When tax returns, bookkeeping, and filings are no longer enough, RGB Accounting helps you identify risks, evaluate options, and make informed business and tax decisions with confidence.

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Why Advisory Matters

Most business owners only seek advice after receiving:

• a CRA review letter,
• a GST/HST audit,
• a large tax bill,
• a corporate restructuring opportunity,
• a shareholder issue,
• a cross-border transaction,
• or a major business decision.

The best results usually occur before those events happen.

Our advisory services help clients understand their options, reduce uncertainty, and proactively manage tax and financial risks.

Advisory Services

Corporate Advisory

For growing businesses and corporations.

Services include:

• Incorporation planning
• Corporate structure reviews
• Shareholder compensation strategies
• Salary vs. dividend analysis
• Shareholder loans
• Cash-flow planning
• Year-end tax planning
• Business succession considerations

Tax Advisory

For individuals and corporations facing more complex tax situations.

Services include:

• Corporate tax planning
• GST/HST advisory
• CRA reviews and audits
• Voluntary Disclosures Program (VDP)
• Foreign tax credits
• Departure tax planning
• Residency determinations
• Tax-efficient compensation planning

Cross-Border & International Tax Matters

For clients with Canadian and foreign tax obligations.

Services include:

• Non-resident taxation
• Foreign income reporting
• T1135 reporting
• Foreign tax credit reviews
• International income disclosures
• Cross-border tax reviews
• GST/HST on imported services
• Intercompany transaction reviews
• Withholding tax assessments

Important Note

Certain international tax matters may require specialized legal or international tax opinions. Where appropriate, RGB Accounting works alongside trusted tax lawyers and specialist advisors while remaining your primary point of contact and coordinator.

CRA Reviews, Audits & Tax Risk Management

Services include:

• CRA audit support
• GST/HST reviews
• Payroll reviews
• Foreign tax credit reviews
• Working paper preparation
• Response letters
• Tax risk assessments
• Historical filing reviews

Special Projects

Some situations require focused analysis and customized support.

Examples include:

• Section 116 compliance
• Non-resident property dispositions
• Historical tax corrections
• Corporate clean-ups
• Shareholder transactions
• Intercompany transactions
• Tax planning memorandums
• Transaction support

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Our Advisory Process

Step 1 – Discovery

We learn about your situation, objectives, and concerns.

Step 2 – Assessment

We identify risks, opportunities, and information gaps.

Step 3 – Recommendations

We provide practical recommendations tailored to your circumstances.

Step 4 – Implementation

We help coordinate and implement the agreed strategy.

Step 5 – Ongoing Support

We remain available as your tax and advisory partner.

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Specialist Collaboration

When Specialized Advice Is Required

Some matters extend beyond traditional accounting and tax compliance.

Examples include:

• Complex international tax planning
• Treaty interpretation
• Transfer pricing
• Corporate reorganizations
• Tax litigation
• Estate planning
• Immigration-related legal matters

In those situations, RGB Accounting can collaborate with qualified professionals, including:

• Tax lawyers
• International tax specialists
• Corporate lawyers
• Estate lawyers
• Immigration lawyers

Our goal is to ensure clients receive the right advice from the right professional while maintaining a coordinated approach.

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Suggested Advisory Pricing

Tax Consultation

Starting at CAD 195 + HST

Includes:

• Up to 60 minutes
• Initial assessment
• Follow-up summary email

Tax Review & Recommendations

Starting at CAD 750 + HST

Includes:

• Document review
• Technical assessment
• Written recommendations

Typical examples:

• GST/HST reviews
• Residency reviews
• Foreign tax credit reviews
• Shareholder loan reviews

CRA Review & Audit Support

Starting at CAD 1,250 + HST

Includes:

• CRA correspondence review
• Working papers
• Written responses
• Case management

Retainer required.

Cross-Border Tax Review

Starting at CAD 1,250 + HST

Includes:

• Initial risk assessment
• Review of foreign income
• Review of intercompany transactions
• GST/HST implications
• Preliminary withholding tax review

Additional work quoted separately if required.

Strategic Advisory Engagement

Starting at CAD 2,500 + HST

For larger projects involving:

• Corporate planning
• Restructuring
• Multi-year tax planning
• Shareholder matters
• Cross-border matters

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FAQ

Are advisory fees included in tax return preparation?

No. Advisory services are separate from tax compliance services because they require additional analysis, research, and recommendations.

Do you provide legal opinions?

No. RGB Accounting provides accounting and tax advisory services. Legal opinions are obtained from qualified legal counsel when required.

Can RGB coordinate with tax lawyers?

Yes. We regularly work alongside external specialists when a matter requires legal or highly specialized expertise.

Do I need advisory services if I already have bookkeeping?

Often yes. Bookkeeping records the past. Advisory helps plan for the future.

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Disclaimer

Advisory services are provided based on information supplied by the client and applicable Canadian tax legislation available at the time of the engagement. RGB Accounting provides accounting and tax advisory services and does not provide legal opinions unless expressly stated in writing. Certain matters may require consultation with specialized tax counsel or other professionals.

Our Three Core Pillars’ Advisory Approach

Compliance

From day-to-day process improvements to expansion planning, we help you build a business that runs cleaner, reports faster, and makes decisions with confidence.

• T1
• T2
• GST/HST
• Payroll
• Bookkeeping

 

Tax Advisory

Tax planning is a year-round discipline. We help you structure decisions, timing, and documentation to reduce surprises and build confidence in compliance—without relying on last-minute fixes.

• Tax planning
• CRA reviews
• Shareholder matters
• Corporate planning

 

Complex Tax Matters

When financial planning goes beyond accounting—investments, insurance, mortgage strategy, or broader wealth planning—we coordinate introductions to trusted professionals so you can move forward with the right specialist support.

• Non-resident issues
• Cross-border reviews
• Section 116
• Foreign tax credits
• International reporting