Nearly every transaction you complete — domestic or international, business or personal — has direct or indirect tax consequences. Tax regulations are continually changing and can have a significant impact on how you operate and structure your business.

Our Services


Notice how Canada Revenue Agency continues to impose new reporting obligations and harsher penalty regimes, and how tax law is becoming impossibly complex? Our clients range from early stage venture backed or owner-managed businesses to complex corporate groups. We offer fully outsourced tax compliance service, allowing management to focus on the core business, and comprehensive practical planning advice.

Private Client Estates and Trust

Next generation succession planning for business owners, planning and compliance for family trusts and estates, and just helping you comply with annual tax compliance are the bread and butter of our practice. We can also function as your family office.

International Tax

US and international expansion? Our experienced tax team can help strategize and structure your global business. We can introduce you to a Moore Stephens member firm for local advice, or as most clients prefer, take the lead on providing a complete global solution, partnering with our Moore Stephens member firms for technical planning and compliance.


US and Canadian tax laws are complex and often at odds with each other. Our cross-border tax consulting and return preparation services for individuals and corporations working in a cross-border context are designed to build wealth while minimizing risk.

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We pride ourselves on developing long-lasting relationships with our clients. Our partners are hands-on and work directly with clients to achieve success.