Tax Planning:

  • Personal returns
  • Estate and Trust planning
  • Capital Gain & Investments tax plans
  • International tax plans
  • Financing plans
  • Retirement planning
  • T3, T4 and T5 preparation
  • HST/GST/PST/QST returns
  • Worker’s Compensation Board compliance requirements

Estate Planning:

success is measured in terms of delivering the maximum financial assistance, and transfer of wealth, to their families. Canada’s income tax regime is designed around the principle that a tax on accumulated wealth is presumed when capital transitions from one generation to the next. While sometimes unavoidable, this tax can, nevertheless, be anticipated, and minimized, with careful planning throughout a professional’s career.

Integratecpa team monitors this issue as a matter of course, throughout our relationship with our clients. Estate planning and matters of succession are as complicated and varied as is each particular client situation. While it is difficult to claim that we have “seen it all”, we’ve certainly seen enough to be very useful and practical advisors to you in this complex area. We also would anticipate working closely with your legal counsel, so that the documentation eventually matches your intentions.

Canadian Non-Residence Tax Services:
  • Individual tax return preparation for non-residents with Canadian source income
  • Clearance Certificate applications and tax return preparation for sale of Canadian property by non-residents
  • Canadian tax compliance for non-resident individuals and corporations doing business in Canada
  • Tax filing requirements for departing residents and new residents of Canada

USA Tax Services:

U.S. Tax Services:
  • U.S. individual income tax return preparation for U.S. residents and citizens living outside the U.S.
  • Non-Resident Alien U.S. individual income tax return preparation
  • Streamlined Filing Procedure submission for non-compliant U.S. citizens and green-card holders
  • Renunciation of U.S. citizenship and the resulting U.S. tax compliance requirements
  • FIRPTA Withholding tax certificate applications
  • U.S. estate tax planning
  • U.S. tax return preparation for foreign and domestic corporations, partnerships, trusts and LLC’s
  • State tax return preparation for individuals and corporations
  • Tax compliance consulting and planning for inbound and outbound business
  • Tax planning for “Snowbirds”