Tax Planning
Tax planning and the preparation of tax returns are key services that we provide to our clients be they individuals, owner-managed businesses, partnerships or public corporations. We pride ourselves on our tax-oriented culture. Our knowledgeable and experienced professionals will help you with a wide range of tax planning and compliance services.
Our Tax Group consists of three Tax Partners, one Senior Manager and two Managers. Collectively, it has over 80 years of full-time tax experience in public practice, industry and with the Canada Revenue Agency. We have considerable experience planning for cross-border investments and frequently liaise and collaborate with our PKF colleagues in the US and overseas.
Our tax services include:
- Business succession planning
- Planning for the purchase or sale of a business
- Cross-border tax planning for inbound and outbound investments
- Assistance with investment tax credit claims for Scientific Research & Experimental Development expenditures
- Assistance with mining and oil & gas ventures, including flow-through shares
- Compensation and benefits planning, including stock options
- Estate and personal tax planning
- Assistance with Canada Revenue Agency audits, disputes and objections
- Tax return preparation and review
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