Financial services and fintech support for CPA firms
Specialized indirect tax support for financial-sector client matters.
Financial services rules can affect tax status, input tax recovery, elections and reporting. Add experienced support without expanding your permanent team.
When to call
You may be facing this situation if…
- A client may be a listed or selected listed financial institution.
- A new fintech product or payment flow requires tax characterization.
- Input tax recovery, attribution or compliance methodology needs review.
Selected experience
Regularizing SLFI status and recovering tax through annual returns.
A voluntary disclosure limited historical exposure, while the required annual calculations revealed substantial refunds for recent and future periods.
View the experienceApproach
The objective is not to complicate the file. It is to identify the issue, support the position and give the firm and client a practical way forward.
Have a matter to discuss?