Tax Services

Navigating the world of taxes doesn’t have to be stressful. With Finserve Advisory Inc., you have a partner who understands the complexities and nuances of tax laws in both the U.S. and Canada. Contact us today to learn more about how our Tax Services can benefit you or your business.

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 you’re 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

tax services