With the increased complexity in Canadian tax laws, it is becoming more and more important to seek the professional services of a qualified accountant to assist in planning for and complying with personal and business tax requirements. At Logan Katz, we have a designated team ready to help with tax services. Our professionals are up-to-date on developments in tax law, so you can be sure all possible tax provisions are factored into whatever we provide to you.
If you are like most taxpayers, you want to file your annual tax return properly to avoid the hassles of dealing with the Canada Revenue Agency (CRA). However, if you have fallen behind on your tax filings, you might be worried about how best to get on track with your tax obligations and how to deal with the CRA. In either case, you probably also want to ensure you are benefiting from all mechanisms that can legitimately reduce what you owe in taxes.
Over and above the standard personal tax realities, our team is ready to guide you on all other personal considerations, among them:
- optimum pension income splitting
- real estate investments
- deceased taxpayers
- matters concerning disabilities
- cross-border tax transactions, particularly with the United States (outlined in more detail below).
United States tax
Are you a US citizen? Are you a Canadian conducting business in the US, or moving to or returning from the US? Do you own real estate in the US, or are you a ‘snowbird’?
If your answer is ‘yes’ to any of these situations, you have US tax filing obligations.
Logan Katz’s tax team is well versed in the preparation of Canadian and US tax returns. Contact us any time to find out how we can help.
Corporate Income Tax
As a business owner/manager, you have the same concerns about your corporate tax return as your personal tax return. You want your annual corporate tax return prepared accurately and on time. You likewise want to be certain you are benefiting from all the tax mechanisms that can legitimately save you and your company tax.
At Logan Katz, we have a designated team of accountants ready to work with you to prepare your tax return and develop a tax plan that strategically takes into account all pertinent details about you and your company.
Our main area of expertise is with small- to medium-sized, owner- and family-managed businesses. However, we also serve several larger, more complex corporations. Our tax services are comprehensive and cover a wide range of issues, including:
- claims for Scientific Research and Experimental Development (SRED) tax credits
- cross-border issues
- apprentice tax credits
- Québec tax returns.
Though we serve clients involved in a wide spectrum of industries, we have particular expertise with the following:
- high-tech firms
- professional corporations (e. medical, dental, legal)
- real estate.
How we work
As a small business owner/manager, you need personalized tax services from people who think beyond year-end obligations and take time to get to know you. If you require additional assistance with CRA audits, requests for information, or if you need advice at any time in the year, we will be there for you.
In the ever-changing business world, you regularly face issues and questions you need to run by a professional. Why not start with us?