Tax Services
We help navigate the complicated world of taxes and advise you on the best course of actionThe tax regime changes frequently, making tax planning a challenging exercise.
At Welch, we provide proactive advice and support so that high net-worth individuals, business owners, and their businesses can effectively manage their tax obligations. Planning assists with minimizing tax and ensuring that all compliance requirements are met on a timely basis.
Welch LLP has a highly knowledgeable tax team with expertise in strategic planning for all aspects of personal and corporate tax, including the following services:
Personal Tax Services
For over 100 years, Welch has been specializing in personal tax returns for business owners, high net worth individuals and individuals with complex returns such as:- US Personal Tax and other International Cross-Border Matters
- Partnerships, Trusts and Estate Tax
- Succession Planning and Intergenerational Transfers of Wealth
- Financial, Retirement, and Personal Wealth Planning
- Professionals
- Stock Option Activity
- Immigration/Emigration Tax Matters
As an owner of a private company and/or a high net worth individual, you can benefit from strategic tax and financial planning advice to help you meet your long-term goals.
Corporate Tax Services
- Tax compliance
- Business Incentives/ SR&ED Tax Credits
- Owner/Manager Remuneration Planning
- US Tax
Indirect Tax
- Sales and Use Taxes (GST/HST, QST and other provincial sales taxes)
- Payroll Taxes (CPP, EI, EHT, WSIB)
Non-Resident of Canada
- Tax Advice (emigration from and immigration to Canada)
- Cross-Border Services
- US Tax
Specialty Areas
- Estate and Succession Planning
- Purchase or Sale of a Business
- Cross-Border Issues
- Real Estate Transactions
- Not-For-Profit Organizations
Services Provided
- Strategic Planning
- Tax Return Preparation
- US Tax Return Preparation/ IRS Voluntary Disclosures
- Representation to Tax Authorities
- Audits & Appeals
- Estate Administration
