Contact

Tax & Advisory Services

What we offer —
and how we do it.

Specialized tax architecture and compliance for entrepreneurs, professionals, and family businesses — delivered directly by a Tax Advisory Principal.

Start the conversation
01

Personal Tax

Your financial life, filed with precision.

What it is

Personal Tax (T1) filing is the annual process of reporting your income, deductions, and credits to the CRA. For most Canadians it's straightforward — but for entrepreneurs, professionals, investors, and individuals with cross-entity complexity, it becomes a strategic exercise that directly affects how much you keep. We prepare T1 returns for individuals, families, and couples, including returns involving self-employment income, rental properties, capital gains, foreign holdings, and employment expenses.

Why it matters

Your personal return doesn't exist in isolation. If you own a corporation, hold investments, or have a spouse with income, every filing decision has downstream consequences — on your RRSP room, on OAS clawbacks, on income-splitting opportunities, and on your lifetime capital gains exemption. A return filed without strategy is a missed opportunity. We treat your T1 as the capstone of your annual tax plan, not a compliance afterthought.

What this looks like
  • An incorporated consultant whose T1 must coordinate with their corp's dividend or salary mix
  • A couple with rental income optimizing spousal allocations and CCA deductions
  • A professional who received stock options or RSUs and needs to time their recognition carefully
  • An individual who sold a rental property and needs to report recapture and capital gains correctly
  • A professional with employer stock options navigating the timing of exercise and disposition to minimise the tax hit
Why us

We work with a limited client base by design. Your return is cross-referenced against your corporate filings, investment accounts, and prior year positions — not processed in isolation. Every position is considered in the context of your full financial picture, which means opportunities that a narrower review would miss are caught as a matter of course. We also flag upcoming issues proactively — RRSP deadlines, installment requirements, CRA My Account gaps — before they become problems.

Discuss Personal Tax →
02

Corporate Tax

Compliance built on strategy, not just deadlines.

What it is

T2 compliance for an owner-managed corporation involves far more than filing a return. It means coordinating salary and dividend decisions, managing refundable tax pools, tracking ACB and inter-corporate positions, and ensuring every election is made correctly and on time. We prepare T2 returns for CCPCs, professional corporations, holding companies, and family trusts — and we treat each filing as part of a multi-year tax position, not a standalone annual exercise.

Why it matters

A corporation is the most powerful tax-planning vehicle available to Canadian entrepreneurs — but only if it's filed correctly and managed strategically year over year. The difference between a T2 that's merely compliant and one that's optimized can be tens of thousands of dollars annually. Errors in corporate filings — missed elections, incorrect ACB tracking, improper intercorporate dividend treatment — can create CRA exposure and require costly corrections. Getting it right the first time is non-negotiable.

What this looks like
  • An owner-managed CCPC filing its T2 and coordinating salary vs. dividend decisions with its principal
  • A holding company receiving dividends from an operating company and managing refundable taxes (RDTOH, GRIP)
  • A professional corporation for a physician, lawyer, or consultant with multiple shareholders
  • A company with prior-year losses that need to be carried forward or back strategically
  • A trust filing a T3 for a family trust with multiple beneficiaries and income allocations
Why us

We don't prepare your T2 in a vacuum. Every corporate filing is reviewed alongside the owner's personal return to ensure the overall tax position is optimized — not just the corporate one in isolation. We track your RDTOH pools, CDA balance, and GRIP balance year over year so you always know where you stand for future planning. We remain available throughout the year — not just at filing time — so that strategic decisions get the tax input they need before they're made, not after.

Discuss Corporate Tax →
03

Strategic Tax Consulting

Complex situations handled with the precision they demand.

What it is

Strategic Tax Consulting covers the high-complexity, high-stakes work that goes well beyond annual compliance: corporate reorganizations, estate freezes, succession planning, M&A transactions, CRA audit defense, and cross-border matters. These engagements are bespoke by nature — scoped and priced based on the specific facts of your situation, often involving multi-entity structures, significant capital, and elections that cannot be undone. The margin for error is effectively zero.

Why it matters

The difference between a well-planned corporate reorganization and a poorly structured one can be measured in hundreds of thousands of dollars of unnecessary tax — or worse, a transaction that the CRA reassesses years later. Estate freezes lock in values and transfer future growth to the next generation, but only if executed correctly at the right time. CRA audits and objections require someone who understands not just the technical rules, but how to communicate effectively with CRA and protect your position. These situations require someone who has done this work before, understands the CRA's positions, and will be personally accountable for the outcome.

