Canadian Tax Planning
Make Canadian tax decisions with the relevant facts in view.
We help people and businesses review the Canadian tax questions connected to income, ownership, and proposed transactions before decisions are final.
Discuss your needsAll tax servicesWho this is for
Start with your situation
We review your facts and confirm the relevant returns and reporting obligations before work begins.
- Owners considering a new entity or ownership change
- Individuals planning a move, sale, or major change in income
- Businesses evaluating a transaction with Canadian tax consequences
Potential scope
What the engagement may cover
Services and deliverables are confirmed in writing for each engagement.
- Review available records and the proposed decision
- Identify Canadian tax questions and information gaps
- Consider timing and reporting implications within the agreed scope
- Coordinate with legal or other advisers when their work is needed
Before we begin
Questions we clarify first
Your answers help us identify the right work and avoid assuming that one filing fits every case.
- What decision is being made, and when?
- Which people, entities, and countries are involved?
- What prior returns and transaction documents are available?
Discuss your tax situation
Send us a summary of the entities or people involved, the countries, and the filing question or deadline.
Contact our team