You've just taken the most important step toward a tax position that actually works for you — not just one that's technically compliant. Here's exactly what happens next.
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Every diagnostic is personally reviewed — nothing is templated or auto-generated.
A clear, complete report: what's working, what's exposed, and the moves available to you.
A personal video review call to explain findings and map out next steps.
A diagnostic is a snapshot — a clear picture of your structure, your risk, and your opportunities today. Advisory is what turns that snapshot into results: we implement the recommendations, adjust your structure as your business changes, and keep you ahead of CRA requirements all year — not just at tax time. It's the difference between knowing what to fix and actually having it fixed, and kept that way.
We regularly help business owners restructure — HoldCos, OpCos, trusts, share reorganizations, and entity clean-up — so the structure identified in your diagnostic is actually implemented and filed correctly.
We don't wait for a problem to become a notice. Our approach is proactive tax planning built around staying ahead of CRA requirements.
Kilpatrick CPA has been advising business owners and families since 1988. You get direct access to your accountant and a relationship where you're a client, not a file number.
Nicholas Kilpatrick, CPA, CGA, has been with the firm since 2009, leading corporate advisory, tax optimization, and strategic planning — backed by 30+ years advising Canadian business owners.
