SB Partners

Tax Services

Tax Planning and MORE™

In today’s fast-moving, global economy, effective tax planning and advice is critical to giving your business a competitive edge. SB Partners’ dedicated tax group is ready to reduce your tax bill with their expertise. SB Tax Services covers the following:

  • Tax consulting and minimization
  • Canada Revenue Agency (CRA) audits and appeals
  • Scientific Research & Experimental Development tax credits
  • U.S. Tax Compliance
  • Estate & succession planning
  • Canada-U.S. cross border tax planning services
  • Tax planning for regulated professionals
  • Corporate reorganizations
  • Commodity tax planning (GST, HST, PST, QST)

Seeking Professional Tax Advice

Examples of situations where you should seek professional tax advice include:

  • You are buying a business or real estate
  • You plan to sell a significant asset and/or divest yourself of an operating unit
  • Your business is facing international expansion
  • You are considering an “exit strategy” from your business
  • You want to plan for your retirement and the distribution of wealth to your estate including preparing or updating your will
  • You or your business are considering emigrating from or immigrating to Canada
  • You are faced with new government tax legislation or regulatory changes
  • You have not recently received tax minimization options

Tax Consulting and Minimization

SB Tax Services proactively advises businesses, large and small, on ways to manage their federal and provincial income and capital taxes. We scrutinize your existing and future personal and business objectives and deliver innovative ways to manage your tax exposure wherever you do business: Canada, the U.S. or elsewhere.

Scientific Research & Experimental Development

Many business owners do not realize that they are eligible to claim scientific research and experimental development tax credits.  In a short period of time, we can determine whether or not there is a possibility of a claim.  The rewards can be substantial and there is no cost for the evaluation.

Estate and Succession Planning

Managing taxes that arise on death in order to leave as much as possible to heirs is a key service provided by SB Tax Services. We review your will and assets to determine potential tax liabilities and probate fees at death. As well, we ensure your estate plan meets personal objectives and strive to minimize capital gains and probate fees to maximize the value of your estate.

Working with our succession planning group, our team also helps business owners find tax-beneficial ways to bring their children into the business. If there are no children involved, we help clients determine a tax-efficient exit strategy and maximize the after-tax proceeds on sale of the business.

Managing CRA Audits and Appeals

Let’s face it, a Canada Revenue Agency (CRA) audit can be a very emotional event. Let SB Tax Services manage the process from start to finish – eliminating the fear and intimidation that often accompanies a CRA audit.

The result: you can focus on your business while we handle what is often a very disruptive process.  We have a great track record of positive results at both the audit and appeal stages.

U.S. Tax Compliance / Cross Border Tax Planning Services

The tax regime in the U.S. is becoming even more complex and is aggressively targeting foreign entities.  It is more important than ever before that you take measures to assess your exposure, and where warranted, file appropriate returns.  It is equally important to ensure that you adequately plan and structure your cross border activities to meet requirements as well as to minimize tax.  Before you make any decisions about your cross border activities, let us help you navigate the complexities.

Corporate Reorganizations

Businesses consider corporate reorganizations for various reasons. It may be to creditor-proof the business, ease estate planning, restructure to accommodate changing conditions or simplify corporate structure. SB Tax Services works with clients from start to finish, advising on how the corporate reorganization impacts on your day-to-day business.

Contact

John Dow, HBA, CA
Tax Partner
905-633-6335
jdow@sbpartners.ca

Richard Rizzo, CA
Senior Tax Manager
905-633-6332
rrizzo@sbpartners.ca

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What our Clients Say

Michael Andlauer, Chairman, Andlauer Management Group

“Our evolution to a national transportation and logistics group has provided many challenges. Over the last 10 years, the SB Partners team has contributed to our success by offering creative financial and business advice along the way.”