Tax Consulting Services

What’s important to us when providing tax consulting advice is ensuring we are aligned with each client’s business strategy and objectives every step of the way. Our team is focused on responding to questions, providing advice, and developing a tax strategy to help you and your company minimize tax, and take advantage of available incentives
— Tracey Jennings, Founder digitaltaxCPA

Our Tax Consulting Services Include:

  • Owner-Manager Tax Planning

    • general tax advice, set-up and ongoing tax planning considering family dynamics and future plans (ownership, organizational structure, acquisitions, remuneration strategies)

    • tax planning to facilitate business succession (estate freeze, crystallization capital gains exemption, introduction of holding companies, divestitures)

    • Expansion outside Canada including reporting and structuring

  • Corporate Tax Planning

    • general tax advice in connection with interpretation if laws and CRA administrative positions and treatment of transactions

    • corporate reorganizations including asset transfers, acquisitions/divestitures, amalgamations, and wind-ups

    • tax consequences of employee compensation including share-based incentives

    • shareholder repatriation

    • loss utilization strategies

  • Personal and Estate Tax Planning

    • general tax advice and tax minimization/income-splitting strategies

    • estate and succession tax minimization strategies

    • tax planning in connection with sole-proprietorships, when to incorporate, and maximizing tax deductions

 Other Services:

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