Services

Tax Services

We help navigate the complicated world of taxes and advise you on the best course of action. The tax regime changes frequently, making tax planning a challenging exercise. We provide 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)

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.

Team members

CPA,CA,TEP

Managing Partner

Ottawa

613-236-9191 #529

CPA,CA,CFP,TEP

Director of Tax Services, Partner

Ottawa

613-236-9191 #282

Partner

Ottawa, Toronto

613-236-9191 #526

CPA (Indiana)

Director of U.S. Tax Advisory

Ottawa

613-236-9191 #254

CPA,CA

Partner

Ottawa

613-236-9191 #149

CPA,CA

Indirect Tax Specialist, Partner

Ottawa

613-236-9191 #207

Carole Lekadir
Senior Advisor

Ottawa

613-236-9191 #510

Larraine Ebbers
Office Managing Partner

Belleville

613-966-2844 #3016

Angela Schutt

CPA,CA

Partner

Pembroke

613-735-1021 #111

CPA,CPA (Illinois)

Principal, U.S. Cross-border Tax Compliance & Advisory Services

Ottawa

613-236-9191 ext. 276

CPA,CGA,CIA

Senior Manager

Ottawa

613-236-9191 #223

Principal

Ottawa

613-236-9191 #143

Mike Bosse

CPA,CA

Independent Contractor, Tax Consulting

Ottawa

613-236-9191 #502

Tax Manager

Gatineau, Ottawa

613 236-9191 ext. 248

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