Category Archives: Services

Cross Border Tax

Tax Planning and Preparation for individuals or entities that need to file in both the
US and Canada

Insurance Claims Forensic Accounting

AP Forensic Accountants is a world class provider of insurance claim consulting and forensic accounting services. We are well respected by both policy holders and insurance companies because we prepare comprehensive, logical and well-documented claims that result in reasonable insurance claim settlements. In addition to preparing claims, we serve as testifying experts on insurance coverage litigation matters. We also assist our clients on pre-loss matters, such as business interruption values and maximum probable loss studies.

AP Forensic Accountants are uniquely qualified to provide forensic accounting and insurance claims consulting services:
We prepare claims across a wide variety of industries including high technology, manufacturing, hospitality and gaming, retail, real estate, oil and gas, energy, chemicals, hospitals, transportation, medical devices, mining, food production and others.

We prepare complex property and business interruption claims involving earthquakes, hurricanes, fires, floods, tornadoes, terrorist attacks, builders risk, equipment breakdowns, product recalls, and others.

Our Service Offerings: Forensic Accounting & Claim Preparation, Expert Witness Testimony & Litigation Support, Analysis of Insurable Values, Maximum Probable Loss (“MPL”) Studies, CGL Insurance Allocations

Custom Bookkeeping Solutions

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:

  • As our clients receive paperwork (bank statements, invoices etc.) they provide it to us, either electronically (via secure email / fax) or in hard copy (via mail or secure dropbox).
  • We provide periodic (weekly / monthly) reports, tailored to our clients needs.

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.

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Financial Statements

Financial Statements: we compile and prepare financial statements in Notice-to-Reader format for privately held corporations.

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Tax Preparation and Compliance

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.

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Personal Tax Returns

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.

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Corporate and Not-for-Profit Tax Returns

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.

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Tax Advisory and Consulting Services

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: 

  • decisions about incorporating your business
  • setting up a Family Trust or Holding Company
  • advice on paying yourself salary vs. dividends
  • advice on maximizing the tax benefits of shareholder loans
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Tax Controversy Resolution Services

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: 

  • advice on CRA and IRS reviews or audits
  • assistance with handling disputes with the CRA and IRS
  • filing a Notice of Objection
  • applications under the Voluntary Disclosure Program
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