Intake
A structured conversation, often two hours, to understand what is fixed and what is malleable.
// TXC · FILE · 01—T
Tax Consulting.
A standing line of advice for tax questions that arrive between filings — restructurings, residency, compensation, acquisitions, and the unforeseen.
// 02 / 08
// Principle
A return well prepared begins twelve months earlier, in a quiet conversation about the year ahead.
// TXC · House view
// 01 — Substance
What is included
What is included
in the file.
Tax consulting is the layer above preparation. It is what a thoughtful filing rests upon — the planning, the modelling, the careful reading of the Income Tax Act when the question is novel. We work with founders, executives, and family offices on the decisions that shape the numbers years before they are reported.
01 / TXC
Year-round planning
Quarterly reviews, instalment forecasting, and seasonal optimisation — no last-minute surprises in April.
02 / TXC
Compensation design
Salary versus dividend modelling, deferred plans, and shareholder-loan stewardship.
03 / TXC
Reorganisations
Section 85 rollovers, estate freezes, and amalgamations executed with paper-grade documentation.
04 / TXC
Residency & departure
Provincial tie-breakers, treaty residency, and exit-tax modelling for individuals on the move.
05 / TXC
Audits & reviews
Representation before CRA & Revenu Québec — written in measured prose, never in panic.
06 / TXC
Voluntary disclosures
Quiet, complete, and on terms that resolve rather than escalate.
// 02 — Method
Four movements
Four movements
in the work.
Each tax consulting engagement runs on the same four-part rhythm. The cadence is the discipline.
Position
A written memo of the facts, the available treatments, and the trade-offs we recommend.
Execute
Filings, elections, and supporting workpapers — drafted, reviewed, and lodged on calendar.
Steward
A standing review cadence so the position remains correct as facts shift around it.
Engagements written for —
Founders & owner-managers
Holding companies, professional corporations, and the compensation choices that follow.
Family offices
Trusts, intergenerational gifting, and the long arithmetic of legacy.
High-income individuals
Equity events, real-property dispositions, and the residency questions of mobile careers.
Asked & answered.
Is tax consulting separate from filing my return?
It is — though we frequently do both. Consulting is the conversation; preparation is the document that follows.
Do you advise on cross-border matters?
Yes, for Canada–US clients chiefly, and for Canadian residents with European or Caribbean exposures.
Will I work with the same person each year?
Yes. Continuity is a design choice — your file is read, not re-read, each season.
How do you charge for advisory work?
Hourly for episodic questions, fixed for defined engagements, and on retainer for clients with a steady cadence.
// Related disciplines
The full index
See also.
01
T·1
Personal Taxes
T1 returns prepared as the closing chapter of a year-long file.
Read brief
02
T·2
Corporate Taxes
T2 returns and the year-round filings that surround them.
Read brief
03
CFI
Corporate Financing
Lender-ready packages, projections, and diligence files for capital events.
Read brief
[ END_OF_TRANSMISSION ]
// 06 — Correspondence
A short conversation costs nothing.
Thirty unhurried minutes with a partner. We will listen carefully and tell you, quite plainly, whether we are the right people for the work in front of you.
hello@fiscallogictax.com
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