Services

Taxation

Becoming familiar with your specific needs, your historical situation and how your needs will change going forward over time is the key to effective, ongoing tax strategy. This is why a personal connection is so important. Whether you are a large or small enterprise, a for-profit or not-for-profit operation, a farmer, or a shareholder in large corporation or a small one, we deploy our diverse, talented and experienced team, to build and maintain an insightful, detailed strategy that sets you at ease and optimizes your returns.

  • Integrated tax planning to minimize taxes over the long term
  • Corporate tax return preparation
  • Personal tax return preparation
  • Trusts
  • Tax audit representation and negotiation
  • Corporate reorganization and restructuring
  • Assistance with corporate acquisitions and disposals
  • Succession planning
  • Estate tax planning, including working alongside other professionals such as lawyers and insurance and investment advisors to achieve a specific, well-structured plan that is tailored to your needs