Tax Consulting and Planning
An effective tax minimization strategy is a crucial part of our clients’ business plans.  Bateman MacKay serves as an expert resource for tax planning opportunities for businesses and individuals.  Whether domestic or international tax planning needs, we stay current on the leading edge of tax law to provide clients with expert tax advice to minimize their taxes. 

Tax Compliance Services
We provide optimal tax compliance ensuring the completion of all forms and returns required by each level of government.  This includes all personal, corporate, partnership and trust income tax filings and supported schedules, including WSIB, EHT and HST returns.  We also correspond and interact with all federal and provincial tax authorities.  Tax legislation changes affect all areas of financial reporting. Our tax services team is focused on creating the right strategy to optimize your tax results and ensuring compliance with ever changing tax laws and reporting standards allowing you to focus on your business.

U.S. Tax Planning and Compliance Services
Are you doing business in the U.S. or are you a U.S. citizen residing in Canada?  As part of our comprehensive tax services, we offer U.S. tax planning and compliance services.  Our tax professionals can assist your business with navigating the treacherous waters of doing business in the U.S. in a tax effective manner.  We will assess your business’s exposure to the U.S. tax regime and develop appropriate tax compliance and planning strategy. 
Our tax professionals are available to provide planning and compliance related to:
Corporate U.S. Federal and Local Tax
U.S. Resident and Non-resident Individual Tax Returns
U.S. Estate Tax

Scientific Research and Experimental Development (SR&ED) Tax Credit Recovery
The Scientific Research and Experimental Development program is a federal tax incentive program that encourages Canadian businesses to conduct research and development in Canada. The program provides businesses cash refunds and/or tax credits for their expenditures on eligible work done in Canada.
Privately held companies, as well as publicly listed companies engage us to assist them in the analysis and documentation of SR&ED. Our staff has an in-depth knowledge of the SR&ED program, its review process and requirements and we can assist you through the filing process quickly and effectively.  We have saved our clients in excess of $100 million through SR&ED tax credit recoveries!