Custom Tax Advisory & Cross-Border Planning

Custom Advisory – Strategic Consulting

Tailored Tax Advisory for Complex Structures & International Clients

When your financial situation goes beyond the standard, you need a custom solution. Our Custom Advisory Package is built for family offices, international businesses, and clients with complex tax needs.

We offer

Personalized tax strategy development

Succession and estate planning

Trust and holding company structuring

International tax compliance and reporting

Cross-border planning for U.S. and global entities

On-demand consulting hours with senior CPAs

Our team has decades of experience in Canadian and international tax law, ensuring your structure is both compliant and optimized.

Custom Advisory – Strategic Consulting

Tailored Tax Advisory for Complex Structures & International Clients

We offer

Personalized tax strategy development

Succession and estate planning

Trust and holding company structuring

International tax compliance and reporting

Cross-border planning for U.S. and global entities

On-demand consulting hours with senior CPAs

Services

Accounting

Services

Financial Advisory

Business Advisory

Quick Links

Contact Us

Assurance

Advisory

Taxation

Quick Links

Contact Us

Our Location