Tax Preparation and Planning

Tax preparation and planning are at the very core of what we do. The only mandate of our core team of specialists is to ensure the tax system works in your favour. We can help in several ways:

Preparation of personal tax returns — You worked hard for your money. We make sure you keep what is rightfully yours. And we will still be beside you should you need assistance with objections or appeals.

Preparation of corporate tax returns — From simple to complex—including property transfers, corporate reorganizations, capital dividend account elections, business sales and a myriad of other issues—we can take care of your corporate tax planning and preparation needs. We make sure your corporate return is complete and accurate and, more than anything else, we make sure you pay only as much tax as necessary.

We can also be of assistance if you need help with

  • trust and estate tax returns;
  • U.S. federal individual tax returns;
  • cross-border transactions;
  • corporate reorganizations;
  • GST/HST; and
  • Scientific Research & Experimental Development (SR&ED) tax credits.

As your trusted advisors, we strive to give you personalized service that is tailored to your specific needs. Whether it is helping you or your company maximize wealth and minimize taxes or helping your not-for-profit organization meet its statutory requirements and reach its own goals, we are always there for you.

Contact us today to enjoy the benefits of having tax professionals on your side.

Warren Trickey, B.COMM, CA, TEP | Trevor Smithers, B.COMM, CMA | Paul Spare, B.COMM, CA | Greg Kauffeldt, B.COMM, CA

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"In 2010, we hired McCay Duff to conduct an annual audit for our non-profit organization. Now, five years later, the team continues to impress with their knowledge, skills and advice. They make themselves available each year to meet and discuss each audit so I am fully satisfied and confident as to the information I am presenting to my members. I would highly recommend McCay Duff to any non-profit organization that wants good, honest advice and audits that are free of errors, complications or concerns." Anthony Tilley, President National Health Union