Tax Planning and Advisory Services

We conduct a detailed review of our client’s tax position, identifying untapped opportunities and compliance risks, and recommending structured tax planning strategies that ultimately result in a reduction in their tax burden. 

We help our clients capture measurable tax savings and avoid unnecessary penalties and exposures by implementing practical tax planning strategies, strengthening tax governance, and ensuring accurate and timely tax reporting.

Where is your organization leaking value?

01

Tax Planning

“Effective tax planning can legally reduce corporate tax burdens by 10–20% through optimized structuring.” (OECD Tax Policy Studies, 2020
02

Profit Shifting

“Profit shifting by multinational companies reduces global corporate tax revenues by around $600 billion annually.” (IMF, 2022)
03

Tax Structuring

“Effective corporate tax rates vary by more than 10–15 percentage points across firms due to differences in tax planning and structuring.” (Oxford CBT, 2019)
04

Tax Incentives

“The Scientific Research and Experimental Development (SR&ED) program provides over $3 billion annually in tax incentives to Canadian businesses.” (Government of Canada, 2023)

The Signs Don’t Lie

If your organisation is facing any of the following, you are likely leaving money on the table:

  • High or increasing tax burden & penalties
  • Lack of structured tax planning
  • Uncertainty about tax compliance or exposure
  • Missed tax credits, incentives, or deductions
  • Rapid growth creating tax complexity
  • Cross-border or multi-entity tax challenges
  • Cash flow pressure linked to tax payments

Our Flagship Interventions

  • GST/HST compliance and reporting
  • Tax Optimization and Planning
  • Strategic Tax Advisory
  • Tax Governance and Risk Management
  • Tax compliance calendar design and management
  • Liaising with tax authorities (CRA)
tax form by Avanguard Bussiness Consulting

Tax Optimization

  • Salary vs dividend planning
  • Capital allowance and depreciation optimization
  • Identification and maximization of tax credits and incentives
  • Loss utilization and carryforward strategies
  • Cash tax optimization and timing strategies

Tax Risk Management

  • Tax governance framework design
  • Tax risk identification and mitigation
  • Tax control design and documentation
  • Tax compliance review and health checks
  • Preparation for audits and reassessments

Strategic Tax Advisory

  • Tax implications of major business decisions
  • Business structuring and restructuring
  • Investment and financing tax analysis
  • Cross-border tax considerations (where applicable)
  • Integration of tax into financial planning and forecasting

OUR UNIQUE DELIVERY FORMAT

01

ASSESSMENT

FREE online self-paced financial management maturity assessment. (Takes 30 - 45 minutes to complete)
02

CONSULTATION

FREE 30-minute consultation to explain the findings of the assessment and roadmap
03

DEEP DIVE

Detailed analysis of the areas with the largest value capture opportunity in dollar terms (Pareto principle)
04

IMPLEMENTATION

Implementation support via one-off engagement, medium/long-term in-resident engagement as fractional CFO, etc.
05

SAAS TOOLS

Subscription to our FREE thought leadership program (articles, podcasts, webinars) & paid SaaS tools
Tax Preparation and Optimization Services

Ready to take the first step towards reducing your tax burden today?

Take the FREE Tax Opportunity Assessment to discover a dollar estimate of your untapped tax savings opportunities and a roadmap to begin capturing value for your organization immediately.

Success is a Team Play, right? Let’s work together!

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Got a question? Get your answer

Who are your typical clients?
We work with a variety of clients. We work with the heads of municipalities’ transportation planning, traffic engineering or economic development departments, and with mayors’ offices.
What is the process for beginning a project?
We offer cloud computing, cybersecurity, software development, and IT consulting to streamline your operations and boost growth with secure.
Can you help a client get funding?
We offer cloud computing, cybersecurity, software development, and IT consulting to streamline your operations and boost growth with secure.
What if my project lies outside your team’s skillset?
We offer cloud computing, cybersecurity, software development, and IT consulting to streamline your operations and boost growth with secure.

Why Business Startup Consulting

Market Research

Business startup consultants work with clients to research in more depth the market, industry, competitors.

Planning Assistance

Startup consultants help clients with planning. Creating a plan to create the offering such as products, services.

Task Execution

Getting it done means execution of tasks. Startup consulting services help you execute necessary steps.

Business Growth

Consultants help startups with business growth. Creating marketing campaigns that produce results and sales.
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