Tax Services
Tax Preparation
We offer meticulous tax preparation services for individuals, businesses, and non-profit organizations. Our team ensures accuracy and compliance with the latest tax laws, helping you avoid costly errors and penalties.
Tax Planning:
Strategic tax planning is crucial for minimizing liabilities and maximizing potential savings. We work with you throughout the year, not just at tax time, to develop effective strategies tailored to your specific financial situation.
Cross-Border Tax Services
Specializing in both U.S. and Canadian tax systems, we provide expert guidance for clients with cross-border tax concerns. Whether youβre a U.S. citizen living in Canada, a Canadian business expanding to the U.S., or have other cross-border considerations, we navigate the intricacies to ensure optimal tax outcomes.
Business Tax Services
For businesses of all sizes, we offer comprehensive tax services that include corporate tax return preparation, tax minimization strategies, and assistance with payroll taxes. We understand the nuances of business tax regulations and work diligently to keep your business compliant and efficient.
Estate and Trust Tax Planning
Navigating the complexities of estate and trust taxation requires specialized knowledge. We provide expert advice to help manage and protect your assets, ensuring your financial legacy is preserved and passed on according to your wishes.
IRS and CRA Representation
Dealing with the IRS (U.S. Internal Revenue Service) or CRA (Canada Revenue Agency) can be intimidating. Our experienced professionals represent you in all matters, from audits to appeals, providing the support and expertise needed to resolve issues efficiently.
Tax Advisory for Expatriates
For expatriates facing the challenges of tax obligations in multiple countries, we offer specialized advisory services. Our expertise in international tax laws ensures that your global income is reported accurately and tax-efficiently.
Our Approach
- Personalized Service: We believe in a client-focused approach, where every tax situation is unique. Our team takes the time to understand your specific needs and goals, providing personalized advice and strategies.
- Expertise and Knowledge: Our professionals are well-versed in the latest tax laws and regulations of both the U.S. and Canada. We continuously update our knowledge to ensure you receive the most current and effective tax advice.
- Commitment to Excellence: At Finserve Advisory Inc., excellence is not just a goal, but a standard. We are committed to delivering the highest quality of service, ensuring your tax affairs are handled with the utmost professionalism and attention to detail.
Canada Address
USA Address
Contact Info
Phone: (647) 834-6706
Email: askme@finserveadvisory.ca
Office Hours
Monday – Friday: 9:00 AM – 5:00 PM
Saturday: By Appointment Only
Sunday: Closed