Our Services

Specific Questions or Complex Problems

Whether you need a quick answer to a technical query or assistance with a long-term project, Davies Curran offers complete support.

	Solutions to Tax-related problems
	Second opinions
	Tax Planning
	Preparation and review of technical documents and government forms
	Location of specialized information
	Advice & guidance during tax audits to avoid unnecessary time and costs.
	Negotiations with CRA

Tax solutions

We have over 30 years of experience providing individuals, corporations and municipalities with solutions to their tax problems. Whether you have a provincial, federal or international tax issue we can help. Some of our recent projects have included:

	Negotiating a GST refund for a large municipality
	Negotiating a reassessment with CRA following audit of a doctor.
	Negotiation of voluntary disclosure of tax liabilities with both Federal and Provincial governments to eliminate penalties.
	Negotiating with the Ontario Corporations Tax Branch following a Revenue audit of a film production company

Tax and Estate Planning

Regardless if your need is immediate or long-range, we can help you ensure that you have a tax-saving strategy in place. Examples of work we have done includes:

	Tax Planning for the sale of a food wholesaler.
	Tax Planning for the purchase of a food distributor.
	Estate planning for the establishment of a family trust and the transfer of an importing company to a daughter.
	Tax Planning for the transfer of a senior executive to the U.S.
	Advising on the establishment of an Employees Profit Sharing Plan and Share Purchase Plan for senior employees of a large construction company.

Business Valuation

As Chartered Business Valuators, we have the expertise and experience to provide you with a solid valuation of your business.

Business evaluations must be conducted in context of the purpose of the evaluation and our experience ensures that none of the subtleties and nuances are overlooked. We have provided our expertise for:

	the transfer of a business to a son or daughter,
	marital disputes,
	break up of a partnership,
	the sale of a business, and
	estate planning for the death of the owner.

The accountant and lawyer's tax Consultant

We act as “the local tax partner” for many small and mid-sized accounting firms or as a tax consultant to legal firms. This provides them with the expertise they require when they encounter unusual or complex tax problems.

When we are retained as a tax consultant by a public accountanting firm, we provide an undertaking not to provide services directly to any of their clients without that firm’s permission.