Corporate Finance
From first valuation to final close, Meravon guides owners and acquirers through the most consequential financial events of their…
Explore →Tax Strategy
Tax planned with the whole picture in view
For owner-managed businesses, corporate, personal, and estate tax are one system. Meravon plans them together — so structure, compensation, and succession decisions keep more of what you build.
The practice
Tax is where many firms start. For Meravon, it is where advisory work is protected. A brilliant transaction, an efficient capital raise, or a well-run company can all leak value through structures that were never designed — only accumulated.
Our tax practice serves owner-managers and their companies as a single client. We design corporate structures, compensation and dividend strategy, and succession plans that are coherent across the corporate, personal, and trust layers — and we keep them compliant as legislation moves.
When the CRA calls, we answer. Our team represents clients through reviews, audits, and objections with the documentation discipline that resolves matters quickly and quietly.
What this practice covers
- Corporate Tax
- Personal Tax
- Trust & Estate Tax
- Estate Planning
- Compensation Planning
- GST/HST
- Tax Planning
- CRA Representation
- Reorganizations
- Succession Structuring
What you gain
- An integrated structure across corporate, holding, trust, and personal layers
- Compensation and dividend strategy optimized annually, not by habit
- Succession and estate plans that protect the business and the family
- Transaction structures that preserve after-tax proceeds
- Confident, experienced representation in every CRA interaction
How an engagement runs
Structure review
A full-picture review of entities, ownership, compensation, and exposure.
Plan design
Prioritized recommendations with quantified impact, sequenced with legal counsel.
Implementation
Elections, reorganizations, and filings executed with precision.
Annual stewardship
Ongoing compliance and an annual planning cycle that adapts as rules and goals change.
Common questions
Do you prepare tax returns or only plan?
Both. Compliance without planning wastes opportunity; planning without compliance creates risk. Engagements typically pair annual corporate and personal filings with a proactive planning calendar.
We already have an accountant. Where does Meravon fit?
Often as the planning and advisory layer above an existing compliance relationship — particularly around transactions, reorganizations, succession, and CRA disputes. We collaborate readily with incumbent accountants and lawyers.
Can you help with a CRA audit that's already underway?
Yes. Engage us early: we take over correspondence, control the documentation flow, and manage the file toward resolution — including objections and appeals where warranted.
Related practices
Often engaged together
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Explore →Start the conversation
Let's talk about what's next for your company.
The initial executive consultation is complimentary, confidential, and genuinely useful — you'll leave with perspective you can act on, whether or not we work together.