Tax

Canadian Tax

Individuals

Preparation of individual income tax returns, information returns, tax elections, estimates, and ruling requests of federal and provincial authorities

Preparation of non-resident income tax returns (foreign-owned real estate in Canada) 

Voluntary Disclosures Program (undeclared income)

Immigration and Emigration tax planning

Obtaining Certificates of Compliance on sale of Canadian property

 

Corporate

Preparation of Canadian and provincial income tax returns, information returns, tax elections, estimates, and ruling requests of federal and provincial authorities

Corporate structuring and restructuring

Voluntary Disclosures Program (undeclared income)

Identify tax opportunities

Holding companies with foreign subsidiaries (FAPI Reporting)

 

Estates & Trusts

Preparation of Trust and Estate returns

Trust & Estate Planning

Obtaining Clearance Certificates for estates and trusts

Voluntary Disclosures Program (undeclared income)

 

Indirect Taxes (Sales & Commodity)

Preparation of sales tax returns (GST-HST-QST)

Preparation of specialized elections and rebates (Housing Rebates)

Audit support

Voluntary Disclosures (unremitted sales taxes)

 

US Tax

Individuals

US Tax Returns for US-citizens or Green Card holders living in Canada or the US (including non-filers)

US Tax Returns for Non-Resident Aliens working or owning property in the US (including non-filers)

Support regarding jurisdictional issues with real estate closings and ownership

Complex tax planning for individuals with high net worth

US Immigration support and pre-residency tax planning for moving to the US

Complex Foreign Reporting (FATCA, PFICs, FBARs, etc.)

Expatriation for Green Card holders and US Citizens (renouncing US citizenship)

Voluntary Disclosures Program (Streamlined Procedures)

 

Corporate

US Tax Returns for Foreign Corporations

Assistance with Entity selection

Assistance with cross-border corporate expansions and reorganizations

 

Estates & Trusts

US Estate Tax Returns for Non-Resident Aliens

US Trust Tax Returns for Non-Resident Aliens

Complex estate planning