Business Details
Trusted Tax Planning Solutions in Ottawa
As an independent boutique tax firm, we offer personalized advice rooted in extensive experience and education. Our approach emphasizes tailored solutions for unique financial situations, recognizing that proactive planning is essential in an ever-changing tax landscape. We specialize in anticipating life changes that impact financial and tax planning opportunities, providing guidance through complex tax matters. Our team combines technical expertise with a client-centered philosophy, helping individuals and corporations navigate tax obligations across Canada and the United States. With credentials including CPA, CA, CPA (Illinois), and TEP designations, we deliver specialized knowledge in individual, corporate, and estate tax planning.We advocate for clients in dealings with the Canada Revenue Agency and provide strategic counsel on cross-border tax compliance. Our services extend to family law financial analysis and corporate reorganization, ensuring comprehensive support for diverse client needs. We prioritize clear communication and practical solutions to reduce the stress associated with tax and financial planning. Our practice integrates legal expertise through collaborations with professionals to address complex estate and tax treaty considerations. For over two decades, we have built a reputation for delivering precise, forward-thinking tax strategies that align with evolving personal and business circumstances.
Services
Individual Tax Planning
Canada-U.S. Tax Planning
Corporate Tax Planning
Estate Tax Planning
Consultation Services
Highlights and features
- We offer 20+ years of specialized tax planning expertise
- Our solutions combine legal and financial expertise for complex cases
- Proactive approach to anticipate life changes affecting tax planning
- Recognized specialists in Canada-U.S. cross-border tax matters
- Client-centered service with personalized representation before tax authorities
Associations and certifications
- CPA
- CA
- CPA (Illinois)
- TEP
Services
Individual Tax Planning
Comprehensive tax planning for life milestones including marriage, retirement, and estate planning. We prepare personal tax returns, handle voluntary disclosures, and represent clients before the Canada Revenue Agency. Our proactive approach addresses changing financial circumstances to optimize tax outcomes.
Canada-U.S. Tax Planning
Specialized services for U.S. citizens in Canada navigating tax obligations. We implement IRS Streamlined Procedures for non-compliant taxpayers and develop strategies to prevent double taxation under Canada-U.S. tax treaties. Our expertise addresses complex cross-border estate planning requirements.
Corporate Tax Planning
Tailored tax solutions for owner-managed businesses, professional corporations, and investment holdings. We handle corporate reorganizations and prepare specialized tax returns. Our strategic planning minimizes tax liabilities while ensuring compliance with evolving regulations for business entities.
Estate Tax Planning
Holistic estate planning services that address life changes and cross-border considerations. We coordinate with legal experts to create tax-efficient estate structures for Canadian residents with U.S. beneficiaries, ensuring compliance with both countries' tax laws while preserving wealth.
Consultation Services
Expert tax consultation for complex financial matters including family law support calculations, net family property valuations, and imputed income analysis. We provide specialized advisory services for corporate financial statements and tax return interpretations to resolve disputes and plan strategically.
People
Barbara D. Elkin
Principal Tax Advisor
LL.M. (Tax) graduate with CPA, CA, CPA (Illinois), and TEP designations. Specializes in cross-border tax planning and estate strategies. Leads client representation before tax authorities and develops customized compliance solutions.
Adam Davies
Tax Consultant
Provides support in corporate tax planning and compliance matters. Assists with tax return preparation and reorganization strategies for business clients. Collaborates on cross-border tax analysis and reporting requirements.
Agnes Kidd
Client Services Manager
Coordinates client engagements and manages administrative operations. Serves as primary contact for appointment scheduling and service inquiries. Ensures seamless communication between clients and tax professionals.
Questions
What tax services do you specialize in?
We specialize in individual and corporate tax planning, Canada-U.S. cross-border tax compliance, estate tax planning, and tax consultation services for complex financial situations.
Do you handle cross-border tax issues?
Yes, we specialize in Canada-U.S. tax planning, including IRS Streamlined Procedures for non-compliant taxpayers and strategies to prevent double taxation under tax treaties.
Can you represent me with tax authorities?
Yes, we provide representation before the Canada Revenue Agency for tax disputes, voluntary disclosures, and objection proceedings as part of our comprehensive tax services.
What estate planning services do you offer?
We provide tax-efficient estate planning that addresses life changes and cross-border considerations, working with legal experts to create compliant structures for Canadian residents with U.S. beneficiaries.
Do you offer consultation for family law matters?
Yes, we provide tax consultation services for family law cases, including support obligation calculations, net family property valuations, and imputed income analysis.
