TAX ADVISORY & ACCOUNTING SERVICES ACROSS
Ontario, Canada
Professional Tax Advice. Wherever You Are.
Ontario-Wide Service
15+ Years of Experience
Personalized Advice
Proactive Tax Planning
Strategies that reduce taxes and improve cash flow.
CRA Compliant
Up-to-date with Canadian tax legislation.
Cross-Border Solutions
Canadian, U.S. & international tax expertise.
Secure & Confidential
Your information is safe with us.
Our Tax Advisory Services
Comprehensive tax and accounting solutions tailored to your personal and business goals.
Corporate Tax Planning
Reduce corporate taxes and improve profitability with smart planning.
Cross-Border & U.S. Tax
Expert guidance for individuals and businesses with U.S. tax obligations.
Real Estate Tax Planning
Minimize capital gains and preserve tax exemptions on your properties.
Estate & Succession Planning
Protect your wealth and ensure a smooth transfer to future generations.
Accounting & Cloud Services
Accurate books. Clear financials. Better decisions.
Personal Tax Planning
Personalized strategies to minimize tax and maximize savings.
Our Proven Process
01
Discovery
We understand your situation, goals and challenges.
02
Analysis
We analyze your tax position and identify opportunities.
03
Strategy
We design a customized tax strategy for you.
04
Implementation
We implement the plan and handle the details.
05
Ongoing Support
We review, adjust and help you continue to save.
Who We Help Across Ontario
Business Owners
Owner-managed corporations and entrepreneurs across Ontario.
Incorporated Professionals
Doctors, dentists, consultants and more.
Real Estate Investors
Rental properties, flips & development.
High-Net-Worth Individuals & Families
Wealth preservation and tax efficiency.
Non-Residents
Canadians abroad & foreign investors in Canada.
Growing Businesses
Strategic tax planning that supports long-term growth.
Frequently Asked Questions
Do you serve clients throughout Ontario?
Yes. IC Tax provides tax advisory and accounting services to individuals and businesses across Ontario, including Toronto, Ottawa, Mississauga, Vaughan, Markham, Richmond Hill, Milton, Burlington, Oakville, London, Kitchener-Waterloo, Hamilton, Kingston, Windsor, and surrounding communities. Through secure virtual meetings and cloud-based technology, we make it easy to receive professional tax advice wherever you’re located.
Do you work with U.S. clients?
Absolutely. We work with owner-managed corporations, professionals, and growing businesses to develop proactive tax strategies that reduce taxes while supporting long-term growth. Our services include corporate tax planning, owner-manager remuneration planning, corporate reorganizations, succession planning, holding company structures, and year-end tax planning.
Do you provide real estate tax planning across Ontario?
Yes. We advise homeowners, real estate investors, and developers throughout Ontario on complex real estate tax matters. Our services include Principal Residence Exemption planning, subsection 45(2) and 45(3) elections, rental property tax planning, capital gains planning, family trusts, estate planning, and succession strategies designed to preserve wealth and minimize future tax liabilities.
Do you work with U.S. tax matters?
Yes. We provide Canadian, U.S., and cross-border tax advisory services for individuals and businesses with international tax obligations. Whether you own U.S. real estate, operate a cross-border business, have foreign investments, or require Canadian and U.S. tax compliance, our experienced advisors can help you navigate complex tax legislation while minimizing double taxation.
Can we meet virtually?
Yes. Most of our client meetings are conducted securely through Microsoft Teams or Zoom. Documents are exchanged through our encrypted client portal, allowing us to provide professional tax advice to clients throughout Ontario without requiring an in-person visit.
Why should I choose IC Tax over a traditional accounting firm?
IC Tax is a specialized tax advisory firm focused on helping clients make informed tax decisions before transactions occur. While many accounting firms focus primarily on preparing tax returns, we provide proactive advice on corporate tax planning, cross-border taxation, international tax, real estate tax planning, estate and succession planning, and complex corporate reorganizations. Our objective is to help clients reduce taxes, preserve wealth, and achieve their long-term financial goals.
Can you help if I receive a CRA audit or reassessment?
Yes. We assist clients throughout the CRA review, audit, reassessment, and objection process. Our team communicates directly with the CRA, prepares supporting documentation, responds to information requests, and develops strategies to resolve tax disputes efficiently while protecting our clients’ interests.
Do you only prepare tax returns, or do you also provide tax planning?
Tax planning is the foundation of our practice. In addition to preparing personal and corporate tax returns, we provide year-round advisory services to help clients make informed decisions regarding business growth, real estate investments, succession planning, corporate reorganizations, and cross-border transactions. Our proactive approach helps clients reduce taxes before significant financial decisions are made.