Lorena Boda CPA

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We assist with accounting and tax services, including but not limited to:

Bookkeeping and payroll

Trust and estate tax returns

Personal tax returns

Corporate and partnership tax returns

Information returns and tax elections

General advisory and tax planning

Corporate reorganizations

Purchase and sale of a business

Estate planning

Financial and tax aspects of separation and divorce

Full service accounting services for corporations and self employed individuals

compilation of financial statements and tax filings, including HST filings

Tax consulting and advisory

Our experienced professionals are dedicated to providing custom tax consulting advice and planning strategies that align with set objectives, whether those include compensation planning, estate and succession planning, estate freezes, post-mortem planning, purchase and sale of a business, purifications, corporate reorganizations, butterfly transactions, tax planning for real estate transactions and sale of assets, loss utilization planning, incorporation of a business, amalgamations and wind ups, departure tax, tax estimates, assistance with tax audits and appeals, or other goals.

We assist with Canadian and US personal tax preparation and advisory, including but not limited to:

  • US citizens living in Canada
  • Canadians working in the United States
  • Canadians investing or disposing of US real estate property
  • Non-residents investing or disposing of Taxable Canadian Property
  • Part Year Canadian or US Arrival or Departure returns
  • US Estate Tax
  • US Gift Tax

A one-hour minimum consultation fee of $250 (plus applicable taxes) applies for all new appointments.

Additional fees may apply for other filings, consulting or issues not specifically identified in the initial consultation. Prices are subject to change without notice at any time. Complex filings with highly specialized issues and/or significant time involvement may cost more than the standard fees.
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