Business Details
Your Trusted Tax Advisor in Toronto
With over 30 years of experience as a Chartered Accountant and CPA tax specialist, Claudia Ku provides strategic tax planning and advisory services for individuals, business owners, and corporations. Our firm focuses on minimizing tax burdens through personalized strategies, including corporate reorganizations, cross-border tax optimization, and estate planning. We combine technical expertise with proactive financial guidance to help clients maximize net worth while maintaining compliance with evolving tax regulations.Our services extend to bookkeeping, tax audits, and dispute resolution, supported by a team of qualified accounting professionals. We prioritize client education, ensuring clients understand complex tax implications of business decisions while offering tailored solutions for unique financial situations.
Services
Corporate Tax Planning
Personal Tax Services
Cross-Border Tax
Bookkeeping
Tax Audit Support
Details
- Year established: 2025
Highlights and features
- 30+ years of specialized tax expertise for individuals and corporations
- Personalized tax strategies aligned with long-term financial goals
- Comprehensive services covering tax planning, compliance, and dispute resolution
- Proven track record in cross-border tax optimization and international assignments
- Proactive advisory approach combining accounting and tax planning
Associations and certifications
- CPA Canada
- Chartered Accountant
Services
Corporate Tax Planning
We provide comprehensive corporate tax planning services to minimize business tax liabilities through strategic reorganizations, international tax optimization, and small business deduction strategies. Our team helps companies navigate complex tax regulations while aligning tax planning with business growth objectives. Services include tax return preparation, strategic reviews, and compliance support for domestic and cross-border operations.
Personal Tax Services
Our personal tax services focus on minimizing individual tax burdens through customized financial planning and estate strategies. We assist with tax return preparation, succession planning, and life milestone tax considerations for business owners, professionals, and high-net-worth individuals. Our approach integrates personal and corporate tax planning to optimize overall financial outcomes.
Cross-Border Tax
We specialize in cross-border tax planning for individuals and businesses navigating international assignments, emigration, or foreign investments. Services include pre-immigration planning, foreign property reporting, and tax-efficient structuring for Canadian residents with global assets or non-residents investing in Canada, ensuring compliance with multiple jurisdictions.
Bookkeeping
Our bookkeeping services deliver accurate, real-time financial records using cloud-based accounting software. We provide monthly bookkeeping, HST/GST remittance, and audit-ready financial statements, supported by CPA oversight. Clients gain 24/7 access to financial data while benefiting from tax-planning insights integrated into ongoing accounting services.
Tax Audit Support
We represent clients during tax audits and disputes with the Canada Revenue Agency, offering pre-audit preparation, audit negotiation, and formal dispute resolution. Our team conducts mock audits, prepares defense strategies, and works with legal counsel when necessary to achieve favorable outcomes in income tax, net worth audits, and voluntary disclosures.
People
CPA Tax Accountant Toronto
Principal Tax Accountant
With over 30 years of experience as a Chartered Accountant, Claudia Ku specializes in tax planning for individuals and corporations. She focuses on minimizing tax liabilities through strategic reorganizations, cross-border planning, and business succession strategies while maintaining compliance with evolving tax regulations.
Questions
What tax planning services do you offer for business owners?
We provide corporate reorganizations, shareholder agreements, business succession planning, and small business deduction strategies to minimize tax liabilities for business owners.
How do you handle cross-border tax situations?
We offer pre-immigration planning, foreign property reporting, and tax-efficient structuring for Canadian residents with global assets or non-residents investing in Canada.
What bookkeeping services are available?
We provide cloud-based bookkeeping with CPA oversight, including monthly financial statements, HST/GST remittance, and audit-ready records accessible 24/7.
Can you assist with tax audits?
Yes, we offer audit preparation, negotiation with the Canada Revenue Agency, and formal dispute resolution for income tax and net worth audits.
Do you work with international clients?
We assist Canadian enterprises expanding abroad and foreign companies investing in Canada with international tax compliance and optimization strategies.
What estate planning services do you offer?
We provide family trust planning, charitable foundations, and tax-efficient wealth transfer strategies to preserve estate value across generations.
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