WHAT WE DO

We listen, collaborate, reflect, and focus on helping our clients grow their business in line with their values.

ABOUT US

The team is made up of a diverse group of professionals with various experiences and backgrounds. We have a cumulative experience of over 100 years working with different-sized companies and not-for-profit organizations.

SMALL AND MEDIUM BUSINESSES AND ORGANIZATIONS

We can assist you with your processes, controls, bookkeeping, accounting, and financial statements. We are also ready to work with you if you need your financial statements reviewed or audited for your shareholders or creditors.

CORPORATE TAX

No one wants to leave money on the table. We can assist you with your corporate income tax preparation, optimization of corporate structures, tax deductions and credits.

CROSS-BORDER SERVICES

Our services include preparing tax returns for U.S. federal and state income, helping with IRS, CRA, and Revenu Québec correspondence, and ensuring accurate tax treaty benefit claims. Our Head of Tax, Mitchell Wronsky, is a licensed CPA in Illinois and a member of the American Institute of Certified Public Accountants.

• Personal Income taxes Canadian T1-TP1, S 216, S217, IRS Form 1040-1040NR

• Canadian emigration tax compliance

• Applying the US-Canada Tax Treaty as an effective tax planning tool

• US Streamlined Offshore Compliance Procedures

• Corporate Income taxes in both Canada and the US, Subpart F income and GILTI

• Partnerships and Flow-Through Entities 1065 and K-1’s

• Estates and Trusts returns 1041, Estate taxes 706 and 706N

• 1042-S foreign tax withholding on effectively connected income

• Foreign partners’ withholding, including 8804 and 8805 preparation

• PFICS and Trust forms 8621 and 3520