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Individuals
With a deep understanding of tax regulations in both Canada and the United States, we are committed to providing tailored solutions to optimize your financial well-being. Explore how our expertise can optimize your financial success, no matter where you call home.
Overview
At Smythe, we work closely with individuals in Canada, the United States, and internationally to manage the complexities of their personal financial needs. While we specialize in cross-border personal tax optimization, our services also range from estate planning and private wealth management strategies to litigation support. We collaborate with experts across our firm to provide a holistic approach to meet your individual objectives.
What We Offer
Canadian Tax Planning & Consulting
Our trusted tax advisors can decode taxation complexities for you, developing strategies and solutions to ensure compliance and maximize financial success. We have decades of expertise working closely with high net–worth individuals throughout the year to determine the best approach for their unique situation—ranging from single, married, divorced or widowed individuals, business owners, cross-border employees, and more.
Cross-border & US Tax
Our team of cross-border experts provide individuals with both technical and practical inputs to ensure they are fully compliant with laws in both the US and Canada. Our range of services includes personal tax returns in both Canada and the US, navigating reporting obligations when moving to and from Canada, advising on US estate and gift tax reporting, and advice with purchasing international real estate.
Estates & Trusts
Proper planning with the right advisor can help ensure your estate is dealt with according to your wishes in the most tax-efficient manner. Amongst our team of experts, we have decades of practical experience with estate and succession planning for high-net-worth individuals and families. We work to protect your legacy, understand your unique goals, and reduce your long-term tax burden.
Litigation Support
Our experienced team is equipped to provide independent and objective valuation services for matrimonial and shareholder litigation. For most, litigation proceedings can be emotional and stressful. In times of such uncertainty, Smythe’s advisory team can contribute invaluable financial expertise to your legal team, giving you much-needed peace of mind. You can rest assured that we will work closely with your lawyers to analyze complex economic, financial and accounting issues.
