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Tax

Canadian US Tax Accountant

man on laptop

Our tax services provide comprehensive tax planning and preparation services for individuals and businesses. 

 

JDM helps:

Canadian Clients:

  • Compilation engagements

  • Annual Financial Statements signed by a CPA

  • T1 individual tax return filing

  • T2 corporate tax return filing

  • GST/HST and PST filings

  • Tax planning

  • CRA representation

  • Tax efficient corporate reorganizations

  • Succession strategies 

  • Retirement tax planning strategies

  • Trust and estate tax

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tax form

USA Clients:

  • Income tax planning

  • Income tax preparation

  • Choice of entity and business structure planning

  • Tax minimization and credit strategies

  • Business purchase, sale or merger

  • Sale or purchase of real property

  • Property exchanges

  • Lease/Buy analysis

  • Tangible property regulations

  • Financing alternatives

  • Multi-state issues

  • International issues

  • Consolidated returns

  • Tax credits (R&D, work opportunity, earned income, foreign, etc.)

  • Succession planning

  • Bonuses and other compensation planning

  • Payroll, property and sales tax issues

  • IRS and FTB audit representation

  • Charitable alternatives

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