Free consultation
Investment, Stocks, Shares & Cryptocurrency Tax Services
Invest smarter and keep more—capital gains optimization, crypto compliance, and accurate reporting for stocks, funds, options, and private shares.
35+
years serving Quebec investors
1k+
investment/crypto files prepared annually
99%
on-time CRA/ARQ filings
$100k
capital losses optimized across clients yearly*
Our Core Investment, Crypto & Capital Gains Tax Services
Stock & Share Sales (Public & Private)
End-to-end gain/loss calculations with clean Adjusted Cost Base (ACB) tracking, split/dividend adjustments, and Schedule 3/T5008 reconciliation—plus LCGE support for qualified small business shares.
Cryptocurrency & NFT Taxation
Full workflow for trading, staking, mining, airdrops, and DeFi—capital gains vs. business income analysis, CAD valuation at disposition, wallet/exchange reconciliation, and audit-ready ledgers.
Mutual Funds, ETFs & Dividend Income
T3/T5 slip reconciliation, reinvested distribution ACB adjustments (to avoid double tax), eligible vs. non-eligible dividend credit optimization, and superficial loss rule checks.
Stock Options & Private Equity
Modeling and filings for employee options, Section 85 rollovers, and reorganizations—FMV support, election planning, and timing strategies to reduce tax on exercise/disposition.
Foreign Assets & T1135 Compliance
T1135 preparation for offshore securities/crypto and foreign accounts, with foreign tax credit optimization to prevent double taxation.
Capital Loss Planning & Carryforwards
Realization strategies, carrybacks/carryforwards, and year-end harvesting—coordinated with superficial loss rules and future liquidity events.
The Mackisen Advantage
Integrated team of CPAs, auditors, and tax lawyers under one roof
Precise ACB and cost-basis reconstruction for brokers, wallets, and custodians
Proactive planning to preserve capital gains treatment and reduce reassessment risk
Secure, cloud-based document portal and brokerage/wallet data ingestion
Investor-ready documentation for lenders, compliance, and audits
Bilingual, confidential support with clear scopes and timelines
* Illustrative aggregate across engagements; savings depend on records, strategy, and eligibility.
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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?
Trade. Report. Save.
Book a free investment tax consultation—our CPA team will reconcile your trades, classify income correctly, and file on time while optimizing capital gains.
Talk to an expert
Trade. Report. Save.
Book a free investment tax consultation—our CPA team will reconcile your trades, classify income correctly, and file on time while optimizing capital gains.
Talk to an expert
Trade. Report. Save.
Book a free investment tax consultation—our CPA team will reconcile your trades, classify income correctly, and file on time while optimizing capital gains.
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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