OUR SERVICES
General Advisory
Expert Guidance, Whenever You Need It
Small business owners often face unique tax challenges that require expert advice. Our general advisory services provide year-round access to trusted tax expertise, giving you the confidence to make informed decisions whenever questions arise.
Why Choose Our General Advisory Services?
- Stay ahead of CRA regulations and avoid potential pitfalls with expert guidance.
- Whether it’s an unexpected question or a long-term strategy, we’re here to provide clarity and solutions.
- Our General Advisory services are designed with the specific needs of small business owners in mind.
Why Choose Bell Tax Advisory?
James, with over 33 years of experience in this field, including his 22+ years working at the CRA, is able to offer a unique perspective to resolve disputes efficiently and effectively. James and Bell Tax Advisory are committed to providing tailored solutions, strategic insights, and the dedicated support you and your clients need to achieve the best results.
Why Partner with Bell Tax Advisory?
Proven CRA Expertise
With over 22 years of CRA experience, we understand the inner workings of the system and how to position your case effectively.
Collaborative Legal Support
For complex cases, we partner with trusted tax law firms to ensure every angle of your objection is addressed.
Strategic Advocacy
Our team develops compelling arguments backed by evidence to secure the best possible outcome for your business.
Your Trusted Partner for CRA Disputes
At Bell Tax Advisory, we know how stressful CRA disputes can be. Our goal is to protect your interests, simplify the process, and help you move forward with confidence. Contact us today to discuss your case.
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Frequently asked questions
What does tax general advisory involve?
Tax general advisory provides ongoing access to expert advice on tax-related questions throughout the year. It’s ideal for business owners who want strategic input before making financial decisions that could trigger tax consequences. We help clients structure operations efficiently, respond to CRA inquiries, and stay compliant with evolving tax rules.
Why should I retain a tax advisor year-round?
Many tax issues arise outside of filing season. Whether you’re expanding your business, managing cash flow, or facing a CRA review, having an advisor on call gives you peace of mind and quick answers. Instead of scrambling when something goes wrong, you can get ahead of issues and make informed decisions. We provide steady, strategic support to help you stay compliant, reduce risk, and maximize financial efficiency all year long.
What types of questions can I ask under a general advisory agreement?
Clients often ask about HST, payroll deductions, business expenses, audit risks, corporate restructuring, or responding to CRA notices. Whether it’s a quick clarification or a deep strategic review, we offer the expertise to handle it. You can also consult us before making big decisions, like acquiring assets or changing ownership structures, to avoid surprises. We tailor our general advisory support to your business needs, no matter how routine or complex.
How does a general advisory retainer work?
A general advisory retainer gives you flexible access to expert advice when you need it. You’ll pay a monthly or annual fee that covers a set number of hours or services, depending on your plan. This ensures that your business has continuous support, without the stress of unpredictable hourly billing. We’ll help you choose a structure that works for your needs and budget, offering predictable, accessible tax guidance throughout the year.
Can general advisory services help prevent CRA issues?
Many tax problems can be prevented with proper planning and early intervention. General Advisory services help ensure that your filings are accurate, deductions are valid, and business decisions don’t create unintended tax consequences. We review your operations with a CRA lens and flag issues before they escalate. By working with Bell Tax Advisory, you stay ahead of the curve and avoid costly disputes later on.
