Boyer & Boyer, CPA

Boyer & Boyer, CPA Soyez confiant et prêt dans votre avenir financier / Be confident and prepared for your financial future

Are you administering an estate involving investment income, rental property, multiple beneficiaries, missed returns or ...
09/03/2026

Are you administering an estate involving investment income, rental property, multiple beneficiaries, missed returns or CRA correspondence?

Trust and estate tax work can involve separate filing periods, T3 returns, beneficiary distributions, post-mortem tax obligations and detailed supporting records. Mistakes may delay administration or create added risk for executors and trustees.

At Boyer & Boyer, CPA, we support complex trust and estate tax matters through:

• T3 return preparation and filing
• Executor and trustee tax support
• Succession and estate tax planning
• post-mortem tax compliance
• CRA audit, objection and disclosure support
• Investment-income tax planning for trusts and estates

Speak with our Ottawa CPA team about the tax obligations connected to your trust or estate.

Learn more: https://boyer-boyer.com/taxes-for-trusts-and-estates/

Are you preparing to distribute assets from an estate? Before making a final distribution, an executor or estate trustee...
08/26/2026

Are you preparing to distribute assets from an estate?

Before making a final distribution, an executor or estate trustee should confirm that the required tax returns have been filed, assessed and paid. A CRA clearance certificate confirms that the legal representative has addressed the estate’s outstanding tax obligations covered by the certificate.

Distributing estate property too soon may expose the executor or trustee to personal liability for unpaid amounts.

Our article explains what to confirm before requesting a CRA clearance certificate and distributing the remaining estate assets to beneficiaries.

Read the article: https://boyer-boyer.com/cra-clearance-certificate-for-an-estate-what-estate-trustees-executors-should-confirm-before-distribution/

We’re proud to share that Gabriel Morin, our CPA trainee, has been named to the CPA Ontario June 2026 CFE National Honou...
08/21/2026

We’re proud to share that Gabriel Morin, our CPA trainee, has been named to the CPA Ontario June 2026 CFE National Honour Roll.

This recognition reflects Gabriel’s hard work, dedication and commitment to excellence as he continues his path toward becoming a Chartered Professional Accountant.

Congratulations, Gabriel, on this outstanding achievement. We’re proud to have you as part of the Boyer & Boyer CPA team.

Learn more about the June 2026 CFE National Honour Roll: https://www.cpaontario.ca/cfe-2026-june/hr

What happens to your foreign income after you move to Canada? Your Canadian tax obligations may depend on when you becam...
08/19/2026

What happens to your foreign income after you move to Canada?

Your Canadian tax obligations may depend on when you became a resident for tax purposes, the type of foreign income you receive, the assets you own and the records available from your arrival date.

Our blog post covers:

• Canadian tax residency timing
• Reporting foreign and worldwide income
• Foreign business and self-employment income
• T1135 foreign-property reporting
• Foreign tax credits
• Arrival-date values for investments and other assets
• Records to bring to your first CPA meeting

Review these requirements before filing your first Canadian return or changing an existing business arrangement.

Read the article: https://boyer-boyer.com/moving-to-canada-while-continuing-to-earn-foreign-income/

Is your personal tax situation becoming harder to manage each year? Multiple income sources, investment transactions, re...
08/12/2026

Is your personal tax situation becoming harder to manage each year?

Multiple income sources, investment transactions, retirement withdrawals and foreign assets can turn one return into a much larger tax file. Our Ottawa CPAs review how the pieces connect, prepare the required filings and help you plan for future tax years.

At Boyer & Boyer, CPA, we help Ottawa individuals and families assess the full tax picture. Our personal income tax services include:

• Personal tax return preparation and filing
• Personal tax planning and advisory
• CRA compliance and audit support
• Canadian reporting for foreign income and assets
• Retirement and investment tax planning
• Tax training and education

If several parts of your financial life affect the same return, speak with our Ottawa CPA team before filing.

Learn more: https://boyer-boyer.com/personal-income-tax-accountants-ottawa/

Will your financial statements stand up to the scrutiny of the people who rely on them? Lenders, boards, investors, regu...
08/05/2026

Will your financial statements stand up to the scrutiny of the people who rely on them?

Lenders, boards, investors, regulators, funders, and members need confidence in the numbers they are reviewing. That requires the right level of independent assurance for your organization’s reporting requirements and stakeholder expectations.

Whether you need an audit, review engagement, or compilation, the engagement should support clear reporting, stronger accountability, and informed decision-making.

Boyer & Boyer provides licensed audit and assurance services for Ottawa businesses, condominium corporations, not-for-profits, and other organizations with complex reporting needs.

Learn more about our audit and assurance services:
https://boyer-boyer.com/ottawa-audits-and-assurance/

Is your corporate tax support keeping up with your business? Growth plans, ownership changes, shareholder compensation, ...
07/31/2026

Is your corporate tax support keeping up with your business?

Growth plans, ownership changes, shareholder compensation, investments, and CRA correspondence can all require timely advice throughout the year. Waiting until T2 filing season can leave businesses reacting to issues that could have been addressed earlier.

Boyer & Boyer works with Ottawa businesses that need more than basic corporate tax preparation. Our services combine tax planning, compliance, T2 filing, and CRA audit support for businesses managing more complex tax matters.

Learn more about our corporate tax services:
https://boyer-boyer.com/corporate-tax-accountants-ottawa/

Corporate tax becomes more consequential when business decisions start affecting ownership, compensation, investments, e...
07/29/2026

Corporate tax becomes more consequential when business decisions start affecting ownership, compensation, investments, expansion plans, and long-term profitability.

At that point, the question is not simply whether the company is compliant. It is whether its CPA firm understands the broader business context well enough to identify tax implications before key decisions are finalized.

For complex businesses, strong corporate tax support brings planning, structure, compliance, and CRA readiness into the same conversation. It gives management a clearer view of potential exposure and helps prevent tax issues from becoming more difficult to address later.

Our latest article explores what to look for when choosing corporate tax support for a more complex business.

Read the full article:
https://boyer-boyer.com/corporate-tax-support-complex-businesses/

A CRA audit notice can put a corporation under immediate pressure. Before responding, it helps to understand exactly wha...
07/15/2026

A CRA audit notice can put a corporation under immediate pressure.

Before responding, it helps to understand exactly what CRA is requesting, which records support your position, and whether the scope of the review could expand.

A rushed reply can create unnecessary questions or leave important context out of the conversation. Getting organized early gives your corporation a stronger starting point.

Read our guide on what to do before responding to a CRA audit notice:
https://boyer-boyer.com/cra-audit-help-for-corporations-what-to-do-before-you-respond/

Address

1 Rothwell Drive
Ottawa, ON
K1J7G3

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Alerts

Be the first to know and let us send you an email when Boyer & Boyer, CPA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category