TAXATION

Creative Best Practices

At Excelsior our Tax Professionals are committed to provide viable solutions for a client's unique needs. Our solutions incorporate knowledge gained from best practices and research. This guides us when providing efficient and effective tax and business planning services.

Every monetary transaction completed – domestic or international, business or personal – has direct or indirect tax consequences. With tax laws constantly changing, professional advice is essential.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and our extensive network of business relationships show our commitment to excellence.

Excelsior's Approach: Tailored Service Minimizes Tax

Our goal is to save clients money by minimizing their taxes payable legitimately. We do this through effective tax planning tools. We use our expertise to creatively plan and structure their business and personal transactions in a way that matches their priorities and business objectives.

Taxation Services

At Excelsior we work with SMEs across a wide range of industries creating custom solutions with our extensive knowledge and experience. Our tax services include:

  • Tax planning for individual and corporations
  • Return preparation for individuals, corporations, estates and trusts and not-for-profit organizations
  • Provincial and federal commodity tax planning and compliance
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning
  • Special purpose audits
  • Specific procedure reports
  • Personal and corporate annual income tax returns
  • Special filings as required (charity, T-slips, US compliance)
  • Planning services to minimize income taxes by identifying opportunities and avoiding pitfalls
  • Use of investment and holding companies
  • Canada Revenue Agency (CRA) dispute resolution
  • Review of existing HST rules
  • Research HST implications of doing business outside of Canada
  • Review HST implications of dealing with Maritime provinces
  • Corporate tax: general services from M & A to transfer pricing
  • Transfer pricing: minimizing risk exposure
  • High net worth: maximizing personal net worth
  • Human resource services: providing HR tax solutions
  • Indirect tax: creating visible results from hidden taxes
  • Commodity taxes
  • Cross border business
  • Migration
  • Owner/ Managed planning
  • Research and Development