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Tax Services & Planning

Compliance. Strategy. Peace of Mind.

At Crawford Smith & Swallow, our tax professionals provide more than just compliance — we deliver insight-driven tax strategies designed to preserve wealth, reduce risk, and support long-term financial goals. Whether you’re an individual, business owner, or not-for-profit organization, our tailored approach ensures that your tax position aligns with your broader objectives.

Corporate Tax Services

Preparation of Corporate Tax Returns (T2)
Accurate, timely filings that meet CRA requirements while identifying eligible deductions and credits.

✅ Tax Minimization Strategies
Structuring your business and transactions to achieve optimal tax outcomes.

✅ SR&ED and Other Tax Incentives
Identification and documentation support for federal and provincial innovation credits and industry-specific incentives.

✅ Tax Compliance for Complex Entities
Including holding companies, partnerships, joint ventures, and professional corporations.

Personal & Trust Tax Services

✅ T1 Preparation and Advisory
Customized tax planning for professionals, investors, retirees, and high-net-worth individuals.

✅ Tax Planning for Estates and Trusts
Guidance on intergenerational wealth transfers, testamentary trusts, and estate freezes.

✅ Capital Gains and Real Estate Taxation
Advice on property sales, principal residence exemptions, and tax implications of U.S. or cross-border holdings.

Tax Planning and Advisory

✅ Owner-Manager Tax Planning
Integrated personal and corporate strategies including salary/dividend mix, income splitting, and succession.

✅ Reorganization & Business Transition Planning
Tax-effective structures for corporate reorganizations, acquisitions, or shareholder changes.

✅ GST/HST and Indirect Tax Consulting
Support with compliance, audits, and optimizing input tax credits.

✅ CRA Audit Support and Representation
Proactive engagement with tax authorities to manage audits, reassessments, and voluntary disclosures.

Our firm stays current with evolving legislation and CRA administrative practices, ensuring that our clients benefit from both technical expertise and practical, real-world solutions. Every engagement is delivered with the discretion, integrity, and professional care expected of a CPA firm governed by CPA Ontario.