A clearer tax conversation starts with your plans.
Tax questions often reach beyond a return. A change in your business, a proposed reorganization or a succession decision can create questions about how the pieces fit together.
LLT provides corporate and personal tax services from Chilliwack for clients in the Fraser Valley. Our services include tax planning, return preparation, estate and succession planning, and research and development tax credit claims. Tell us what has changed, what you are considering and which questions need attention so we can discuss the work relevant to your circumstances.
Tax support for different parts of your life
A business decision and a personal decision can be connected. Explain the full situation when discussing which tax services you need.
Corporate tax planning
In-depth corporate tax planning, including corporate rollovers and reorganizations. Discuss changes you are considering and the questions they raise about your company’s structure and tax position.
Personal tax planning & preparation
In-depth personal tax planning, including return preparation. Bring questions about your circumstances, changes during the year and the information needed for your personal tax work.
Estate & succession planning
Tax planning for estates and succession, including the use of family trusts. Discuss the people, assets and ownership questions involved in the transition you are considering.
Research & development tax credit claims
Support with research and development tax credit claims. Describe your activities and the records you hold so the relevant questions and scope of work can be considered.
Bring the decision into the discussion
A focused conversation can begin with three practical questions. You do not need to arrive with your own tax solution.
What has changed?
Explain the business, personal or family circumstances behind your question. Mention connected companies, ownership changes or a proposed transition if they are part of the situation you want to discuss.
What are you considering?
Describe the decision and any options already on the table. Clarify what is still being explored and what has already happened so the conversation starts from the same facts.
What information needs attention?
Identify the records, correspondence or unanswered questions connected to the matter. Discuss the work needed, the people involved and any timing considerations before settling on an engagement.
Give your tax conversation a useful starting point
The relevant records will depend on the matter. These are useful items to identify when you first discuss your needs with LLT.
- A short description of the tax question or decision you want to discuss.
- Recent returns, assessments or financial information relevant to that question.
- Information about the business, ownership or family circumstances involved.
- Any related correspondence and the timing of a proposed or completed change.
Ask which documents are needed and how to provide them when arranging the work.
Questions about LLT’s tax services
Does LLT provide both personal and corporate tax services?
Yes. LLT’s services include in-depth corporate tax planning and in-depth personal tax planning, including return preparation. If your question involves both your company and your personal circumstances, describe that connection when you contact us so the relevant work can be discussed together.
Can LLT help with a corporate reorganization?
Corporate tax planning at LLT includes corporate rollovers and reorganizations. Bring an outline of the existing structure, the change you are considering and the reasons behind it. The initial discussion can identify the tax questions and the scope of the work required for your situation.
Is estate and succession planning part of the tax service?
Yes. LLT’s tax offering includes estate and succession planning, including the use of family trusts. The conversation should reflect your particular ownership, asset and family circumstances. Describe your goals and any planning already underway so the tax work can be considered in that context.
Does LLT work on research and development tax credit claims?
Yes. Research and development tax credit claims are part of LLT’s listed tax services. If you want to discuss a claim, start by describing the activities involved and the records available. The service discussion can establish which questions need examination and what work would be appropriate.
What is the difference between a tax preparation question and a planning question?
A preparation question usually concerns the information and work needed for a return. A planning question concerns choices you are considering and the tax issues they may involve. They can overlap. Explain both what has happened and what you are thinking about doing next when you speak with LLT.
Tell us what you are planning.
Whether your question concerns a return, your company or a future transition, start with the situation you want to discuss. We can identify the relevant tax service and next conversation.
