Tax Preparation | Tax Advice & Planning | Tax Debt Relief | Tax Accountant

Tax Expert, Tax Specialist, Tax Preparation, Tax Advice, Tax Planning, Tax Debt Relief Solutions, Tax Services & Tax Accountant. Downtown Toronto & Financial District. Call 416-628-7824 and press 2 to speak with an advisor.

Personal Tax Planning:

▪ Income Splitting
▪ Borrowing to Invest
▪ Education Trusts
▪ Tax Saving Strategies
▪ Investments
▪ Deductions and Credits
▪ RESP’s, RDSP’s and TFSA’s

Personal Financial Planning:

▪ Cash Management and Budgeting
▪ Investment Planning and Asset Allocation
▪ Risk Management and Insurance
▪ Tax Planning
▪ Retirement Planning
▪ Estate Planning

Retirement Planning:

▪ Cash Flow Projections
▪ RRSP Conversion Decisions
▪ Pension Plan Decisions

Inbound Tax Planning:

• Tax planning for Immigration to Canada
• Tax planning for Returning Canadian Expatriates
• Investment in Canadian Businesses and Real Estate by Nonresidents
• Nonresidents Carrying on Business in Canada
• Canadian Subsidiaries of Foreign Corporations
• Tax Treaty Issues

Outbound Tax Planning:

• Tax Planning for Emigration From Canada
• Post­ migration Expatriate Issues
• Investment by Canadians in Foreign Businesses and Corporations
• Investments by Canadians in Foreign Real Estate

Corporate Tax Planning:

• Corporate Reorganizations
• Incorporation of Unincorporated Businesses
• Minimizing Tax on the Sale of Shares of Corporations by Using the “capital Gains Exemption”
• Minimizing Tax on the Sale of Shares of Corporations by using “Safe Income Strips”
• Utilizing Corporate Tax Losses
• Partnership Formation, Reorganization, and Dissolution
• Optimizing Dividend / Salary Policy
• Maximizing the use of the “Small Business Deduction”
• Rolling over shares to Holding Companies
• Creditor Proofing Reorganizations
• Structuring Shareholder Buy / Sell Agreements
• Advising Foreign Corporations Operating in Canada
• Advising Canadian Corporations Operating Outside of Canada

Estate Planning & Taxes:

• Estate “Freezing” of Private Corporations so that tax on death is minimized
• Reviewing and Advising on wills in order to avoid tax pitfalls and minimize taxes payable on death
• Advising in connection with the formation and terms of family trusts created during the lifetimes of individuals
• Planning aimed at minimizing exposure to probate fees on death
• Planning aimed at minimizing exposure to U.S. estate taxes
• Postmortem Planning Aimed at Avoiding Double Taxation in Connection with Shares of Private Corporations Owned on Death
• Planning Issues Regarding Corporate Owned Life Insurance
• Structuring Shareholder Buy / Sell Agreements

Real Estate & Tax Planning:

• Ownership structures Regarding Acquisition of Real Estate
• Minimizing or Deferring Tax on Real Estate Gains
• Maximizing Utilization of Tax Losses
• Structuring Joint Ventures or Syndication
• Capital Gain Versus Income Determinations
• Principal Residence Issues
• Nonresident Investment in Canadian Real Estate
• Canadian Investment in Foreign Real Estate
• Creditor Proofing Real Estate Holdings

US & Canada Cross-­Border Tax Preparation, Planning and Compliance:

• General US and Canada Cross­border Tax Planning
• Relocation and Immigration Planning to Canada from the US or Vice Versa
• Income Tax and Stock Options planning for US Citizens Residing in Canada
• Client Representation with both the US Internal Revenue Service (IRS) & Canada Revenue Agency (CRA)
• Assistance in Meeting Foreign Asset Reporting and Disclosure Requirements

Services for US Citizens and Green Card Holders:

• Assistance in Citizenship Renunciation, Expatriation Consulting and Compliance
• US Tax Planning for Ownership or Beneficial Interests of Non ­US Corporations, Trust and Partnerships
• US and Canada Cross-­border Estate Planning
• US Tax Planning in the Event of Marital Separation
• Certification Applications for the Disposition of Taxable Canadian Property by non-­Canadian Residents
• US Tax Planning for Ownership of Canadian Business Interests

US Tax Filing under the New Streamlined Filing Compliance Procedures:

• Introduced on September 1, 2012
• Catch Up Tax Returns Package for Delinquent US Citizens and Green Card Holders
• Eligible for Non-resident US Taxpayers with Low Compliance Risk
• IRS will not Assert Penalties

US Tax Filing under the Offshore Voluntary Disclosure Initiative (OVDI):

• Catch Up Tax Returns Package for Delinquent US Citizens and Green Card Holders
• Liaise Between the Internal Revenue Service and the Taxpayers on the Submission Under the OVDI

Services for Canadian Citizens, Residents and Other Non ­US Residents:

• US Tax Advice on the Various Ownership Structures in US Real Estate Investment
• US Tax Planning for “Snowbirds” or Future “Snowbirds”

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Hours

M: 10AM-4PM
T: 10AM-4PM
W: 10AM-4PM
T: 10AM-4PM
F: 10AM-4PM

Extended Hours for Tax Season, please call to schedule.

Please book an appointment for pickup or drop off tax documents or to see an advisor. Please call 416-628-7824 and press 2 or send email to info@torontotaxconsulting.com

Directions

Office Location
Toronto Tax Consulting is located on the 16th floor at 401 Bay Street (Simpson Tower) which is on the south east corner of Bay St. and Queen St, in the heart of downtown Toronto.

Parking
There is direct access to two parking areas - Bay Adelaide Centre and Toronto City Hall Parking.

TTC and Path
There is direct access from Queen Subway Station and the P-A-T-H. You can walk through the PATH from the Sheraton Hotel, Bay Adelaide Centre, The Bay and two parking areas.

From the west, we are also a short walk from Osgoode Subway Station on Queen.

Contact us

Mailing Address:
Toronto Tax Consulting
401 Bay Street
Suite 1600
Toronto, ON
M5H 2Y4

Tel: 416-628-7824
Fax: 866-528-1387
Email: info@torontotaxconsulting.com

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