Every Canadian return. Filed right, filed on time.
Lakeshore prepares personal, corporate, trust and non-resident filings for clients across the Okanagan and Greater Vancouver. You work directly with the professional preparing your return.
If it's a Canadian return, we prepare it.
Personal
Employment and self-employment, rental portfolios, capital gains and investment income, principal residence dispositions, US-connected filings.
Corporate
Owner-managed corporations, associated and connected groups, holding companies, professional corporations, first-year and final returns.
Trusts & estates
Family trusts, alter ego and joint partner trusts, graduated rate estates, terminal returns, estate wind-ups.
Partnerships
Information returns, allocation schedules and multi-tier partnership structures.
Non-resident
Section 216 rental elections, Section 217, NR4 and NR6 filings, disposition clearance certificates and departure returns.
Foreign reporting
Foreign affiliate and specified foreign property reporting — the forms carrying penalties that begin at $2,500 whether or not tax is owing.
Elections & reorganizations
Rollovers, share exchanges, amalgamations, wind-ups and estate freezes, with the supporting elections filed correctly the first time.
Reviews & disputes
Review responses, audit representation, notices of objection, taxpayer relief applications and Voluntary Disclosures Program submissions.
The year has twelve months. So do we.
The same person, every year
Not a rotating queue. Whoever prepared last year's return knows your file and picks up where it left off.
Reachable in July
Tax questions don't schedule themselves around April. An off-season call is part of what you're paying for, not a new engagement.
We handle CRA
If a return we prepared is reviewed or audited, we respond. You aren't left assembling documentation on your own.
You'll know exactly whose desk your file is on.
A decade in public accounting, spent in the corners of the Income Tax Act most practitioners route around.
Anthony is a standout tax partner who commands deep expertise in both Canadian and U.S. tax, with years of experience navigating complex returns and planning strategies at mid-sized public accounting firms. As a CFA Level 3 program candidate with a decade of public accounting experience, he fuses deep technical tax knowledge with elite analytical investment and economic insight; delivering sophisticated, proactive advice that clients trust implicitly.
- RoleManaging Partner · Partner – Tax
- ExperienceDecade in public accounting, mid-sized firms
- FocusCanadian and U.S. tax · complex returns and planning
- Direct(778) 751-2764 · info@lakeshorepartners.ca
The ones we're asked most.
What do you need from me to get started?
Last year's return and notice of assessment is enough to begin. We'll send a specific list from there — we don't ask for documents we don't need.
When should a corporation engage you?
Before year-end, not after. Once the fiscal year closes, most planning options are already gone. If your year-end falls in the next ninety days, now is the time to call.
My situation is complicated. Is that a problem?
It's the work we prefer. Multi-jurisdictional filings, corporate reorganizations, trust structures and disputed positions are where a tax practice earns its fee.
I haven't filed in several years.
That's fixable, and it's far more common than you'd think. There are programs built for exactly this situation, and the outcome is usually better when you approach CRA first. Call us before they call you.
Can you take over from my current accountant?
Yes, and it's routine. We handle the transfer of records and the CRA authorizations. You don't need to have an awkward conversation.
Let's talk before the deadline, not during it.
A short conversation now is worth more than a rushed filing in April.
Book a consultation →