Fazzari + Partners LLP Taxation Services
Estate, Family Trust and Succession Planning
As the population ages, succession and estate planning have become increasingly important. Strategic tax planning integrated with business operations can minimize tax, split income, and qualify for multiple tax exemptions. Fazzari + Partners LLP adds value by understanding your organization’s current situation and future goals, and working with you to identify long-term strategic tax-saving and planning solutions.
Corporate Reorganizations and Creditor Proofing
Protecting business assets from potential creditors is crucial. Corporate reorganizations can achieve this while providing loss utilization strategies, income-splitting channels, and tax minimization opportunities.
Shareholder Agreements and Buyout/Acquisition Structures
Acquiring or selling a business involves complex challenges. Shareholders’ agreements are critical components of these transactions. Our tax team provides financial, business, and tax considerations for structuring these deals, accounting for ongoing changes in tax legislation.
Corporate, Personal, Trust, Charity and Indirect Tax Compliance
With decades of combined experience, our tax professionals prepare and file returns for corporations, individuals, not-for-profits, trusts, GST/HST, and charities. We assess planning opportunities, maintain ongoing compliance, and implement tax minimization and compensation strategies for you and your business.
Investment Tax Credits (SR&ED, Apprenticeship, etc.)
Maximize available tax credits with our help. Our tax team identifies the credits you qualify for and guides you through the application process.
Government Audits and Management of Disputes
Dealing with a government audit can be complex and stressful. We can manage the process on your behalf, filing objections when necessary to appeal government findings effectively.
Other Tax Services
In addition to the listed areas, clients rely on Fazzari + Partners LLP for all their tax matters, including payroll tax issues, U.S. and international tax questions. We also advise non-resident businesses to consider Canada as a destination for their goods and services.
List of Compliance and Planning Services
- Corporate and related tax compliance (Payroll, GST/HST, etc.)
- Personal tax return preparation
- Trust tax return preparation
- Corporate and personal tax planning
- Corporate reorganizations and creditor proofing
- Estate, family trust, and succession planning
- Shareholder agreements and buyout structures
- Tax credit assistance (SR&ED, apprenticeship, etc.)
- Representation to tax authorities and management of tax audits and disputes
- Research of special tax issues
- Not-for-profit and registered charities
- Wealth management
- U.S. individual and corporate tax return preparation
