Our primary goal as trusted advisors is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
While the use of terms like Artificial Intelligence is common today, our practice employed advanced technology years ago.
Whatever we do, we strive for efficiency and insights that can be easily missed.
We know that every client is different. Tailored and comprehensive work methods are applied. Our practice is registered with the Canadian Public Accountability Board (CPAB) – the governing body to ensure that our audits adhere to the highest quality public company auditing standards.
Accounting Financial Reporting
Our reporting services assist with financial reporting requirements to shareholders or tax authorities. We work with you to contain risk add to your existing internal controls.
Given the extent and complexity of tax obligations in most jurisdictions today, it is becoming increasingly important for individuals and families to take a more proactive approach to manage, protecting and growing their wealth and assets. Fortunately, there are many options available to individuals to do this, from exploring different investment structures and diversifying their assets to simply relocating assets to other jurisdictions.
Managing tax reporting obligations is a complex and daunting task for many high-net-worth individuals and families, mainly if several jurisdictions are involved. As tax laws and regulations are continually changing, it can be challenging to stay informed of all tax and reporting obligations required and how these are applied on a practical level. This also applies to financial institutions required to provide tax reporting information for their clients with tax obligations in other jurisdictions.
Many of our clients are family business owners and stakeholders in corporate entities, which require particular attention when considering wealth management planning, alongside our clients’ other personal assets. Family businesses are unique in that their management has to consider legal requirements, considerations of the relevant business markets at the time, and considerations of a more personal nature due to the families and generations involved in the business.
We provide expert opinions on complex legal cases. Whether involving breach of contract or shareholder disputes, torts, or matrimonial matters, our Litigation Support professionals provide professional expertise, independence, credibility, and objectivity to assist with all litigation assignments.
Our Litigation Support services include:
The federal government has made significant investments in the Canada Revenue Agency (CRA), both here in Canada and the Internal Revenue Service within the United States, that increase the number and size of tax audits and assessments. Canadian and U.S. businesses and high-net-worth individuals also face relatively ambiguous tax rules and a challenging and time-sensitive dispute resolution process.
It’s important to strategically manage your interactions with tax authorities in a way that adds value by avoiding disputes and effectively resolving disputed issues with full knowledge of the rules, internal government processes, and various methods of resolution.
Our approach to the tax dispute life cycle:
Our strategy is to proactively prevent, efficiently manage and favourably resolve your tax disputes and audits throughout the world.
Our specialized team brings together former tax authority personnel, former federal finance and justice department employees; tax litigation lawyers and other tax; accounting and process experts as needed; supplemented by insights from our global network. The goal is to strategically manage all aspects of your interactions with tax authorities in the following three phases of the tax dispute life cycle.
Prevent: Are you “audit ready”?
Manage: How do you prepare for an audit?
Resolve: What are the possible paths for resolution?
Hands down, the best and most knowledgeable tax professional I have ever worked with on either side of the border.
James’ depth of knowledge of the tax code, and his evident abilities to incisively assess a client’s needs and suggest different approaches and solutions immediately, deliver a great sense of confidence. He is able to quickly establish a plan of deliverables.
Furthermore, it leaves you as a client with a huge amount of comfort that you are in incredibly capable hands.
He is a first-rate professional in the field of taxes and my personal experience leaves me more than happy to recommend his services.
James is a consummate professional with an uncanny ability to add value to everything he does.
As a professional James is highly dedicated to his clients and has a creative mind.
In the more than several years I have known and worked with James, he has repeatedly demonstrated an unmatched technical expertise, outstanding customer focus and the highest level of professionalism.