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Optimize Your Business. Minimize Taxes. Protect Your Wealth.
As a successful business owner, your financial strategy shouldn’t stop at basic tax compliance. You need a proactive tax plan that maximizes profits, optimizes your corporate structure, and ensures long-term financial efficiency. That’s where we come in.
At Nicole Madaisky CPA Inc., we specialize in high-level corporate tax planning, cross-border structuring, and fractional CFO advisory for business owners earning $500K-$5M+. Whether you’re scaling your business, expanding into the U.S., or preparing for long-term wealth preservation, we provide the strategic financial guidance you need to thrive.
Corporate Tax Strategy & Business Structuring
Optimize Your Business for Tax Efficiency & Growth
Your business structure directly impacts how much you keep versus how much you lose to taxes. Our corporate tax strategy service ensures your company is structured for maximum profitability, legal protection, and tax efficiency—so you’re not leaving money on the table. This service is designed for business owners who want to minimize tax liabilities, optimize compensation strategies, and ensure long-term financial flexibility.
What’s Included:
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Entity Optimization: Ensure the right structure (Holding Co, Opco, Trusts, etc.) for asset protection and tax efficiency.
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Owner Compensation Strategy: Salary, dividends, or a combination—customized to minimize tax and optimize wealth accumulation.
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Income Splitting & Tax Deferral Strategies: Maximize tax savings through family member remuneration and profit-sharing (where applicable).
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Corporate Profit Retention & Growth Planning: Ensure long-term tax-efficient strategies for reinvestment, shareholder distributions, and wealth building.
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Implementation Roadmap: A clear, actionable plan with guidance on structuring changes and next steps.
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Comprehensive Tax Strategy Report: Summarizes recommendations, tax impact, and implementation steps.
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60 Days of Post-Implementation Support: Ensuring smooth execution and addressing any follow-up questions.
Ideal for: Business owners seeking to reduce corporate tax liability, improve cash flow, and build long-term financial flexibility.
Fractional CFO & Advanced Financial Strategy
Expert CFO-Level Tax Planning and Financial Strategy Without the Full-Time Hire
Growing businesses need proactive financial oversight and tax planning to maximize profitability and minimize risks. This ongoing advisory service provides the high-level financial leadership of a CFO without the overhead of a full-time hire. Designed for business owners who want continuous tax optimization, financial forecasting, and expert guidance to make strategic decisions with confidence.
What’s Included:
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Monthly or quarterly CFO strategy meetings
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Ongoing tax planning and optimization
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Cash flow forecasting and financial oversight
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Profit distribution and tax efficiency strategy
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Coordination with legal, investment, and financial teams
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Proactive tax compliance monitoring
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Monthly or Quarterly Reports including:
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Cash Flow & Profitability Report
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Quarterly Tax Optimization Summary
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Owner Compensation & Distributions Review
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KPIs & Financial Health Report (if applicable)
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Ideal for: Business owners who need long-term financial strategy, tax planning, and CFO-level insight to optimize profitability and scale sustainably.
Cross-Border Tax Strategy (U.S. & Canada)
Seamless Tax Structuring for Business Owners Expanding Between the U.S. and Canada
Expanding across borders introduces complex tax challenges that can erode profitability and create compliance risks. This service ensures that your cross-border business structure is optimized for tax efficiency, regulatory compliance, and long-term financial success. Designed for business owners with operations, income, or residency across the U.S. and Canada who want to minimize tax burdens and avoid costly mistakes.
What’s Included:
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Cross-border tax compliance and entity structuring
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Tax treaty analysis and optimization
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U.S./Canadian payroll tax and withholding strategies
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Foreign tax credit and residency planning
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Implementation guidance for seamless integration with your financial operations
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Cross-Border Tax Strategy Plan summarizing entity structure, compliance checklist, and next steps
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60 Days of Post-Implementation Support
Ideal for: Business owners expanding into the U.S. or Canada who need a proactive tax strategy to minimize risks, optimize compliance, and protect profits.
Corporate Restructuring & Exit Planning
Strategic Tax Planning for Business Sales, Restructuring, and Ownership Transitions
A poorly structured business sale, succession plan, or corporate reorganization can create massive tax liabilities and financial inefficiencies. This service ensures that your restructuring or exit is executed in the most tax-efficient way possible, preserving wealth and reducing unnecessary tax exposure. Designed for business owners preparing for a sale, ownership transition, or internal restructuring who want to protect assets and maximize financial outcomes.
What’s Included:
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Business restructuring for tax optimization and liability protection
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Ownership transition planning
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Tax-efficient exit and succession strategy
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Coordination with legal and financial advisors to ensure a seamless transition
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Corporate Restructuring & Exit Plan summarizing restructuring recommendations, tax impact analysis, and legal coordination checklist
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60 Days of Post-Implementation Support
Ideal for: Business owners planning a sale, restructuring, or leadership transition who want to optimize tax outcomes and ensure a smooth financial transition.
Tax Compliance & Filings
Ensure your business meets all tax filing requirements with expert corporate and personal tax compliance services. This service is available for business owners who need reliable tax filing support alongside their financial strategy.
What’s Included:
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Corporate Tax Filing (T2): Preparation and filing of corporate income tax returns for incorporated businesses.
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Personal Tax Filing (T1): Individual tax return preparation for business owners and shareholders.
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HST Filing & Payroll Compliance: Sales tax (GST/HST) and payroll remittance filings to ensure CRA compliance.
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Financial Statement Preparation (If Needed): Preparation of compiled financials for tax reporting purposes.
Important Notes:
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Tax Compliance is separate from tax strategy and planning. If you require tax restructuring or optimization, please see our Corporate Tax Strategy & Business Structuring service.
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If additional bookkeeping or corrections are needed before filing, a separate engagement will be required.
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Compliance services are available to business owners and corporate clients only.
