Boutique tax practice.
Tax complexity is real.
So is the rigour
this Calgary CPA brings to it.
Precise, research-driven tax advice — with a principal who's reachable, accountable, and in your corner year-round.
What we do
How it works
Where do you fit?
Every client situation is different.
Start with yours.
Personal Tax — T1
Your return deserves more than data entry.
For most Canadians, a T1 is routine. For entrepreneurs, investors, and professionals, it's a strategic filing that touches every other part of your financial picture — your RRSP room, income-splitting opportunities, your capital gains exposure, and your corporate position if you're incorporated. We prepare T1 returns with that full picture in view, not just the slips in front of us.
- Rental income and capital gains
- Self-employment and employment expenses
- Coordination with your corporate filings
- Foreign holdings and cross-border income
Corporate Tax — T2
Compliance built on strategy, not just deadlines.
A corporation is the most powerful tax-planning vehicle available to Canadian entrepreneurs — but only if it's managed correctly year over year. The difference between a T2 that's merely filed and one that's optimized can be tens of thousands of dollars annually. We handle T2 compliance for owner-managed CCPCs, professional corporations, and holding companies, and we review every corporate filing alongside your personal return so nothing falls through the gap.
- Salary vs. dividend optimization
- RDTOH, GRIP, and CDA pool management
- Professional and holding corporations
- GST/HST and information return compliance
Strategic Tax Consulting
High-stakes situations handled with the precision they demand.
Some tax matters carry real consequences if handled imprecisely — a poorly structured reorganization, a missed election, a CRA audit without proper representation. These situations require someone who does the research, understands the legislation, and communicates your position clearly and defensibly. We handle complex, high-stakes engagements personally, scoped individually after a proper discovery conversation.
- Corporate reorganizations and estate freezes
- CRA audit defense and objections
- Business sales and LCGE planning
- Cross-border and international tax matters
How we work with you
Three steps. No surprises.
Strategic Discovery
A 30-minute discovery call at no charge. We map your current situation, identify the right service tier, and tell you honestly whether we're the right fit — before any commitment is made.
Deep Analysis
We gather your documents through a secure digital organizer, then do the work — researching the applicable law, legislation, and CRA administrative positions specific to your situation. Every position is tailored, not templated.
Clear Execution
You receive a plain-language summary of your position, the risk level, likely outcomes, and contingency plans — then we file, advise, or advocate as needed. You always know where you stand and why.
About this practice
The experience behind the advice.
Chartered Professional Accountant
Member of CPA Alberta and CPA Canada. Completed the CPA In-Depth Tax Program — the profession's most rigorous specialization in Canadian income tax.
Specialty Tax Background
Trained within the specialty tax groups of Big Four, national, and regional Canadian firms — covering the full spectrum of public practice. Also brings direct industry experience from a senior tax role within a Canadian public company.
Principal-Only Practice
Every engagement is handled personally — from initial scoping through filing and advocacy. No handoffs to junior staff. Limited client base by design, so every file receives the attention it warrants.
Why this practice exists
Will Lee, CPA
Tax Advisory Principal
I spent over a decade in the specialty tax groups of some of Canada's largest accounting firms before building this practice around a different model — a limited client base, and a principal who is personally involved in every file, from start to finish.
Before you reach out
A few things worth knowing.
Common questions, answered directly.
Take the next step
Ready to know
where you stand?
Book a discovery call. We'll assess your situation honestly and tell you exactly what we can do — and what we can't.