Tax Planning and Consulting

A sound tax minimization strategy is essential for business success, and Bateman MacKay LLP excels at crafting strategies tailored to each client’s unique needs. Our tax consulting and planning services are designed to help businesses navigate the complexities of tax regulations and achieve optimal outcomes.

Our team of experienced tax professionals stays up-to-date on evolving tax laws, ensuring that clients benefit from strategic, timely advice across personal and corporate tax matters. Whether addressing compliance, structuring transactions, or exploring cross-border opportunities, Bateman MacKay provides proactive, customized solutions that minimize tax liabilities and support long-term growth and profitability.

Tax Compliance Services

Our compliance services cover all essential tax filings & tax forms, including corporate, partnership, and trust income tax returns, as well as related schedules like WSIB, EHT, and HST. We liaise with federal and provincial authorities, focusing on tax compliance and optimizing tax outcomes.

Tax Planning Services

Bateman MacKay LLP’s tax planning services help businesses and individuals minimize liabilities and achieve financial goals, focusing on areas like estate and succession planning to ensure value preservation for future generations. Our team provides proactive, customized strategies that optimize tax outcomes and support long-term financial security.

The Bateman MacKay ADVANTAGE

Meet the Team About Us

200+

Audits Completed

47

Industry Experts

100%

In-House Capabilities

Corporate Tax Planning

Through corporate tax planning, we help businesses across the Greater Toronto Area achieve long term profitability and exceed their growth goals.

Tax liabilities can become complicated. Corporate tax planning helps reduce tax liability through the development and implementation of short- and long-term tax strategies.

Bateman MacKay is a full-service mid-market Chartered Public Accounting firm that provides clients with pro-active “Business advice for tomorrow”.

Tax Planning for Better Business Results

Every business is different. Bateman MacKay assesses corporate needs to develop custom tax plans that are suited to organizations.

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

Our Corporate Tax Services

Bateman MacKay offers a full range of integrated services tailored to every business need.

Here is where we can help.

Tax Planning, Compliance Filing and Consulting

We facilitate optimal tax compliance to ensure the completion of all forms and returns required by each level of government, including:

  • Tax planning filing including tax returns like corporate income tax returns (T2), Preparation and Filing
  • Tax Consulting
  • Professional Tax Returns
  • Trust Returns (T3)
  • Corporation Tax Installment Remittance
  • Salary vs Dividend Analysis and Recommendation

Tax Planning for Regulated Professionals

We take care of accounting and tax needs for professional services, providing the following:

  • Review of the structure of practice
  • Unbiased advice on integrated financial plans
  • Consulting, compliance and tax planning services

Bateman MacKay Corporate Tax Accountants

With over 35 years of serving the Greater Toronto Area as well as internationally, we have assembled a team dedicated to positioning clients for success. Our tax accountants’ proactive approach means your business will always be equipped with the most up-to-date advice from partners who are accessible to clients.

Tax Consulting and Minimization Strategies

Effective tax minimization strategies are a crucial part of client business plans. Whether for domestic or international needs, we stay on the leading edge of tax law to provide clients with up-to-date advice. Our tax service team creates and executes customized tax solutions that meet these specific needs.

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