TAX SERVICES

CONFIDENCE FOR INSPIRED GROWTH.

ACCOUNTING ASSURANCE ADVISORY TAX

The tax environment in which businesses and organizations operate continues to evolve and to succeed,organizations require a tax strategy that can adapt and change. Properly formulated, a tax strategy can improvethe profitability of any organization, freeing up cash flow, and minimizing the organization’s tax liability.

It is important that organizations are accountable in reporting their tax obligations while ensuring that the truepotential of the business is realized as it grows.

Proper planning is required to achieve this balance and is a vital component of the organization’s continuity. Fromcorporate tax planning to assistance in complying with federal and provincial tax legislation, FCR offers a proactive,goal oriented approach to issues that affect our clients.

In today’s evolving commercial landscape, it is integralthat organizations are prepared with an organic taxstrategy—one that is built to adapt to the specificnature of an organization’s circumstances.

By keeping up to date with new tax laws and legislation,our professionals are able to identify key tax planningopportunities that minimize both current and futuretax obligations.

FCR’s innovative approach to solutions engineeringallows our team of tax experts to prepare personalizedtax strategies for each and every client—because everybusiness, family and individual faces unique challenges.

FOR STRATEGIES THAT REALIZECORPORATE & PERSONAL POTENTIAL

OUR TAX PLANNING APPROACH

Efficient Structure ofAcquisitions and Divestures

Strategically Plan Cash In andCash Out

Assess Corporate Structure

Identify New Tax PlanningOpportunities

Corporate Tax

Personal Tax

SR&EDCredits

Estate Tax

CommodityTax

TAX PLANNING AND STRATEGY FORMULATIONFOR STRATEGIES THAT MINIMIZE TAX LIABILITY WHILE REALIZING CORPORATE AND PERSONAL POTENTIAL

WWW.FCRCA.COM

TAX SERVICES

The impact of taxation on any owner managed business can becomean overwhelming burden. Yet, staying up to date on the tax laws andlegislation that influence your organization is a huge competitiveadvantage.Taxation will affect almost every business decision organizationsmake. Planning for expenditures, sales, divestures, and even thepurchase of resources can help reduce the overall tax burden,improving the profitability of the company.The tax professionals at FCR are adept to working with small andmid-market organizations in Northern Ontario. Together, our teamscan develop a tax strategy to align your corporate and financial goals.

TAX PLANNING WITH PURPOSE

THE STRENGTH OF DIVERSITYFreelandt Caldwell Reilly LLP, is home to a professionally diverse tax practice. This allows the firm to offer itsclients valuable tax planning resources, providing a value that comes only from providing boutique style serviceand expertise.

AVOID TAX LIABILITIES AND PENALTIES

Regardless of the stage of your organization’s maturity, understanding the complexity associated with taxes andcorporate tax compliance is an asset to any management team. It allows organizations to strategically planfinancial transactions while minimizing tax obligations.Typically, our clients benefit from tax advisory services as they pertain to:● Maintaining tax compliance in personal, commercial, HST/GST, and estate matters● Understanding the tax implications of all transactional activities● Minimizing tax liabilities in the purchase and sale of capital assets● Understanding the tax liabilities of selling products in markets out-of-province

VALUE ADDED TAX SERVICES

When it comes to tax obligations, simple and avoidable errors can cost the organization immensely. When taxexposures arise, and the organization is open to significant liabilities or penalties, the consequences may beirreversibly detrimental to the organizations operations. Our diverse portfolio of tax services assists ownermanaged organizations in remaining compliant in their reporting, ensuring uninterrupted day-to-day operations.●Holistic corporate tax planning● Tax minimization strategies● Assessments, reassessments and notices of objection●Assistance with payroll and remittance amounts●Assistance with RST remittance and recovery● Federal and provincial tax returns●Goods and services tax returns● Information returns● Real estate tax planning

●SR&ED consulting●Personal tax preparation and remittance●Trust returns●Estate tax planning●Retirement planning●Real estate tax planning● Inheritance● Tax minimization strategies● Income splitting and disposition strategies

● Cash flow planning● Commodity tax recovery solutions● Commodity tax advisory● Custom duties● Excise duties and taxes● Federal goods and services tax● Harmonized provincial sales tax● Provincial sales tax● Implications of complex contractual arrangements● US/Canadian transfer pricing

Tax Compliance Tax Minimization

Impact on DecisionMaking

Efficient CorporateStructures

Impact on Point ofSale

Jurisdiction ofSupply Chain

62 Frood Rd. - Suite 301Sudbury, ONP3C 4Z3

30 McCulloch DriveEspanola, ONP5E 1J1

1.855.363.3526

fcr@fcrca.comwww.fcrca.com