The structure you choose today determines how much tax you pay, how well you're protected, and how easily you can grow or exit tomorrow. We design and maintain the right corporate architecture — on both sides of the border.
From first incorporation to multi-entity restructuring — we build and maintain the legal and compliance foundation your business stands on.
Federal CBCA and provincial incorporations across Ontario, BC, Alberta, and all other provinces — with the right jurisdiction chosen based on your business model, owners, and growth plans.
LLC, C-Corp, and S-Corp formations across all US states — including Delaware, Wyoming, and New York — with registered agent appointment and operating agreement drafting.
Design of holding and operating company structures to protect assets, enable income-splitting, facilitate future sale, and minimize corporate and personal tax.
Comprehensive shareholder agreements covering share transfers, buy-sell provisions, decision-making rights, dispute resolution, and founder vesting — protecting all parties.
Section 85 rollovers, amalgamations, share exchanges, and corporate reorgs — restructuring your existing entities to achieve better tax efficiency and legal protection.
Multiple share class structures (common, preferred, special) designed to allow income splitting, capital gains planning, and future equity issuance to investors or employees.
Complete preparation and maintenance of corporate minute books — including registers of directors, officers, shareholders, and all corporate resolutions required by law.
Timely preparation and filing of annual returns with provincial registries, Corporations Canada, and state agencies — preventing corporate dissolution and maintaining good standing.
Annual and special resolutions for dividends declared, officer appointments, banking arrangements, fiscal year-end changes, and all other corporate actions requiring board approval.
Preparation of share transfer agreements, share certificates, and all registry updates for new share issuances, transfers between shareholders, and redemptions.
Filing amendments to articles of incorporation for name changes, share structure modifications, and updates to corporate restrictions — in Canada and the US.
Remediation of years of missed corporate filings, unwritten resolutions, and incomplete minute books — bringing your corporate records fully up to date and legally sound.
Structuring dual-entity arrangements — Canadian corporation with US subsidiary (or vice versa) — designed to minimize permanent establishment risk and optimize tax treaty benefits.
Registering your Canadian corporation to do business in US states, or qualifying a US entity to operate in Canadian provinces — including registered agent appointments.
Management fee agreements, licensing arrangements, and intercompany loan agreements between related Canadian and US entities — supporting transfer pricing documentation.
Contemporaneous transfer pricing policies and documentation for intercompany transactions — satisfying both CRA and IRS requirements and reducing audit risk.
Assessing whether your business activities in the other country create a taxable presence — and structuring operations to manage PE exposure under the Canada–US Tax Treaty.
Preparing your corporate structure for a future sale or ownership transition — maximizing the Lifetime Capital Gains Exemption and minimizing cross-border exit taxes.
The wrong entity type costs you in taxes, protection, and flexibility. Here's how the most common structures compare — so you understand what's at stake.
| Feature |
🇨🇦 CCPC
Canadian Corp
|
🇨🇦🇺🇸 HOLDCO
Holding Structure
|
🇺🇸 LLC
US Limited Liability
|
🇺🇸 C-CORP
US Corporation
|
|---|---|---|---|---|
| Limited Liability | ||||
| Small Business Tax Rate | ||||
| Income Splitting | ||||
| Capital Gains Exemption | ||||
| US Operations Friendly | ||||
| Investor / VC Friendly | ||||
| Asset Protection (Holdco) |
A corporation that misses its annual filings risks administrative dissolution — losing its legal standing and exposing directors to personal liability. We track every deadline, for every entity you own.
Many business owners don't know their corporation has been administratively dissolved until they try to sell the business, apply for a loan, or sign a major contract. By then, the remediation is costly and time-consuming.
Corporate compliance isn't just paperwork — it's the legal foundation of everything you've built. We treat it with the seriousness it deserves.
We handle corporate compliance on both sides of the border. One team manages your Canadian and US entities — no coordination gaps, no duplicated effort.
Because we also handle your tax filings, our structural recommendations are always tax-optimized — holding companies, share classes, and rollovers designed to minimize your tax bill from day one.
You'll never miss a filing deadline. We track every annual return, resolution, and government deadline for every entity you own — and notify you well in advance.
We maintain your corporate records from incorporation through every board resolution — so when a bank, buyer, or lawyer requests your minute book, it's ready and complete.
A single advisor manages your entire corporate governance picture — understanding your business, your family, and your long-term goals when advising on structure changes.
Not sure if your current structure is optimal? We'll review it at no charge and tell you exactly what's working, what's risky, and what could be improved.
Book a Free ReviewAll packages are tailored to your entity count, complexity, and jurisdictions. Contact us for a precise scope and fee.
For entrepreneurs incorporating for the first time — or sole proprietors transitioning to a corporation.
For active corporations needing complete, ongoing secretarial compliance managed professionally.
For multi-entity groups, holding structures, or businesses operating in both Canada and the US.
Corporate structuring and compliance decisions have long-term consequences. Here are the questions business owners ask us most often.
Ask Us AnythingWhether you're incorporating for the first time, restructuring for better tax efficiency, or cleaning up years of missed compliance — we handle it all, precisely and professionally.
