- TAX -
At McCarney Group we have an experienced tax team that will help you with a broad range of services.
Tax
At McCarney Group we have an experienced tax team that can provide you with a broad range of services to cover your Canadian and U.S. tax needs
We provide both corporate and personal tax services.
Corporate Tax Services
Canadian Corporate Tax
- Preparation of corporate income tax and information returns, tax estimates and installments
- Advice on benefits of tax deferral and filing positions
- Preparation of amendment and objection filings with the Canada Revenue Agency
- Tax planning and structuring to minimize taxes
- Advice on tax implications of proposed transactions and reorganizations
- Succession planning for owner-managed businesses
U.S. and Cross Border Corporate Tax
- Preparation of U.S. federal and state corporate and partnership tax returns
- Tax planning and structuring at the Federal and State levels
- Cross-border tax services for Canadian companies operating in the U.S., including:
- tax structuring and U.S. nexus studies
- planning for repatriation of profits
- Preparation of amendment and objection filings with the Internal Revenue Service
- Preparation of U.S. withholding forms including sales of U.S. real estate and withholding tax issues
- Foreign and cross border reporting
- Cross-border tax services for Non-Canadian companies doing business in Canada
- Expatriate tax advice for employers and their employees moving to or from Canada permanently or temporarily
- Permanent establishment and nexus studies
- U.S. acquisition planning and due diligence
- Estate tax planning
Commodity Tax (GST/HST)
- Preparation of information tax returns
- Advice with respect to specific transactions and reorganizations
- Preparation of amendment and objection filings with the Canada Revenue Agency
Personal Tax Services
Canadian Personal Tax
- Personal, trust and partnership income tax and information returns
- Personal tax planning
- Owner-manager tax planning
- Retirement planning
- Preparation of amendment and objection filings with the Canada Revenue Agency
- Repatriation of earnings
U.S. and Cross Border Personal Tax
- Personal tax return preparation, including all required state returns for U.S. citizens living in Canada and Canadian citizens earning U.S. source income
- Personal tax planning and advisory services
- Preparation of voluntary disclosure Streamlined filings (for U.S. citizens who have never filed U.S. tax returns previously)
- U.S. citizenship renunciation planning
- Estate planning
- Personal tax planning for individuals moving to / returning from the U.S.
- Planning & compliance with respect to Canadians owning property in the U.S.
- Repatriation of earnings
Trust and Estate Tax
- Income tax planning for estates and individuals with trusts
- Planning for use of trusts for income splitting
- Structuring estate freezes
- Post-mortem planning to reduce tax on death
U.S. and Cross-border Tax Services
- The U.S. tax team at MG deals with U.S. tax planning and compliance for Canadian companies doing business in the US.
U.S. Planning
- Tax structuring of U.S. expansion
- Repatriation of earnings
- Permanent establishment and nexus studies
- US acquisition planning and due diligence
- Estate tax planning
U.S. Compliance
- Preparation of US federal and state tax returns (corporate and partnership)
- Preparation of US Individual federal and state returns for Americans and Canadians
- Preparation of US withholding forms including sales of US real estate and withholding tax issues
- Foreign and cross-border reporting
Get in Touch
At McCarney Group we are always available to assist you.
If you have a question or would like to schedule a call or a meeting with one of our partners please contact us.