Call: (289) 670-1158 | Email: info@ictax.ca

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Tax Services for
Bookkeepers &
Accounting Firms

Your trusted tax partner for your clients.

Your clients trust you with their bookkeeping and accounting. When they need tax expertise, IC Tax provides the specialized tax services they require—while respecting the relationship you have built with them.

 

You remain their trusted advisor.

We become your tax resource.

Partner with IC Tax

Comprehensive Tax Services for Your Clients

From annual compliance to sophisticated tax planning, we provide the expertise
your clients need at every stage of their business and personal life.

Corporate Income Tax Services

We handle the corporate tax compliance and planning your business clients need.

  • T2 Corporate Income Tax Returns
  • Tax instalment calculations
  • Corporate tax planning
  • Capital dividend account reviews
  • Salary & dividend planning
  • Tax loss & tax attribute analysis
  • Corporate reorganizations
  • CRA correspondence & tax matters
  • Cross-border corporate tax matters

    • Cross-Border & U.S. Tax

    We help your clients and their families with all aspects of personal tax compliance and planning.

  • T1 Personal Income Tax Returns
  • Personal tax planning
  • Owner-manager tax planning
  • Investment & rental income
  • Capital gains & losses
  • Foreign income & reporting
  • Non-resident & departure tax
  • Canada–U.S. personal tax matters

    • Tax Planning for Growing Clients

    Specialized tax planning to help your clients build, protect and transition their wealth.

  • Estate freezes
  • Section 85 rollovers
  • Corporate reorganizations
  • Holding company structures
  • Succession & estate planning
  • Capital gains exemption planning
  • Family business planning
  • Purchase & sale of businesses

    • Specialized Tax Expertise

    Complex tax matters require specialized expertise. We're here when you need us.

  • Canadian & U.S. cross-border tax
  • International tax & reporting
  • Corporate tax planning
  • Reorganizations & rollovers
  • CRA reviews, audits & objections
  • Tax due diligence
  • Other complex tax matters

    • Your Client Relationship Remains Yours

    We are your tax partner—Not your competitor.

    We understand the value of the relationships you have built with your clients. Our commitment is to support you and your clients by providing exceptional tax services while respecting your role as their trusted advisor.

    • We work collaboratively with you and your team.
    • We obtain information directly from you to minimize additional work for your clients.
    • We keep you informed and involved where appropriate.
    • Your client stays your client.

    How We Work With Bookkeepers & Accounting Firms

    1. You Refer or Introduce

    You introduce your client to IC Tax or forward the engagement to us.

    2. Information Exchange

    You provide the accounting records and information we need to get started.

    3. We Handle the Tax Work

    Our tax professionals prepare the returns, advise and plan as required.

    4. We Work Together

    We communicate with you and your client to ensure a smooth process.

    Let's Build a Strong Partnership

    • Whether you have one client who needs a tax return or many clients with complex tax needs, IC Tax is here to help. Let's work together to provide the best outcomes for your clients.
    Become a Referral Partner

    Why Bookkeepers & Accounting Firms Choose IC Tax

    • Experienced CPA tax professionals
    • Canadian & U.S. tax expertise
    • Comprehensive tax services from compliance to planning
    • We respect your client relationships
    • Responsive, reliable and easy to work with
    • Flexible engagement options
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