Private Client Tax & Advisory
High-Net-Worth and Family Tax Advisory
Complex family wealth can span corporations, trusts, investments, real estate and multiple jurisdictions. Our CPAs help high-net-worth individuals and family groups coordinate Canadian tax compliance with longer-term decisions—clearly, discreetly and with disciplined documentation.
Who We Help
Tax support built around the complete private-client picture
We work with sophisticated individuals, families and private groups whose personal, corporate, trust and cross-border reporting must be considered together.
High-net-worth individuals and families with multiple income sources, investments, entities or jurisdictions.
Entrepreneurs, executives and owner-managed business groups whose personal and corporate tax positions are connected.
Family enterprises, investment companies, holding companies and private corporate groups.
Executors, trustees and beneficiaries requiring trust, estate or deceased-taxpayer reporting support.
Newcomers, emigrants, internationally mobile families and Canadian-UAE private clients.
Non-residents disposing of taxable Canadian property who may require T2062-related support.
Coordinated Compliance
Why coordinated private-client tax work matters
A personal return may be only one part of the picture. Ownership structures, shareholder transactions, trusts, foreign assets, succession plans and corporate filings can create connected reporting obligations.
Our CPA team organizes the work around the whole family or ownership group so that filings, supporting records and planning decisions are consistent.
For complex families and private groups, defensible documentation and a complete view of related filings are essential.
Core Services
Integrated tax, reporting and remediation support
Each engagement is scoped to the accepted entities, tax years, jurisdictions and workstreams.
Personal, corporate and family-group compliance
Preparation and review of current and past personal and corporate returns, including shareholder activity, investment income, capital transactions, rental interests and connected family entities.
Trust and estate tax support
T3 trust and estate return support, deceased-taxpayer filings, beneficiary reporting and coordination with executors, trustees and legal counsel where required.
Foreign income, property and information reporting
Review and preparation support for applicable Canadian foreign-reporting obligations, including T1135, T1134, T106 and other information returns where relevant.
Residency, immigration and cross-border transitions
Canadian tax-residency analysis and filing support for arrivals, departures, internationally mobile families and Canada-UAE situations.
Succession and ownership planning
Tax analysis for intergenerational transfers, reorganizations, holding-company structures and succession work, coordinated with legal and investment professionals.
CRA reviews, audits and remediation
Support with CRA requests, reviews and audits, together with past-return preparation, filing-history cleanup and assessment of disclosure or legal-support needs.
Our Process
A disciplined five-step private-client process
Introductory call
We learn the family, entity and jurisdictional context and determine whether our capabilities fit the matter.
Scope and risk map
We identify the returns, entities, tax years, information filings, notices and deadlines that need attention.
Information plan
We provide a structured request list and coordinate records across the family, corporations, trusts and existing advisors.
Preparation and review
Our CPA team completes the agreed work and explains material positions and open items.
Ongoing coordination
Where requested, we align future filings and planning work across the relevant entities and advisors.
Frequently Asked Questions
Private-client tax questions
Do you work with family offices and existing advisors?
Yes. We can coordinate tax compliance and documentation with family-office personnel, legal counsel, investment advisors and qualified foreign advisors. Each professional remains responsible for work within their own licensed scope.
Can you handle personal, corporate, trust and estate returns together?
Yes, when accepted within the agreed engagement scope. Coordinating connected filings can reduce inconsistencies and make information requests more efficient.
Do you assist with foreign assets and reporting?
Yes. We assess applicable Canadian foreign-reporting requirements based on the taxpayer’s facts. Forms and obligations vary, so the review must consider ownership, residency, entities, transactions and the relevant tax years.
Can you help Canadian families with UAE interests?
Yes. Our CPAs lead the Canadian work and provide UAE support directly where it is within scope, involving qualified UAE or other local advisors when jurisdiction-specific advice is required.
Can you catch up prior personal, corporate or trust filings?
Yes, subject to case acceptance, records, workload and complexity. Bookkeeping reconstruction may be completed in-house or through referral, and voluntary disclosure or legal referrals are considered where appropriate.
Do you provide investment or legal advice?
No. We provide tax, accounting, compliance and related advisory services within the agreed engagement. Legal documents, legal opinions and investment recommendations should be provided by appropriately licensed professionals.
Bring the Full Tax Picture Into Focus
Coordinate the entities, filings and jurisdictions that matter.
If your family, investments or business interests cross entities or jurisdictions, our CPAs can help identify the workstreams, reporting obligations and next steps.
General information only; it does not create a professional-client relationship. Tax outcomes depend on the facts, the law and the written engagement scope. Canadian work is led by our CPAs; qualified local advisors are involved where non-Canadian law or registration requires them.