TAX ADVISORY SERVICES IN MILTON, ONTARIO
Strategic Tax Solutions. Stronger Financial Future
We help individuals, business owners and investors reduce taxes, stay compliant and grow with confidence.
Canadian Tax Experts
15+ Years of Experience
Personalized Advice
Tax Planning Specialists
Proactive strategies that save you more
CRA Compliant
Up-to-date with Canadian tax legislation
Cross-Border Expertise
Canadian, U.S. & International tax solutions
Confidential & Secure
Your information is safe with us
Our Core Services
Beyond compliance. Built around your goals.
Corporate Tax Planning
Strategic corporate tax planning, compliance and advisory to help your business keep more of what it earns.
Cross-Border & U.S. Tax
Specialized in Canadian-U.S. tax for individuals and businesses with cross-border interests.
Real Estate Tax Planning
Minimize capital gains and preserve the Principal Residence Exemption with smart, proactive planning.
Estate & Succession Planning
Protect your wealth and ensure a smooth transfer to future generations.
Accounting & Cloud Services
Accurate books. Clear financials. Better decisions.
Tax Advisory & Compliance
Stay compliant while we identify planning opportunities all year round.
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.
Why Clients Choose IC Tax
Save More Tax
Proactive strategies that reduce your overall tax bill.
Stay Compliant
Always up-to-date with CRA rules and regulations.
Personalized Service
Solutions tailored to your goals, not one-size-fits-all.
Timely & Reliable
We meet deadlines and respond quickly when you need us.
Secure & Confidential
Your data is handled with the highest level of security.
Long-Term Advisor
We build lasting relationships that grow with you.
Who We Help
Business Owners
Small & medium-sized businesses across Milton and Canada.
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.
Startups & Entrepreneurs
Tax-smart structures to help you grow.
Frequently Asked Questions
How can tax planning help me save money?
Effective tax planning goes beyond preparing tax returns. We work with individuals and businesses to identify opportunities to legally reduce taxes, improve cash flow, maximize available deductions and credits, optimize business structures, and plan for future transactions before tax liabilities arise. Proactive planning can often result in significant long-term tax savings.
Do you work with U.S. clients?
Yes. We provide Canadian and cross-border tax advisory services for individuals and businesses with U.S. tax considerations. Whether you own U.S. real estate, operate a business across the border, have U.S. filing obligations, or are relocating between Canada and the United States, our team can help you navigate complex tax rules while minimizing double taxation.
Can you help with CRA audits or reassessments?
Absolutely. We assist clients throughout the CRA review, audit, objection, and reassessment process. Our team communicates directly with the CRA, prepares supporting documentation, responds to information requests, and represents your interests to help resolve disputes efficiently and professionally.
What makes IC Tax different?
IC Tax is more than a traditional accounting firm. We specialize in complex Canadian tax planning for individuals, business owners, corporations, and high-net-worth families. Our team combines over 15 years of experience with expertise in corporate tax, cross-border taxation, international tax, real estate tax planning, and succession planning to deliver practical, proactive advice tailored to your goals.
What types of businesses do you work with?
The required documents depend on the services you need. Generally, we may request previous tax returns, CRA Notices of Assessment, financial statements, bookkeeping records, payroll information, investment statements, real estate information, and incorporation documents. After your initial consultation, we will provide a customized checklist based on your situation.
Do you offer year-round tax advice?
Yes. Tax planning should not be limited to tax season. We provide year-round advisory services to help clients make informed decisions regarding business expansion, investments, corporate reorganizations, real estate transactions, succession planning, and changing tax legislation.
How do virtual meetings work?
We work with clients throughout Milton, Ontario, and across Canada using secure virtual consultations through Microsoft Teams or Zoom. Documents can be exchanged securely through our encrypted client portal, allowing you to receive expert tax advice without visiting our office.