CorporateTax Services

Corporate Tax Planning Services

  • Start up of new business
  • Identify opportunities to minimize taxes
  • Planning for corporate reoganizations; mergers and acquisitions
  • Changes to share ownership (including family and employee buy ins)
  • Assistance with preparation of shareholder agreements
  • Tax implications on purchase and sale of a business
  • ​Research and Development Tax Credits
  • Assistance and representation for Canada Revenue Agency Audits and Inquiries

Tax Return Preparation and Compliance services

  • Preparation of Corporate income tax and information returns;
  • Preparation of Tax Election forms
  • Preparation of T4s and T5s

Personal Tax Services

Personal Tax Planning Services

  • Tax planning services to minimize tax​
  • Personal financial planning
  • Retirement Planning
  • Estate and succession tax planning services
  • Charitable Giving planning
  • Immigration and emigration tax planning

Tax Return Preparation and Compliance services

  • Preparation of Personal Income tax returns
  • Preparation of Foreign reporting forms
  • Preparation of Elections and other related forms
  • ​Preparation of Family Trust returns and related forms
  • ​Preparation of Death and Estate returns

Accounting Services

  • Preparation of financial statements
  • Bookkeeping and accounting services
  • Tracking of investment purchases and dispositions


Our firm is committed to helping you meet your Financial Goals by providing personalized service in the following areas.

Partnerships and Joint Ventures

  • Advise on best structure to meet your needs​
  • Preparation of Partnership Income Returns and related tax forms

sagacity tax services*

Chartered Professional Accountants/Chartered Accountants

Copyright © Sagacity Tax Services Professional Corporation All Rights Reserved

*denotes Professional Corporation

​​TD Canada Trust Tower        Suite 3000 421 7th Avenue SW Calgary AB T2P 4K9
1.403.238.3211         fax:1.403.238.3230