What this looks like
  • A business owner doing an estate freeze to transfer future growth to their children ahead of a sale
  • An entrepreneur restructuring their corporate group before bringing in an investment partner
  • A client receiving a CRA audit or reassessment notice who needs professional representation
  • A Canadian buying or selling a U.S. property, or a non-resident with Canadian income
  • A founder navigating the sale of a Qualified Small Business Corporation and maximizing their lifetime capital gains exemption
  • A family implementing a prescribed rate loan strategy to income-split investment returns
Why us

Complex engagements at this practice are handled personally — from initial scoping through execution and filing. There are no handoffs, no junior staff reviewing in the background, and no ambiguity about who is responsible for the outcome. Where a situation calls for additional expertise — cross-border tax lawyers, valuators, U.S. CPAs — we bring in trusted sub-specialists selectively and coordinate the full engagement. You get boutique focus with broad reach.

Discuss Strategic Tax Consulting →

Common Questions

Expert answers.
Clear guidance.

Everything you need to know about working with Lee Professional Corp.

Don't see your question?

Start a conversation
It starts with a 30-minute discovery call — no charge, no commitment. We use that time to understand your situation, identify the right service tier, and determine whether we are a good fit. If we move forward, we will send you a secure digital organizer to gather your information and relevant documents. From there, we handle everything and keep you informed at each step.
For ongoing clients, we prefer to work as your sole tax advisor. In our experience, arrangements where two professionals share a file tend to create ambiguity — about scope, about accountability, about who is responsible when something needs attention. Seeing the full picture is not just a preference; it is what allows us to do the work properly. If you are currently with another advisor and considering a change, that is a conversation worth having on the discovery call.
Our clients range from incorporated professionals and small business owners to entrepreneurs managing multi-entity corporate groups, real estate portfolios, and estate planning needs. What they have in common is complexity that warrants ongoing attention — and a preference for working directly with the person responsible for their files.
We work on a fixed-fee basis for all compliance engagements — T1 returns, T2 returns, and related filings. Before any work begins, you receive an engagement letter that states the fee clearly. There are no hourly surprises and no invoices that bear no relationship to what you were quoted. Consulting work, transactions, and reorganizations are scoped and agreed in advance. The fee for any engagement reflects the complexity involved and the time required to do the work properly — which is something we assess together on the discovery call.
Ongoing clients have direct access by email and phone throughout the year. We do not believe tax planning should happen once a year in April. If you are considering a major transaction, a new hire, or a change in your corporate structure, we want to be part of that conversation before it happens — not after.
Yes. Our client work is handled remotely through our secure client portal. We serve clients across Canada and can accommodate most situations without requiring in-person meetings.
Reach out before responding to the CRA directly. The right response depends heavily on the type of notice, and early professional involvement gives us the most options. We will review the correspondence, assess the risk, and handle all communications with the CRA on your behalf. Audit defense and CRA advocacy are a core part of our Strategic Tax Consulting offering.
Yes, and you are not alone. The CRA Voluntary Disclosure Program allows taxpayers to come forward proactively, often with reduced penalties. We have helped clients get years of unfiled returns in order and negotiate favourable outcomes with the CRA. The sooner you act, the better your options.
We handle the Canadian side of cross-border situations — departure returns, non-resident withholding, foreign income reporting, and treaty positions. For U.S.-specific filings such as 1040s and FBARs, we work with a trusted U.S. CPA partner and coordinate both sides of the engagement so nothing falls through the cracks.
Honestly, if your tax situation is straightforward — a T4 from an employer, some interest income, maybe a tuition credit — off-the-shelf software does the job well and we would encourage you to keep using it. Where it breaks down is when your life gets more complex: you incorporate, start investing, buy a rental property, bring in a business partner, or start thinking about what happens to your wealth when you are gone. At that point, software files what you tell it to — it does not tell you what you are missing. If you are not sure which side of that line you are on, we are happy to do a quick discovery call to find out together.

Take the next step

Ready to work together?

Book a no-obligation discovery call. We'll assess your situation and tell you exactly how we can help.

Book a discovery call