Utilizing a diagnostic approach, an evaluation will be made of the present situation to establish strategic future plans. These strategies may require adjustments, over time, contingent upon any amendments to the income, estate (Succession), commodity and other taxation enactments.
Corporation, personal and commodity [Harmonized Sales Tax (HST) in Canada or Value Added Tax (VAT) in Dominica and other OECS countries] tax returns will be prepared on behalf of clients. In addition, other statutory returns (source deductions – Social Security inter alia) will be prepared on behalf of clients, whenever requested.
• Review of assessments (particularly income tax but not limited thereto) and filing the appropriate appeals, whenever deem necessary.
• Develop the appropriate strategies (in consultation with clients) for dealing with the appeal process along with pertinent documentation.
• Obtain and research rulings on contentious issues and where possible utilize alternative dispute resolution procedures.
• Represent clients at meetings with the tax authorities and if necessary in court should the matter(s) become litigious.