📍 Ottawa Office: Suite 204, 78 George Street By Appointment Only
📞 (613) 695-2955 ⏱️ Mon–Fri: 9:00 AM – 5:00 PM EST
🏛️ Accounting · Business Strategy · Tax Advisory

Strategic Financial & Tax Advisory for Growing Canadian Enterprises

From proactive corporate tax planning and Compilation Engagement reporting to specialized US-Canada cross-border filings, PAC Consulting provides partner-led advisory tailored to business founders, incorporated professionals, and expanding ventures.

Corporate Tax Structuring
Compilation Engagement Reports
Cross-Border Tax Advisory
Executive Firm Brief Ottawa, ON
Core Focus
Corporate Tax, Financial Reporting & Advisory
Specialized Extension
Bilateral Canada-US Cross-Border Tax Compliance
"We do not merely report past figures; we structure your operations for forward tax efficiency, regulatory compliance, and enduring enterprise value."
Professional Practice
Partner-Led Accounting & Advisory Services
Pillar I

Corporate Tax Planning

Section 85 rollovers, holding companies, T2 compliance, and intercorporate loan structuring.

Pillar II

Accounting & Reporting

Compilation Engagement reports (CSRS 4200), complex journal entries, and cash flow forecasting.

Pillar III

Cross-Border Tax

US 1040/1120 returns, US real estate taxation, FIRPTA recovery, and ITIN processing.

Pillar IV

Strategic Advisory

Feasibility studies for bank financing, growth roadmaps, and business planning.

Financial & Tax Advisory

Tailored accounting, corporate taxation, and advisory solutions engineered to protect cash flow, ensure compliance, and support long-term growth.

Core Practice

Corporate & Personal Tax Planning

Strategic tax planning designed to minimize liabilities, optimize owner-manager remuneration, and maintain strict CRA compliance.

  • Corporate Tax Preparation (T2 returns, GST/HST compliance & filing)
  • Executive & Owner-Manager Personal Filings (T1 Personal & T3 Trust Returns)
  • Section 85 Asset Rollovers & Corporate Reorganizations
  • Canadian Real Estate Tax Advisory & Change-in-Use Election Planning
Explore Corporate Tax Planning →

Accounting & Financial Reporting

Accurate, reliable financial statements and management accounting that provide clarity for lenders, shareholders, and operational planning.

  • Compilation Engagement Financial Statements (CSRS 4200)
  • Complex Journal Entries & General Ledger Adjustments
  • Dynamic Cash Flow Projections & Working Capital Analysis
  • Corporate Operating Budgets & Multi-Year Financial Forecasts
View Accounting Engagements →
Specialized Practice

Cross-Border Tax & US Real Estate

Specialized dual-country tax advisory for Canadians with US investments, rental properties, business operations, or US citizenship obligations.

  • US Personal Returns (Form 1040 for citizens/expats, 1040NR non-resident)
  • US Corporate & Partnership Tax Filings (Form 1120 & 1065)
  • Cross-Border Real Estate Structuring & FIRPTA Withholding Relief
  • IRS ITIN (Individual Taxpayer Identification Number) Applications
Learn About Cross-Border Services →

Business Strategy & Feasibility

Practical advisory and financial modeling for entrepreneurs evaluating new ventures, securing commercial debt, or mapping long-term growth.

  • Commercial Feasibility Studies for Financing & Capital Allocation
  • Bank-Ready Business Plans for Startups & Scaling Enterprises
  • Strategic Planning Roadmaps & Operational Milestone Design
  • Custom Executive Strategy & Financial Impact Reports
Discuss Strategic Advisory →
Specialized Advisory Capability

Managing US–Canada Bilateral Tax Obligations

While our core work centers on Canadian corporate and personal tax planning, we provide a vital specialized extension for clients with cross-border exposure. We ensure full compliance under the Canada-US Tax Treaty while mitigating double-taxation risks.

Inquire About Cross-Border Advisory
Specialized Protocols Covered
1

US Real Estate Taxation & FIRPTA

Handling rental income reporting and withholding requirements for Canadians disposing of or leasing US real estate.

2

Dual-Filer Compliance

Form 1040, FBAR, and FATCA reporting for US citizens and permanent residents living in Canada.

3

Cross-Border Entity Expansion

Advising on branch vs subsidiary structures and corporate reporting (Forms 1120 and 5472) for cross-border operations.

"We believe businesses thrive when their financial records and tax strategy work in total alignment. We don't just file forms—we build clarity and resilience for the future."

PAC Consulting Advisory Philosophy
Ottawa, Ontario

Experienced Partners In Your Business

Located in Ottawa on George Street, PAC Consulting was built on the principle that growing businesses and property owners deserve proactive, strategic counsel rather than impersonal compliance filing.

Our firm delivers senior-level guidance across corporate tax reorganizations, financial reporting, and selective cross-border solutions. We take the time to understand your corporate structure so every filing supports your commercial goals.

Senior Advisor Access
Direct engagement with experienced professionals on every phase of your file.
By-Appointment Privacy
Confidential consultations in our ByWard Market executive offices in Ottawa.

Insights for Business Owners & Investors

Practical guidance on Canadian tax rules, corporate structuring, and cross-border developments—written to help you make informed decisions.

Tax Implications of Intercorporate Loans in Related Companies

When business owners operate multiple corporations, moving funds between them is common. Learn how proper loan agreements and CRA rules prevent unintended tax penalties and shareholder benefit assessments.

Read Article →

Converting Property: Understanding CRA Change-in-Use Rules

Turning a home into a rental or moving back into an investment property triggers a deemed disposition. Discover how elections under subsection 45(2) and 45(3) can defer capital gains tax.

Read Article →

Section 85 Rollovers: Transferring Assets Without Immediate Tax

Incorporating a sole proprietorship or shifting investments to a holding company triggers capital gains unless properly structured. Learn how Form T2057 elections legally defer tax.

Read Article →

Canadians Owning U.S. Real Estate: Taxation & Structuring Guide

A clear overview of how Canadian residents are taxed on US rental property and sales. Covers IRS withholding under FIRPTA, effectively connected income elections, and Canadian foreign tax credits.

Read Article →

US Citizens in Canada: Dual Tax Filing & Foreign Tax Credits

Navigate citizenship-based taxation with confidence. Understand Form 1040, Form 1116 Foreign Tax Credits, FBAR thresholds, and why Canadian TFSAs require careful cross-border planning.

Read Article →

Strategic Plan vs. Business Plan: Choosing the Right Roadmap

Are you seeking bank financing or internal executive direction? Clarify when your enterprise needs a bank-ready business plan versus an internal multi-year strategic blueprint.

Read Article →
Confidential Inquiry

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📍
Ottawa Office Location
Suite 204, 78 George Street
Ottawa, ON K1N 5W1
📞
Telephone
(613) 695-2955
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Office Hours
Monday – Friday: 9:00 AM – 5:00 PM EST
Inquiries are reviewed by senior staff within 24 business hours.

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