Tax Services

For over 30 years, Bateman MacKay LLP has provided its entrepreneurial clients with value added accounting, tax and other advisory services to assist them from their inception, through their growth phase, to becoming mature businesses.

Our Tax Team targets and executes customized tax solutions that meet the specific needs of our diverse breadth of clients: tax optimization strategies, corporate structuring & reorganizations, estate and succession planning, international and cross border tax issues facing Canadian companies and non-residents of Canada, mergers & acquisitions, other 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 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