‑changing tax laws, proactive planning is essential. Our tax consulting services offer strategic guidance to individuals and businesses, helping you make informed decisions, access incentives, and plan for the future. Whether you’re expanding, investing, or passing on your business, we’re here to advise.
Key Services Include
Optimize your structure and operations to minimize tax.
Identify and claim programs like SR&ED and provincial incentives.
Plan for smooth business succession and reduced estate taxes.
Provide cash‑flow and tax projections to guide decisions.
Benefits
Good tax advice doesn’t just save money—it unlocks new opportunities. We keep you current with legislation, identify credits you might otherwise miss, and integrate tax into your broader financial strategy. Our goal is to help you grow while staying compliant.
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Insightful guidance for key decisions
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Identification of industry‑specific credits
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Support through business transitions
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Integrated approach to tax and strategy
Our Process – How We Work
F.A.Q.
Service-Specific FAQs
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SR&ED stands for Scientific Research and Experimental Development; we assess your activities to determine eligibility and guide you through the claim process.
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Yes—we advise on treaty considerations, withholding taxes, and compliance for investments or operations outside Canada.
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We recommend reviewing your tax plan annually or whenever there are significant changes in your business or personal circumstances.
Ready to revamp your tax strategy?
We design plans that minimize taxes and fuel growth.