Services

Tax Services

Frequent changes to the tax system complicate tax planning. In this complex universe, Welch helps you find your way around and advises you on the best avenues.

We help navigate the complicated world of taxes and advise you on the best course of action. Welch provides proactive advice and support so that high-net-worth individuals, business owners and their businesses can effectively manage their tax obligations. Planning ahead helps you minimize tax and ensures 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:

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:

For more than 100 years, Welch has specialized in personal tax returns for business owners, high-net-worth individuals and individuals with complex returns. Our work includes:

  • US personal tax and other international cross-border matters
  • US Canada Tax Preparation
  • Dual Citizenship Taxes in Canada and the USA
  • 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
  • Sales and use taxes (GST/HST, QST and other provincial sales taxes)
  • Payroll taxes (CPP, EI, EHT, WSIB)
  • Estate and succession planning
  • Purchase or sale of a business
  • Cross-border issues
  • Canadian businesses looking to do business in the USA and other foreign countries
  • Real estate transactions
  • Estate and Business Succession Planning
  • Not-for-profit organizations
  • Doing Business in Canada

US Tax Services

Canadian businesses operating in or selling to customers in the United States may be subject to income tax in the US or may need to collect and remit US state sales tax.

Free Canadian Tax Preparation Services for Medical Students & Residents

We know preparing your personal income tax return can take a lot of time. We can do it for you free of charge.

Team members

CPA,CA,TEP

Managing Partner

Ottawa

613-236-9191 #529

CPA,CA,CFP,TEP

Director of Tax Services, Partner

Ottawa

613-236-9191 #282

CPA,CA

Indirect Tax Specialist, Partner

Ottawa

613-236-9191 #207

Partner

Ottawa, Toronto

613-236-9191 #526

CPA,CA

Partner

Ottawa

613-236-9191 #149

Office Managing Partner

Belleville

613-966-2844 #3016

CPA,CA

Partner

Pembroke

613-735-1021 #111

Principal

Ottawa

613-236-9191 #143

JessicaZhang-Chapman

CPA,CGA,CIA

Senior Manager

Ottawa

613-236-9191 #223

Mike Bosse

CPA,CA

Independent Contractor, Tax Consulting

Ottawa

613-236-9191 #502

Tax Manager

Gatineau, Ottawa

613 236-9191 ext. 248

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