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:

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
  • Sales and use taxes (GST/HST, QST and other provincial sales taxes)
  • Payroll taxes (CPP, EI, EHT, WSIB)
  • 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

US Tax Services

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


Managing Partner


613-236-9191 #529


Director of Tax Services, Partner


613-236-9191 #282


Indirect Tax Specialist, Partner


613-236-9191 #207


Ottawa, Toronto

613-236-9191 #526

CPA (Indiana)

Director of U.S. Tax Advisory


613-236-9191 #254




613-236-9191 #149

Carole Lekadir
Senior Advisor


613-236-9191 #510

Office Managing Partner


613-966-2844 #3016

Angela Schutt




613-735-1021 #111



Senior Manager


613-236-9191 #223



613-236-9191 #143

Mike Bosse


Independent Contractor, Tax Consulting


613-236-9191 #502

Tax Manager

Gatineau, Ottawa

613 236-9191 ext. 248

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