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Services

Specialized Tax Consulting Services for Accounting Firms and Their Clients

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I work exclusively with accounting firms to provide advanced tax consulting services to their clients. Whether it's corporate restructuring, post-mortem planning, or proactive tax strategies, I deliver clear and strategic expertise.

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My services include:

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  • Corporate restructurings

  • Post-mortem tax planning

  • Tax consulting for complex situations

  • Strategic tax planning for individuals and corporations​

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I partner transparently with your firm to offer your clients professional service—without the need to manage an in-house tax specialist. This collaborative model may include revenue sharing, based on mutually agreed terms.

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I work in English and French with the Income Tax Act (federal) and the Loi sur les impôts (Québec).

My Expertise

Trusts

Expert in structuring and managing trusts to optimize tax efficiency and protect family wealth. Offers strategic guidance on intergenerational planning and compliance with evolving tax laws.

How Does It Works?

My tax services follow a clear three-step process, with a dedicated meeting at each stage to ensure personalized guidance and full understanding.


Each step is billed separately, with complete transparency.


Below, you’ll find more details about each phase of the process.

1

Discovery Consultation

A 30-minute to 1-hour meeting - either in person or online - designed to understand your situation and determine whether a tax issue exists that requires specialized attention. This is a no-pressure opportunity to ask questions and explore how expert guidance can help.

2

Strategic Analysis & Planning

Once a tax concern is identified, I conduct in-depth research, analyze relevant questions, and develop tailored action plans. This phase concludes with a follow-up meeting to present and discuss the proposed strategies, ensuring clarity and alignment before moving forward.

3

Execution & Compliance

After selecting the preferred course of action with the client, I implement the plan, handle all necessary documentation, and submit filings to the CRA if required. 

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