Taxation demystified
When we refer to taxation, we’re talking about the taxes collected by the different levels of government on income or consumption, used to finance their activities.
However, everyone should be aware that there are ways to reduce the amounts owing by carefully planning transactions or actions that are to be carried out in the short, medium or long term.
Our firm puts its experience to work for you to minimize your tax burden as well as that of the businesses you will operate or start by implementing various strategies relating to the daily or sporadic, commercial or personal transactions that you will carry out, in addition to offering you the necessary support to meet your underlying compliance obligations.
Taxation services
Our firm specializes in the application of tax laws for Quebec SMEs and their managers, in multiple areas of liability, particularly in terms of:
- Negotiation, structuring and completion of the purchase or sale of businesses;
- Tax assistance for the establishment of agreements between shareholders;
- Business start-ups;
- Tax and estate planning;
- Drafting of trust deeds, complex wills and mandates in the event of incapacity in collaboration with our clients’ legal advisors;
- Investment in Canada;
- Asset protection;
- Large-scale real estate transaction;
- Wealth management;
- Tax shelters;
- Income trust;
- Business reorganization;
- Tax credits inherent to scientific research and experimental development.
In addition, we assist our clients with many other issues thanks to our network of suppliers and collaborators from various areas of expertise, namely:
- Taxes and consumption duties;
- Legal consequences of a completed or planned transaction;
- Business valuation;
- Certification of financial statements.
Profile — a team of specialists at your service
Patric Saint-Onge
CPA, LL.M. Tax., TEP
A chartered professional accountant with a Master’s degree in Taxation Law from the Université de Montréal and HEC, Patric St-Onge has worked as a tax specialist for more than twenty-five years. Over the course of his career, he has managed major files requiring him to apply complex tax concepts.
He has also given a variety of talks and interviews on numerous occasions, both for professionals in the industry and for the public at large, including:
- Speaker for the Ordre des comptables agréés du Québec
- Tax expert on TV and radio shows in collaboration with journalists covering the economy.
During his career, Mr. Saint-Onge has developed expert knowledge of Canadian taxation, particularly with regard to business owners and the tax issues they face: succession and purchase/sale of a business, divorce, death, post-mortem planning, asset protection and investment in Canada by non-residents.
Patric Saint-Onge has also developed specialist expertise in specific areas of the economy, such as real estate investments and active stock market investing.
Richard Joly
CPA, M. Tax.
A chartered accountant with a Master’s degree in Taxation from the Université de Sherbrooke, Richard Joly has worked in the field of taxation for more than 25 years. He has worked for some of the large “Big Four” accounting firms and for smaller firms outside Quebec’s main urban areas. He has also worked in the private sector for nearly 15 years.
Richard Joly has extensive income tax (tax accounting, tax returns, transfer pricing, SR&ED, non-resident taxes, etc.) and indirect tax experience.
His current job duties involve doing the necessary tax searches to meet clients’ needs and preparing tax planning memoranda and notices of objection in dispute cases.
Philippe Dubé
CPA auditor, M. Tax.
Holder of a master’s degree in taxation from the University of Sherbrooke and CPA auditor since 2017, he has been practicing in taxation since 2012. His professional background has allowed him to acquire solid experience, first in taxation with small and medium-sized entreprises, then in the audit of tax accounting for multinationals and financial institutions.
Today, he focuses on SMEs, specializing in the development of strategies aimed at maximizing the return on client equity. An expert in corporate reorganization, beyond an advanced understanding of the laws to which his clients are subject, he brings a unique perspective to anticipate risks and measure the financial performance of tax strategies.
Passionate, proactive and available, he constantly strives to exceed expectations, addressing the complex challenges his clients face and developing innovative solutions to optimize the performance of the services offered.
Jonathan Oligny
Tax Specialist Accountant
Jonathan Oligny has been a pillar of our team for nearly 10 years. With a D.E.C. in accounting from Cégep de Lanaudière and having completed multiple tax training courses, he constantly seeks to deepen his knowledge. His competitive nature, unwavering motivation, and consistency make him a determined professional, always ready to take on new challenges.
Within our firm, Jonathan works closely with other team members to prepare financial statements for tax purposes, income tax returns for individuals and corporations, tax reports, and various other information returns for our clients. His thoroughness and commitment to quality work are invaluable assets in ensuring high-quality service.
Discipline and passion merge both at the firm and outside working hours as, at dawn every morning, the father of a young boy, a Canadian road cycling champion, mounts his bike for a daily training session.
Contact us for more information
Montreal
1210, rue Jeanne-Mance
Montreal, QC
H2X 1M1
South Shore
75, rue Saint-Jean-Baptiste
Beloeil, QC
J3G 2V2
807, rue Demers
Chambly, QC
J3L 1E4
Tel. : 514-287-2721
Fax : 514-287-1862
For more information,
Please fill our this short form, and we will contact you shortly.
For more information,
Please fill our this short form, and we will contact you shortly.
Montreal
1210, rue Jeanne-Mance
Montreal, QC
H2X 1M1
South Shore
75, rue Saint-Jean-Baptiste
Beloeil, QC
J3G 2V2
807, rue Demers
Chambly, QC
J3L 1E4
Tel. : 514-287-2721
Fax : 514-287-1862