Canadian Tax and Accounting
Personal Services
- Personal tax returns and tax planning
- Date of death returns
- Estate and trust tax returns and estate planning
- NR4 and NR6 preparation for non-residents
- T2062 and T2062A Request for Certificate of Compliance for non-residents
- S.216 and S.217 elective returns for non-residents
Business Services
- Review engagements
- Notice to Reader engagements
- Financial statements
- Corporate tax returns and tax planning
- Partnership returns
- Corporate restructuring and succession planning
- Business consulting
- Bookkeeping, payroll and GST/PST filings
- T4 and T5 preparation
- T5018 (subcontractor payments) and WCB filings
US Tax and Accounting
Personal Services
- Personal tax returns and tax planning for US citizens and green card holders
- Personal tax returns for Canadians with US rentals, sales of US property, US gambling income and other US income
- Assisting US citizens living in Canada become US tax compliant
- Assisting US citizens and green card holders who have expatriated from the US
- Preparation of information returns: Form 114 (FBAR), 8938 (FATCA), 8854, 8840, 8621, 5471, 3520, 3520A, etc.
- A US Certified Acceptance Agent to assist with W-7 application for US ITIN
Business Services
- Corporate tax returns
- Partnership returns
- Financial statements