Our services +
Our comprehensive range of tax services is designed to meet all your needs, whether you are a business or an accounting firm seeking specialized support. We are here to provide you with expert advice and tailored solutions.
Tax reorganization is a strategic step in optimizing a company’s legal and tax structure. Our goal is to design a customized tax strategy that will help you minimize your company's taxes,
reduce legal risks associated with your operations, anticipate and minimize taxes in the event of the sale of your business, minimize taxes related to your remuneration, etc. This can be achieved, among other things, by setting up trusts and holding companies. All this while ensuring compliance with current tax laws.
Corporate Tax Restructuring +
Commercial transactions such as mergers, acquisitions, and business sales have significant tax implications that must be considered during the planning stage.
Our team will guide you through each step of the process, evaluating potential tax consequences, identifying tax reduction opportunities, and structuring the transaction to maximize your financial benefits.
Sale of Business, Family Business Transfer,
Merger and Acquisition +
To prepare your business transfer or acquisition plan, financing for the future transaction must be considered. We maintain constant contact with various financial institutions and know how to optimize a personalized financing plan.
Our experts can accompany you throughout this process to ensure that your transaction is optimally financed.
Financing for Business Transfer or Acquisition +
Assessing a company’s market value is a crucial step in many situations, such as the introduction of new shareholders to the company's shareholder base, purchase or sell of a business,
financing planning of shareholder agreements, establishing a succession plan, estate freezes, successions, etc. Our experts, sometimes with external business valuators, will provide you with an analysis of your company's value to make informed decisions.
Business Valuation +
Entrepreneurs face legal risks at various levels, whether through personal guarantees of business activities or the risk of company lawsuits within the business.
It's essential for an entrepreneur not to lose everything in case of misfortune. Several strategies can prevent the worst outcomes: asset protection trusts, asset separation into various entities, protection through universal movable hypothec, etc. Our experts are here to implement the best solution tailored to your reality.
Implementation of Legal Protection
Structures for Entrepreneurs +
You can rely on our specialists to assist you in reviewing income tax returns, evaluating the tax treatment of specific items, or resolving other tax issues.
We are your ally to ensure that you have an experienced tax department within your firm.
Tax Compliance Service for Accounting Firms +
Whether you want to look at the traditional questions of wages versus dividend, company car purchase or lease versus personal, or analyse all parameters of your family's compensation,
we are the experts. We will take the time to review your entire situation to provide personalized recommendations.
Optimization of Entrepreneur and Family
Remuneration Structure +
Entrepreneurs have a special tax context when it comes to retirement planning. They need to integrate the sale of their business, plan the accumulation of stock and/or real estate investments within holding companies,
protecting assets accumulated over time, anticipating optimized retirement disbursements with all sources of income: dividends from holding companies, withdrawal from RRSPs/RRIFs, optimizing government benefits (CPP and OAS), CCQ pensions, etc. Our professionals are here to help you determine the best planning.
Entrepreneur Retirement Planning +
Succession planning is a crucial step to ensure the financial security of your loved ones and the protection of your estate after your passing. Our estate planning experts will help you develop a comprehensive plan that aligns with your personal and family goals while minimizing tax obligations for your heirs.
Whether you aim to minimize estate taxes, allocate necessary liquidity for payments, or establish a trust for your children, we will guide you through each stage of the process to ensure a smooth transition.
Entrepreneurial Succession Planning +
When an entrepreneur holds one or multiple companies at the time of their passing, proper tax planning can significantly reduce applicable taxes for the estate.
Our experts will assist you in analyzing your situation and identifying the best options to optimize your succession. We will support you in implementing appropriate measures, considering legal, financial, and tax aspects.
Post-mortem Entrepreneurial Planning +
Preparing income tax returns for trusts and estates requires in-depth tax knowledge that our experts possess.
Our team will ensure that your income tax returns are optimal, complete, accurate, and compliant with all current tax requirements. This will help you avoid tax penalties, as well as minimize the risks of tax audits and disputes.
Preparation of Trust and Estate
Income Tax Returns (T3) +
We closely collaborate with recognized specialists in these fields to offer you a comprehensive service for all your taxation needs.
Collaboration with Specialists
in Sales Taxes (GST/HST/QST)
and International Taxation +
Our Services +
Our comprehensive range of tax services is designed to meet all your needs, whether you are a business or an accounting firm seeking specialized support. We are here to provide you with expert advice and tailored solutions.