Tax Services – Canadian and US

Tax umbrella - blue umbrella over coins Davis Martindale

We’ve got you covered!

Whether you are starting a new business venture, considering the implications of expanding internationally or selling your business, our taxation team at Davis Martindale can help. We know that navigating complex tax issues may not be where you want to spend your time. Luckily, our team relishes in practicing (living, breathing and reading) tax, so you don’t have to. We even come up with solutions in our sleep (true story)!

Canadian and US Tax Compliance Services

  • Canadian personal and corporate tax compliance filings
  • Scientific Research and Experimental Development (SR&ED) claims
  • Estate filings and compliance
  • Special tax compliance, including commodity taxes
  • US personal and corporate tax compliance filings
  • Assistance with audits and appeals
  • Voluntary disclosures and taxpayer relief requests

US and International Tax Services

  • Cross border Canada-United States planning and compliance filings
  • Structuring of investments in Canada by non-residents
  • Canadian immigration and emigration planning
  • Transfer pricing

Canadian Tax Advisory Services

  • Tax minimization and deferral planning tor corporations, individuals, trusts and estates
  • Assistance with set up and structuring of new business ventures
  • Review of shareholder and partnership agreements
  • Corporate reorganization and restructuring
  • Owner-managed and executive remuneration and compensation
  • Succession planning for family businesses
  • Planning of the purchase or sale of a business
  • Management buyouts of owners
  • Wills, family trusts and estate planning for individuals
  • Taxation of deceased taxpayers and post-mortem planning

Meet the Dream Team

Brenda L. Beattie tax taxation services

CPA, CA, TEP, CFP

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Bruce Barran Taxes Taxation Tax

CPA, CA, LPA, CFP

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justin hoffman tax taxation services

CPA, CA, CPA(Illinois), CFP, BCom

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Mecheliena Wilson Tax Taxation

CPA, CA

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Mike Koenig Tax Taxation

CPA, CGA, CFP

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Paul

FCPA, FCA, LPA, CFP, RFP, TEP

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Tax Taxation Bill Simpson

William Simpson

CPA, CA, CBV

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