T A X A T I O N

TAX FILINGS OF ANY TYPE

At Lakeshore, we prepare and file every type of Canadian federal tax return and election with precision, strategic insight, and an unwavering commitment to deadlines

Personal Tax (T1)

We handle all personal T1 tax returns — self-employment, rental, investment, foreign income, terminal returns, and T1-Adjustments.

Corporate Tax (T2)

We excel at preparing precise T2 corporate tax returns paired with proactive tax-planning strategies for companies large and small.

Trusts (T3)

Our team handles T3 inter-vivos trust, bare trust, and testamentary trust filings with meticulous attention to detail and distribution requirements.

Partnerships (T5013)

We streamline T5013 partnership information returns so your partnership stays compliant without the hassle.

TAXATION,
AT THE HIGHEST LEVEL

At Lakeshore, taxation is one of our largest areas of expertise.

What truly sets us apart is the rare depth and highly specialized nature of our practice. We deliberately focus on the most complex and uncommon areas of tax (within scope*)—niches that most general practitioners either avoid entirely or handle only occasionally. Our team lives and breathes the intricate corners of the Income Tax Act that others rarely touch: multi-layered voluntary disclosures with offshore components, joint ventures, corporate and related-group reorganizations that take into account attribution and association rules, anti-avoidance provisions, hybrid entity planning for cross-border professionals and entrepreneurs, and purification transactions.

We anticipate issues before they arise, identify planning opportunities others overlook, and translate complex tax legislation into clear, actionable strategies that protect and grow your wealth. From voluntary disclosures and taxpayer relief applications to Section 85 rollovers, estate freezes, and cross-border structuring (U.S), our technical mastery and proactive approach consistently deliver measurable savings, peace of mind, and long-term advantage.

When you work with Lakeshore, you’re partnering with a team that treats your tax position as if it were our own—meticulous, forward-thinking, and relentlessly client-focused. Accuracy is our foundation; exceptional outcomes are our standard.

*Within scope. Certain engagements require a lawyer and entail formalities as required by law.

GST/HST

Our team has deep knowledge of the Excise Tax Act and expertly manages your GST/HST registrations, returns, rebates, ITC claims, and compliance.

Special Elections

We specialize in strategic tax elections like Section 85 rollovers, departure tax deferrals, and other advanced designations that slash tax on asset transfers and corporate reorganizations.

Foreign Reporting

We prepare and file Information returns for controlled and non-controlled foreign affiliates, and foreign asset reporting to ensure full CRA compliance even in non-reporting scenarios permitted under the tax act.

Non-Residents

We guide and file non-resident returns—withholding taxes, NR4 reporting, foreign property compliance, Section 116 certificates, and Section 216 and 217 filings with confidence.

WE WORK FOR YOU

We stand behind every return and filing we prepare, confidently representing you before the Canada Revenue Agency on our work* — from reviews and objections to appeals and forgivness applications. We protect your interests and achieve the best possible outcome.

*fees may apply

OUR MANAGING PARTNER

Anthony Ruvalcaba

Partner - Tax

Anthony is a standout tax partner who commands deep expertise in both Canadian and U.S, tax, with years of experience navigating complex returns and planning strategies at mid-sized public accounting firms. As a CFA® Level 3 Candidate with a decade of public accounting experience, he fuses deep technical tax knowledge with elite analytical investment and economic insight; delivering sophisticated, proactive advice that clients trust implicitly.

Estate Planning

Our team delivers expert estate planning through proven strategies like estate freezing to lock in current values and post-mortem pipeline planning to shift future growth outside your estate.

Incorporation

We guide professionals and business owners through tax-efficient incorporation from day one—from structuring share classes to assessing immediate small business deduction implications—to avoid costly future reorganizations.

Reorganizations

We specialize in corporate butterfly and purification strategies that preserve small business corporation status to maximize your Lifetime Capital Gains Exemption (LCGE) on sale of your corporation.

Voluntary Disclosure

We liasion with CRA’s Voluntary Disclosures Program (VDP), enabling timely correction of past tax errors or omissions with reduced penalties and interest, while ensuring full compliance and peace of mind.

Diverse clients.
Unified excellence.

... Because tax is the universal language spoken in every industry, and we’re fluent in all its dialects.

Practicioners

Professional service practicioners.

Holding Companies

Passive investment and other property holding companies.

Realtors®

Real estate proprietors and PRECs.

Family Trusts

For structures that incorporate a family trust into the picture.

Trades

Skilled labor proprietors and tradesmen.

E-commerce

E-commerce distributors who operate in the digital world.

+ MORE.

Get in touch with us today to find out how we can best serve you.

INQUIRE TODAY