Free consultation
Family, Estate Tax & Succession Planning
Protect your family’s wealth with proactive, tax-efficient strategies—freeze gains, elect rollovers, and transfer assets to your children with confidence.
35+
years preserving family wealth
1k+
estate & succession plans delivered
100%
filing accuracy across trusts & corporate records
2–4
weeks typical initial planning blueprint
Our Core Family, Estate Tax & Succession Services
Personal & Estate Tax Planning
Complete plans that project your capital gains at death, maximize credits (RRSP/TFSA), and use family trusts to minimize estate taxes so more stays with your heirs.
Estate Freeze & Trust Planning
Lock in today’s value and shift future growth to your children or a trust. We implement Section 83 and Section 84 rollovers with coordinated legal and tax documentation.
Family Wealth Transfer & Insurance Planning
Structured gifting, inheritances, and insurance funding to cover tax liabilities and avoid forced asset sales—preserving family harmony and liquidity.
Business Succession & Corporate Transition
Corporate reorganizations to transfer ownership to children, shareholders, or key employees with minimal tax exposure and continuity of operations.
Real Estate & Rental Property Tax Structuring
Trusts, holding companies, and rollovers for rental buildings, land, and commercial assets—built to retain properties in the family and reduce capital gains.
CRA & Revenu Québec Compliance
Meticulous minute books, elections, and filings that meet CRA/ARQ standards—keeping your plan compliant and audit-ready.
The Mackisen Advantage
Coordinated team of tax lawyers, CPA auditors, and accountants under one roof
Proven strategies using Section 83 and Section 84 elections, estate freezes, and trusts
Lender- and investor-ready documentation where needed for continuity planning
Meticulous records to reduce disputes and prevent costly errors
Clear, compassionate guidance for families, entrepreneurs, and investors
Bilingual, confidential service with fast, responsive turnaround
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Do you offer bilingual service (EN/FR)?
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How do your fees and packages work?
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What industries do you specialize in?
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Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
Secure Your Legacy. Start Planning Today.
Book a free estate & succession consultation—our lawyers and CPAs will design a tax-efficient plan to freeze gains, elect rollovers, and protect your family’s assets.
Talk to an expert
Secure Your Legacy. Start Planning Today.
Book a free estate & succession consultation—our lawyers and CPAs will design a tax-efficient plan to freeze gains, elect rollovers, and protect your family’s assets.
Talk to an expert
Secure Your Legacy. Start Planning Today.
Book a free estate & succession consultation—our lawyers and CPAs will design a tax-efficient plan to freeze gains, elect rollovers, and protect your family’s assets.
Talk to an expert
Trusted by 5000+ customers
Trusted by 5000+ customers
4.7
From 100+ ratings
Caroline
Review on Google
I can confidently say that they deliver a level of service that goes beyond expectations. From the very beginning, I felt like I was in good hands.
Mary Michelle Reyes
Review on Google
I had my taxes done at Mackisen Consultation Inc., and I couldn’t be more satisfied. The technicians were not only highly skilled but also took the time to explain every detail.
Houman Gholipour
Review on Google
I do my taxes for me and also all members of our family with Mackisen since more than 25 years. They are very reliable and very patient and quick to support and react.
Joey D
Review on Google
I've been going to Mackisen for over 20 years to do my taxes and for other financial advice. I couldn't be happier with their service, making finance easy to understand.
Our Core Audit & Assurance Services
Financial Statement Audit (IFRS/ASPE)
The gold standard in financial reliability. We conduct independent audits that verify every figure in your financial statements, producing an auditor’s report with full assurance and credibility. Audited financials earn immediate trust from banks, investors, and regulators—enabling smoother financing, mergers, and growth.
Review Engagement (Mission d’examen)
When a full audit isn’t required, a review provides professional credibility at a lower cost. Through analysis and inquiry, we ensure your statements are plausible and accurate, giving lenders moderate assurance and improving borrowing potential.
Compilation (Notice to Reader / Mission de compilation)
Ideal for small businesses seeking clarity and organization. We compile your financial information into professional CPA statements that strengthen loan applications and internal decision-making—even without an audit opinion.
Special Purpose and Compliance Audits
For grants, government funding, or lender covenants, we perform targeted compliance audits. Our reports help you meet the requirements of regulators, boards, and funding agencies with confidence.
Internal Controls and Risk Advisory
Protect assets and reputation with a control audit that identifies weaknesses before they become problems. We review accounting systems, fraud prevention, and IT safeguards to enhance reliability and boost lender confidence.
IFRS/ASPE Conversion and Advisory
Transitioning from ASPE to IFRS or preparing for an IPO, merger, or acquisition? We manage the conversion—from policies to restatements—ensuring compliance and clarity for global investors and partners.
The Mackisen Advantage
Financial statements accepted by major banks and investors
Faster loan and financing approvals
Lower borrowing costs through verified transparency
Stronger confidence from investors and boards
Full compliance with IFRS, ASPE, and Quebec CPA standards
Comprehensive review of internal controls and fraud prevention
All our services
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