Workflow
How We Work
1. Initial Consultation & Needs Assessment
We begin with an in-depth discussion to understand client objectives, background, and specific tax and wealth considerations.
2. Tax & Asset Structure Review
Comprehensive review of financial, tax, and asset structures to establish a clear baseline.
3. Risk Identification & Needs Evaluation
Identification of tax, compliance, and structural risks, combined with a detailed evaluation of client needs.
4. Comprehensive Tax & Trust Structure Design
Development of an integrated tax and trust structuring solution aligned with long-term objectives.
5. Implementation Support
Hands-on support throughout the execution phase, including coordination with relevant advisors.
6. Long-Term Maintenance & Annual Review
Ongoing monitoring, maintenance, and annual structure reviews to ensure continued effectiveness and compliance.
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What we do
Comprehensive Tax Planning
JADE CPA’s tax planning expertise covers both corporate and individual needs, with emphasis on practicality, compliance, and structural soundness.
CRA Audit & Tax Appeal Support
JADE CPA provides experienced representation and strategic support to clients undergoing CRA audits, reviews, objections, and appeals, helping manage risk, protect taxpayer rights, and achieve efficient and defensible outcomes.
Trust Structuring & Estate Planning
JADE CPA provides comprehensive trust structuring and estate planning services designed to help high-net-worth families and family offices preserve wealth, manage risk, and ensure smooth intergenerational transitions.