Reviews

We were looking for insight into a new venture, and if we should do it as part of our corporation or set up a new company. Jan gave us more than the simple answer to the question. She helped us to understand the nature of the interactions between the companies involved, tax ramifications of structuring the deal, as well as the most effective and profitable strategy for how we classify associated cost of goods internally. She helped us to understand issues within our accounting systems and how that information would help us to have a deeper and more genuine insight into each step of the process between sales, product fulfillment and billing. The new venture is up and running (well) and we have a stronger insight into how our businesses are performing. We've also reduced our tax bill. If you're looking for someone who is simply going to tell you what you want to hear, this might not be your attorney. If you're looking for the right answer, and expertise that crosses many valuable business disciplines (like we were), then Jan is a perfect fit. Highly recommend.

Jan and her team provided my wife and me with some very helpful tax and estate planning services and got us on track to obtaining the most advantageous tax position possible on our rental properties.