Taxes

We do
that.
  • Personal and corporate tax returns
  • Trusts and estates
  • Rollovers and elections
  • SR&ED: Scientific Research and Experimental Development claims
Case
study

CHALLENGE

This client started small with a handful of employees in a volatile industry. Soon they were trying to deal with explosive growth.

OUR SOLUTION

We have assisted the client with managing this growth and with bringing on additional investors. We also reorganized the corporate structure to separate investments from ongoing operations. We created a structure that is tax efficient by allowing for multiplication of the lifetime capital gains exemption with other family members. The company now employs nearly 200 staff members and has a company valuation of close to $50 million.