Tax Planning and Consulting Services

An effective tax planning and minimization strategy is essential for business success. Bateman MacKay LLP excels at crafting proactive tax strategies tailored to each client’s needs. Our tax consulting services help businesses navigate complex tax regulations and achieve optimal outcomes.

With an experienced team of CPAs, we stay up to date on evolving tax laws to provide timely advice on both personal and corporate tax matters. From ensuring compliance and structuring transactions to exploring cross-border tax opportunities, our proactive approach delivers customized solutions that minimize tax liabilities and drive long-term growth and profitability.

Tax Compliance Services

Our compliance team handles all essential tax filings, from corporate, partnership, and trust income tax returns to related obligations like WSIB, EHT, and HST submissions. We liaise with federal and provincial tax authorities to ensure timely, accurate filings, helping your business avoid penalties while maximizing tax efficiency and refunds where applicable.

Tax Planning Services

Bateman MacKay LLP’s tax planning services help businesses and individuals minimize tax liabilities and achieve their financial goals, focusing on strategies like estate and succession planning to preserve wealth for future generations. Our team delivers proactive, customized plans that optimize tax outcomes and support your long-term financial security.

The Bateman MacKay ADVANTAGE

Meet the Team About Us

200+

Audits Completed

47

Industry Experts

100%

In-House Capabilities

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Corporate Tax Planning

Through corporate tax planning, we help businesses across the Greater Toronto Area achieve long term profitability and exceed their growth goals.

Tax liabilities can become complicated. Corporate tax planning helps reduce tax liability through the development and implementation of short- and long-term tax strategies.

Bateman MacKay is a full-service mid-market Chartered Public Accounting firm that provides clients with pro-active “Business advice for tomorrow”.

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Tax Planning for Better Business Results

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Every business is different. Bateman MacKay assesses corporate needs to develop custom tax plans that are suited to organizations.

  • Tax-efficient corporate structuring and reorganizations
  • Estate and succession planning (ensuring smooth ownership transitions)
  • International and cross-border tax planning for Canadian companies and non-residents
  • Mergers & acquisitions (tax-efficient deal structuring)
  • Wealth preservation planning (protecting wealth while minimizing taxes)
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Our Corporate Tax Services

Bateman MacKay offers a full range of integrated corporate tax services, each tailored to your business’s needs. From planning and compliance to specialized consulting, our experts provide comprehensive support in all areas of corporate taxation. (Below are key ways we can help:

Tax Planning, Compliance & Consulting Services

We facilitate optimal tax compliance to ensure the completion of all forms and returns required by each level of government, including:

  • Tax return preparation and filing (including corporate income tax T2 returns)
  • Tax consulting and advisory services
  • Personal (T1) tax return preparation for business owners and professionals
  • Trust return (T3) preparation and filing
  • Corporation tax installment remittance management
  • Salary vs. dividend compensation analysis and recommendations

Tax Planning for Regulated Professionals

We take care of accounting and tax needs for professional services, providing the following:

  • Review of your practice’s structure to ensure optimal tax efficiency.
  • Unbiased advice on integrated financial plans.
  • Comprehensive consulting, compliance and tax planning services tailored to professional practices.

Bateman MacKay Corporate Tax Accountants

With over 35 years of serving the Greater Toronto Area as well as internationally, we have assembled a team dedicated to positioning clients for success. Our tax accountants’ proactive approach means your business will always be equipped with the most up-to-date advice from partners who are accessible to clients.

Tax Consulting and Minimization Strategies

Effective tax minimization strategies are a crucial part of client business plans. Whether for domestic or international needs, we stay on the leading edge of tax law to provide clients with up-to-date advice. Our tax service team creates and executes customized tax solutions that meet these specific needs.

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