Services

Advisory

The questions that don't fit neatly into a tax return. Bring us the problem — buying, selling, incorporating, restructuring — and we'll map the options with numbers attached.

Planning

The questions that don't fit neatly into a tax return. Bring us the problem; we'll map the options.

What's included

  • Incorporation analysis — whether, when, and how
  • Buying or selling a business, including asset-versus-share considerations
  • Compensation planning across salary, dividends, and bonuses
  • Cash flow forecasting and budgeting for owner-managers
  • Corporate structure reviews, including holding companies and family trusts
  • Succession and exit planning for family businesses
  • Representation in CRA disputes, objections, and taxpayer relief requests

Need this handled?

A first conversation costs nothing — tell us where things stand and we'll map out the rest.

Book a consultation