We provide a one-stop shop for our clients.
Through our principal, Heather McGeorge, who is uniquely qualified as a:
- Tax lawyer (JD, LL.M(Tax))
- Canadian Chartered Accountant (CPA,CA)
- US Certified Public Accountant (CPA(Illinois))
- Certified Financial Planner (CFP)
We offer integrated tax and estate planning strategies tailored to our clients’ specific objectives, wills and trusts, taxpayer representation and dispute resolution services, voluntary disclosures and tax return preparation for individuals, corporations and trusts.
Ms. McGeorge also prepares U.S. personal tax filings and submissions under the IRS Streamlined Foreign Offshore compliance procedures through her cross-border accounting practice, Heather E. McGeorge CPA CA (firstname.lastname@example.org).
All files are handled personally by Heather McGeorge, providing you with the benefit of efficiencies in dealing with both a lawyer and an accountant in one service provider; including the protection of solicitor-client privilege that an accountant alone cannot offer. You also benefit from having your file handled by a qualified lawyer/accountant as opposed to a paralegal or junior associate. Where appropriate, we use the skills of an experienced law clerk to optimize efficiency in the delivery of services and reduce costs.
If you are looking to protect your assets and your estate through tax minimization and tax deferral to the next generation, gain peace of mind through an appropriately drafted will and power of attorney documents, through properly completed tax filings or having a tax expert deal with the CRA on your behalf, contact our office today to arrange a consultation.
Our Principal, Heather McGeorge
Heather McGeorge is a lawyer and both a Canadian and U.S. designated accountant specializing in domestic and cross-border U.S. and Canadian tax and estate planning. Ms. McGeorge brings over 20 years combined legal and accounting experience dealing with high net worth families and executives in both a domestic and cross-border context. Her experience includes work with Big Four accounting firms in corporate and general tax as well as over 10 years specializing in cross-border Canadian and U.S. personal tax as a Senior Manager with Ernst & Young LLP.
After attending law school, Ms. McGeorge articled with a prominent tax litigation boutique in Toronto where she assisted clients in resolving disputes with the Canada Revenue Agency and provincial tax authorities, bringing forward unreported income under the voluntary disclosure program and preparing applications for taxpayer relief. Her more recent experience involves advising high net worth families, individuals and executives on wealth management strategies including all aspects of personal and private corporations’ tax and US personal and estate tax.
In addition to her legal and accounting designations, Ms. McGeorge has completed an LL.M in taxation law from Osgoode Hall Law School, the CICA Advanced Tax Issues for the Owner-Managed Business, the CICA In-Depth Tax Course, Osgoode Professional Development’s Wills and Estates Intensive Workshop and she is a Certified Financial Planner. She is also an Executive Member of the Ontario Bar Association Tax Law Section, a member of the Trusts and Estates Section and the Canadian Tax Foundation.