Tax Services
Frequent changes to the tax system complicate tax planning. In this complex universe, Welch helps you find your way around and advises you on the best avenues.
We help navigate the complicated world of taxes and advise you on the best course of action. Welch provides proactive advice and support so that high-net-worth individuals, business owners and their businesses can effectively manage their tax obligations. Planning ahead helps you minimize tax and ensures all compliance requirements are met on a timely basis.
Welch LLP has a highly knowledgeable tax team with expertise in strategic planning for all aspects of personal and corporate tax, including the following services:
Welch LLP has a highly knowledgeable tax team with expertise in strategic planning for all aspects of personal and corporate tax, including the following services:
Personal tax services
Corporate tax services
Indirect tax
Non-resident of Canada
Specialty areas
Services provided
For more than 100 years, Welch has specialized in personal tax returns for business owners, high-net-worth individuals and individuals with complex returns. Our work includes:
- US personal tax and other international cross-border matters
- US Canada Tax Preparation
- Dual Citizenship Taxes in Canada and the USA
- Partnerships, trusts and estate tax
- Succession planning and intergenerational transfers of wealth
- Financial, retirement and personal wealth planning
- Professionals
- Stock option activity
- Immigration/emigration tax matters
- Tax compliance
- Business incentives/SR&ED tax credits
- Small Business Tax Filing in Canada
- Owner/manager remuneration planning
- US Tax
- Sales and use taxes (GST/HST, QST and other provincial sales taxes)
- Payroll taxes (CPP, EI, EHT, WSIB)
- Tax advice (emigration from and immigration to Canada)
- Cross-border services
- US Tax
- Foreign businesses looking to do business in Canada
- Estate and succession planning
- Purchase or sale of a business
- Cross-border issues
- Canadian businesses looking to do business in the USA and other foreign countries
- Real estate transactions
- Estate and Business Succession Planning
- Not-for-profit organizations
- Doing Business in Canada
- Strategic planning
- Tax return preparation
- US tax return preparation/IRS voluntary disclosures
- Representation to tax authorities
- Audits and appeals
- Estate administration
U.S. Tax
Canadian businesses operating in or selling to customers in the United States may be subject to income tax in the US or may need to collect and remit US state sales tax.
Free Canadian Tax Preparation Services for Medical Students & Residents
We know preparing your personal income tax return can take a lot of time. We can do it for you free of charge.
Team members
CPA, M.Fisc
Lévesque Marchand Welch SENCRL, Ottawa
613-236-9191 ext. 248
Frequently
Asked
Questions
What types of tax services does Welch LLP offer?
Welch LLP provides a full suite of tax services for individuals, businesses, and not-for-profit organizations. Our team specializes in personal and corporate tax planning, cross-border and international taxation, estate and succession planning, indirect taxes (GST/HST, QST, payroll), and representation before the CRA.
We combine proactive strategy with over 100 years of experience to help you stay compliant and minimize tax liabilities.
What are the main differences between personal and corporate tax filing in Canada?
Personal tax returns (T1) report an individual’s income and apply graduated tax rates, while corporate returns (T2) report business income subject to flat rates and distinct filing deadlines. Welch LLP helps owner-managers coordinate both filings to avoid double taxation and to maximize savings through salary/dividend optimization, income splitting, and strategic use of SR&ED credits.
How does corporate tax planning benefit my business?
Proactive corporate tax planning improves cash flow, protects profits, and ensures long-term compliance. Our advisors assist with business-incentive claims, SR&ED tax credits, optimal compensation structures, and corporate reorganizations. By identifying opportunities early, Welch LLP helps reduce your effective tax rate and positions your business for sustainable growth.
What is the SR&ED program, and can my company qualify?
The Scientific Research & Experimental Development (SR&ED) program provides valuable federal and provincial tax credits to businesses that conduct eligible research or development activities in Canada. Welch LLP’s dedicated tax team helps identify qualifying projects, prepare technical documentation, and maximize claims.
Welch has successfully supported SR&ED claims for a wide range of industries including software, manufacturing, hardware, and biotechnology/life sciences. Our team works closely with the CRA throughout the filing process and has a deep understanding of the SR&ED rules, compliance requirements, and strategies to optimize the total amount claimed. Even small or early-stage businesses may qualify if they innovate or improve products, processes, or technologies.
How does cross-border taxation work between Canada and the United States?
Cross-border taxation affects residents, dual citizens, and companies operating in both countries. Welch LLP assists with U.S. and Canadian returns, foreign tax-credit claims, treaty benefits, and compliance with IRS and CRA rules.
Our dedicated team helps individuals and businesses avoid double taxation and maintain compliance in both jurisdictions.
Related resources
B.C. Manufacturing and Processing Investment Tax Credit
April 24, 2026 – A new refundable tax credit was introduced in Budget 2026. The tax credit is intended to incentivize capital investment in eligible manufacturing and processing property in British Columbia.
2026 Changes in SR&ED: Largest Expansion in Decades
April 07, 2026 – Bill C-15, the Budget 2025 Implementation Act, No. 1 received royal assent on March 26, 2026 and will be enhancing the SR&ED program by increasing the federal expenditure limit
Alternative Minimum Tax and Sale Transactions
April 06, 2026 – Significant changes were introduced to the alternative minimum tax (“AMT”) regime effective for the 2024 taxation year, impacting many high-income individuals and certain trusts that may not have been subject to AMT prior to 2024.
Insight into the Ontario Budget – March 26, 2026
April 01, 2026 – On March 26, 2026, the Ontario government presented its 2026 Budget – A Plan to Protect Ontario. The budgetary deficit for 2025-2026 is projected at $12.3 billion, increasing to $13.8 billion in 2026-2027, before decreasing to $6.1 billion in 2027-2028 and a projected surplus in 2028-2029.
Insight into the Ontario Budget of March 26, 2026
March 26, 2026 – Download the insights to the 2026 Ontario Budget – A Plan to Protect Ontario.
Tax Planning for SaaS Companies: What You Need to Know
January 23, 2026 – Tax planning for SaaS companies in Canada requires more than standard compliance; it demands a strategic, forward-thinking approach tailored to […]
Tax Tips for 2025 Year-end
December 08, 2025 – With the close of 2025 approaching, it is time to proactively assess your current financial standing and implement key strategies to minimize your tax burden and set a strong financial foundation for the coming year. The tax tips in this blog offer tax-saving advice, compliance insights, and financial optimization opportunities tailored for individuals, business owners, and employers.
I believe my R&D is eligible SR&ED. How do I claim it?
November 17, 2025 – What does a SR&ED claim description look like? What are the different SR&ED tax credits I can claim? When should I file it?
Tax Facts and Figures – December 2025
November 06, 2025 – Tax Facts and Figures is produced by Welch LLP® as an information service with the understanding that it does not render accounting, legal or other professional advice.
Federal Budget 2025
November 05, 2025 – Download the full commentary of the Federal Budget of 2025. On November 4, 2025, the Minister of Finance and National Revenue, the Honourable François-Philippe Champagne, presented Budget 2025 – Canada Strong, to the House of Commons. No changes were proposed to personal or corporate tax rates. Some highlights include the following:
Is My Business Eligible for SR&ED? An Overview for Startups
October 20, 2025 – What SR&ED is, how it can help your business, and why you might want to look into claiming it.
Important Update for Canadian Non-Profits: New Tax Filing Rules Coming in 2026
September 19, 2025 – The Ministry of Finance has proposed new rules that will impact the tax filing requirements of not-for-profit organizations. If passed, these changes will apply to fiscal years starting on or after January 1, 2026.
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