Kevin Porter
Corporate tax expert, Estate planning Specializes in US taxation, tax practice, bookkeeping
Your tax expert for all needs
We are equipped with a highly qualified team of accountants and advisors, offering consulting, accounting and tax services to individuals and corporations of all sizes. We pride ourselves on building strong client relationships.
U.S. & Cross-Border Taxes
We can help you navigate the complexities of filing your personal U.S. returns and meet the reporting requirements for your foreign investments.
Corporate Tax & Accounting
Whether you have a start-up or an established business, we can help with your unique accounting and tax needs.
Personal, Estate & Trust Taxes
From personal tax returns to complex estates and trusts, we support you in successful tax planning, preparation and filing.
About Us
Chartered professional accountant, corporate tax expert, estate planning. Specializes in US taxation, tax practice, bookkeeping (sets up an automated bookkeeping system for clients) We have a record of building enduring client relationships through personalized service and quality work. How established is your business: In year 4 about to go into year 5, however relatively new to Victoria Kevin has 20 years of experience in the field
We are a mid-sized firm, located in downtown Victoria and recognized for our expertise in estates and trusts, corporate tax and accounting and U.S. personal tax. The founding members of our team received their training from international firms, giving us the unique ability to combine the benefits of big firm experience with small firm service. Our team is committed to excellence, built upon years of advanced training and technical experience.
Our Services
Corporate Accounting Services
- Notice to Reader financial statement preparation
- Review Engagement financial statement preparation
U.S. & Cross-Border Taxes
- Preparation of U.S. personal tax returns
- Non-residents owning Canadian real estate
- Canadian residents investing in the U.S. real estate
- Estate planning for U.S. citizens living in Canada
- Tax planning for expatriation from the U.S.
- Non-residents investing or working in Canada
- Planning for emigration from Canada
Personal Tax Services
- Personal income tax return preparation
- Foreign income information returns
- Preparation of special returns for non-residents – sale of the property, rental income, etc.
- Voluntary disclosures
Corporate Tax Services
- Corporate tax return preparation
- Tax-efficient structuring
- Corporate re-organizations, amalgamations, and wind-ups
- Minimizing taxes for companies and their shareholders
- Scientific Research and Experimental Development
Corporate & Business Advisory
- Risk management and asset protection strategies
- Advising on the structuring of Shareholder Agreements
- Advising on buy/sell transactions
- Succession planning
Estates & Trusts
- Preparation of estate and trust tax returns
- Tax planning advice including implementation and structuring of trusts
- Advising, reviewing and updating wills
Our Client Checklist
Canadian 2019 Checklist
U.S. 1040 Checklist 2019
U.S. FBAR Spreadsheet
Canadian Date of Death Checklist
U.S. 1040NR Checklist
Years experience
Happy clients
Complete projects
Cups of coffee
Contact Kevin Porter
Phone Number
Open EveryDay
8AM – 5PM