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Our goal is to provide a value added service to our clients, by saving tax whenever possible. In designing tax planning arrangements, domestically and/or internationally, we strive to create structures that are tax efficient while meeting the client's individual and business objectives.
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Avner Polatsek, PrincipalAvner Polatsek founded AP Tax Group in 2009, after serving as Controller at a Toronto-based railing manufacturer. Avner holds a Masters degree from Ner Israel College in Canada, and received a Certificate of Honours at Indiana University in Advanced Accounting. He successfully completed the CPA examination through the state of New Hampshire. In addition to heading up AP Tax Group, Avner serves on the board of several charities and regularly contributes tax advice columns to Canadian publications. Avner is an active member of the Global Associates of Risk Professionals, an organization dedicated to leadership in the area of accounting standards. |
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At AP Tax Group, we provide you with a range of customized
bookkeeping and accounting services to meet your specific needs.
Making sound business decisions means having a clear financial picture of your business. At AP Tax Group, we design simple, affordable bookkeeping solutions customized for you, which will require minimal effort on your part. With our simple solutions, you will save on office space, equipment, software, and employee salaries and benefits.
A sample solution that we have implemented for some of our clients:
We sort, organize, and enter your bills into accounting software and provide you with weekly / monthly reports, as well as on demand. Your bookkeeping records will be complete and up-to-date. At year end, your records will be accurate and organized, facilitating the preparation of accurate tax returns and financial statements.
Financial Statements: we compile and prepare financial statements in Notice-to-Reader format for privately held corporations.
At AP Tax Group, we provide friendly, helpful assistance with all your tax preparation and compliance needs. Our services are confidential, affordable, and in compliance with accounting industry standards and all applicable laws and regulations. We prepare and file all U.S. and Canadian tax returns and related tax filings. Corporate, individual, estate and trust- we have the professional knowledge in both the U.S. and Canadian tax areas to minimize liabilities and maximize refunds.
At AP Tax Group we serve a variety of individuals from self-employed, commissioned salespersons, sole proprietors, business partnership, and estates and trusts. We pride ourselves on our diverse customer base and have designed our personal tax services to ensure that the needs of each of our clients are met. We also prepare your statement of rental income, calculate capital gains/losses on your investment portfolio, and prepare allowable business investment losses (ABILs) calculations.
Additionally, if you or one of your parents is a U.S. citizen, but you do not have the proper U.S. identification to claim your eligible refunds, we will guide you through the process of obtaining the necessary identification.
Whether you are a U.S. or Canadian corporation, not-for-profit, professional corporation, personal services corporation, holding company, or partnership, we work to maximize your deductions and minimize your tax bill, no matter the size of your business.
SR&ED/R&D Tax Credits: If your company is developing a new product, improving an existing product, redesigning your production methods, or reducing the environmental impact of your manufacturing process, you may qualify for substantial tax credits.
Canadian and U.S. tax law is complex and continuously changing. Expert advice on the complete spectrum of tax concerns relevant to a proposed business structure, transaction, or investment is essential. We advise businesses to help them ensure they are structured in a tax efficient manner, as well as analyze the tax implications of business decisions, and select the best possible structure for proposed transactions and investments. A small sampling of tax planning areas where we regularly assist our clients:
We represent clients in tax disputes and advise clients and their professional advisors on the merits of potential tax positions. A small sampling of tax controversy areas where we regularly assist our clients:
Click on a section below to view links to other important web pages, as well as links to downloadable forms along with instructions on how to properly complete the forms.
The Business Number and Your Canada Revenue Agency Program Accounts
Use this publication to learn which accounts you need to open with the CRA
RC1 request for a business number
Use this form to request for a business number, HST, Payroll and import/export accounts
Business consent form
use this form to authorize an individual or a business to represent your business before the CRA
Payroll Deductions Online Calculator
Use this fantastic online tool to calculate how much to withhold from your employees
Employment Expenses Includes forms T777, TL2, T2200, and GST370
Use this guide to see if you are eligible to claim certain expenses to reduce your net income
Canada Child Tax Benefit/related provincial and territorial benefits calculator
Use this online tool to calculate your CCTB benefits
GST/HST Credit Online Calculation
Use this online tool to calculate your GST/HST credit
Authorize or cancel a representative
use this form to authorize an individual or a business to represent you before the CRA
Form 3911 Taxpayer Statement Regarding Refund
Use this form if your refund cheque was issued and you didn’t receive it
Us Citizens Living Abroad
Use these publications to learn about the stringent filing requirements for US citizens living abroad
Statement of Specified Foreign Financial Assets
- http://www.irs.gov/pub/irs-pdf/i8938.pdfInformation Return of U.S. Persons With Respect to Certain Foreign Corporations
- http://www.irs.gov/instructions/i5471/index.html - http://www.irs.gov/pub/irs-pdf/f5471.pdf
Instructions for Form 3520
Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
Consular Report of Birth Abroad
Use this page to guide you through the process of reporting the birth of child born in a foreign Country to US parents
AP Tax Group has been a pleasure to work with. They have explained things clearly to me and have implemented all work in a professional, courteous and timely manner.
Faced with a multi-national complicated tax return, I was thorough in my due diligence before choosing Mr. Polatsek. I was completely satisfied with the service and expertise that Avner provided. He was precise, timely and understood the complex issues but was able to communicate them in a comprehensible manner. As a further bonus, when additional requests were needed Avner quickly responded and refused to charge additionally which would have been fully warranted.
I have done my personal taxes with AP Tax Group for the past three years. They are professional and thorough, always taking the time to give me personal attention and answer all of my questions. This past year my situation was complicated as I had moved in the middle of the year from Canada to the United States. They were attentive to every detail while providing me with a quick and easy tax filing process. I would recommend them to anyone looking for an accountant who is well versed in both Canadian and U.S. tax law.
My experience with AP Tax Group was wonderful. I found them to be personable and efficient.
Please complete the following online form to request services or more information
AVNER POLATSEKPRINCIPAL TEL 416 519 2579 970 Lawrence Ave. West, Suite 400 |
LocationClick to see |
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