Tax Services

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For over 40 years, Bateman MacKay LLP has been the leading firm in value added accounting, tax and other advisory services for entrepreneurial clients. Bateman MacKay partners with clients at each stage of their business development: from inception to development, growth and maturity phase. Let Bateman MacKay provide guidance, advice and mentorship to grow, protect and preserve your business.

Our Tax Services Team creates and executes customized tax solutions that meet the specific needs of each client. Contact us to book a virtual appointment for corporate tax advisory and preparation.

Tax optimization strategies include:

  • Corporate structuring & reorganizations
  • Estate and succession planning
  • International and cross border tax issues for Canadian companies and non-residents of Canada
  • Mergers & acquisitions
  • Wealth preservation planning

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.

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, Bateman MacKay offers U.S. tax planning and compliance services.

Our tax professionals can assist with navigating the processes, rules and regulations of doing business in the U.S. 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
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