🍁 Canadian Tax Compliance

We provide comprehensive tax compliance services to individuals, corporations, trusts, estates, and partnerships. Our approach is distinguished by its accuracy, efficiency, and a tailored understanding of each mandate, whether involving routine compliance matters or more complex tax issues. Our objective is to ensure compliance with federal and Quebec tax obligations while considering relevant tax optimization opportunities and risk management considerations.

Our services include the preparation of individual income tax returns (T1 / TP-1), corporate income tax returns (T2 / CO-17), trust returns (T3 / TP-646-V), and partnership information returns (T5013 / TP-600 / RL-15, where applicable), as well as final returns upon death and assistance with certain estate and trust matters. We also assist with late-filed returns, correction of omissions, coordination of Quebec and Canadian tax obligations, and files involving real estate, international, or administrative tax matters.

Voluntary Disclosures

We assist taxpayers seeking to come forward and correct prior tax errors or omissions through the CRA Voluntary Disclosures Program and its equivalent provincial program administered by Revenu Québec. In an environment of heightened oversight, a properly structured voluntary disclosure file can help a taxpayer correct a non-compliance situation while seeking, subject to eligibility, relief from penalties and interest, as well as protection from prosecution.

Our services include a detailed review of the relevant facts, assessment of eligibility for each applicable program, preparation and documentation of the submission, and subsequent coordination with federal and provincial tax authorities.

Crypto-Asset Taxation

We advise individuals and businesses on the tax implications arising from holding, using, and disposing crypto-assets in an evolving regulatory environment. Given the increasing complexity of the applicable rules and the heightened attention of tax authorities toward this sector, careful analysis is essential to ensure proper compliance and mitigate tax risk.

Our services include the analysis and tax characterization of gains and losses based on the nature of the activities, determination of applicable reporting obligations, and review of complex transactions involving purchases, sales, exchanges, staking, mining, airdrops, forks, lending, and other digital asset activities. We also assist with international reporting obligations where wallets or platforms are held abroad, as well as tax planning considerations tailored to the client’s objectives.

Our approach is intended to provide structured and personalized guidance aimed at ensuring the compliance, security, and tax efficiency of crypto-asset activities.