John R. Mott

By: John Mott  09-12-2011
Keywords: Tax, Tax Services, Estate Planning

Corporate Tax Services

We provide a complete tax planning and compliance service to corporations on a contract basis. We function, in essence, as an outsourced tax department. We have specialized experience in serving the Canadian subsidiaries of non-Canadian parent companies.

Employer & Employee Consulting

We advise on a wide range of matters pertaining to employment, including employment contracts, taxable benefits, stock options and other incentive compensation plans, relocations, and transfers to and from Canada. We also provide financial seminars and counselling for continuing and exiting employees in the public and private sectors.

Retirement & Estate Planning

For individuals planning their retirement, we prepare financial projections and provide objective and independent advice on financial matters. For individuals making their wills and planning their estates, we advise on plans and techniques for minimizing taxes and other related matters such as family trusts and charitable planned giving.


We provide tax compliance and planning services for investors; we advise on matters involving income splitting, family trusts, holding companies, and tax shelters.

Estates & Trusts

We assist executors and trustees with the accounting and tax requirements of estates and trusts, including the preparation of tax returns, special elections, and clearance certificates. We also provide a reasonably priced court-form accounting service for those estates that require a formal passing of accounts.

Investment Funds

We specialize in providing tax consulting and reporting services to small and medium-sized investment funds, including limited partnerships, labour funds, mutual fund trusts, mutual fund corporations and closed-end unit trusts.

International Tax

We provide tax-related compliance and planning services in connection with employment transfers to and from Canada, immigration and emigration, holding foreign investments and US estate tax.

Personal Tax

The preparation of tax returns is becoming more and more complex by the constant expansion and amendment of the tax rules. We handle the full range of tax compliance obligations, including such specialty areas as US federal & state returns, Quebec tax returns, non-resident returns, snowbird tax filings, and deceased taxpayer returns. For help in organizing your personal tax information, visit the Download section for the current version of our personal tax checklist.

Self Employed

We advise small business owners and the self-employed on initial structuring and tax planning considerations during the start-up or acquisition phase; we prepare business plans and perform due diligence investigations; we handle the full range of ongoing financial and tax reporting obligations. We particularly specialize in serving the needs of knowledge-based small businesses and independent contractors.

Keywords: Estate Planning, family Trusts, investment funds, Mutual Fund, Personal Tax, Planning Services, self employed, Tax, tax planning, Tax Reporting, Tax Returns, Tax Services

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Other products and services from John Mott


John R. Mott | Investment Funds

John Mott manages a specialist tax and accounting practice that delivers a highly personalized consulting and compliance service to small and medium-sized investment funds that choose to out-source some or all of their tax, accounting and reporting obligations. Mott’s practice is often able to complement the service offerings of the large third-party fund accounting and valuation providers.


John R. Mott | Estates & Trusts

If you have suddenly become the executor of an estate, we can help guide you through the maize of tax reporting obligations. We appreciate the special burden placed on an executor, especially in the context of a family estate. What are the filing deadlines.


John R. Mott | Self Employed

Freelancer, independent contractor, consultant, sole proprietor or self-employed - whatever the label - it means one thing: you are out there on your own, without the umbilical cord of a steady pay cheque. One of the most rewarding aspects of our business is observing over time the creation and evolution of a new business. We are continually impressed and inspired by the creativity and resourcefulness of our clients.


John R. Mott | International Tax

Special notice to accountants, tax advisors, managers and agents outside Canada: if you require Canadian tax services on behalf of your clients, we are pleased to work with you. If your tax affairs are now subject to a tax treaty between Canada and another country, then your requirements are probably a good match with our practice specialty.


John R. Mott | Personal Tax

The process of annual tax return preparation provides us with the opportunity to recognize planning opportunities and to follow-up on the implementation of tax strategies. The tax rules undergo constant change, which tends to add increasing layers of complexity to the tax reporting and planning processes. Acquire investments through your advisor that you find increasingly difficult to understand.