SB Advisors

YOUR TRUSTED SOURCE
FOR TAX ADVISORY AND
COMPLIANCE SERVICES

FOR CANADA AND U.S.TAX

WHETHER YOUR ORGANIZATION IS LARGE OR SMALL, WELL ESTABLISHED OR A START-UP, SB ADVISORS PROVIDES:

An expert overview of your tax and financial position
Highlights and advice for tax savings opportunities and best practices to avoid compliance issues
Financial performance insights

Values:
Deep expert, veteran advice at reasonable rates

Access:
Speak with senior advisors on short notice

Comprehensiveness:
Canadian and US advice in the same firm and/or individual – no silos

Canadian business year-end financial statement and compliance preparation and filing
US business year-end financial statement and compliance preparation and filing
Canadian individual compliance preparation and filing
US individual compliance preparation and filing
US compliance specialties: delinquent in US filings, unknown obligations (i.e., you own shares of non-US private corporations)
Specialty filings (i.e., real estate compliance certificates)
Tax advisory services:
- Expanding your business into Canada or the US: tailored advice relevant to your goals and operations – a road map for optimal organization and compliance
- Mergers & acquisitions: end-to-end transaction support including planning and post-transaction support
- Estate planning: quantifying obligations and organizing estates to minimize tax, protect assets, and ease transition
- Reorganizations: estate freezes, divisive reorganizations, spin-outs, and much more
- Departing Canada: planning and support
- Departing the US/Expatriating from the US: planning and support
- Non-resident tax planning and obligations (i.e., ownership of Canadian/US rental real estate, ownership of Canadian/US corporations)

SB Advisors is industry agnostic and has clients in all of the following industries, and more: