Tax Planning and Tax Filing 

This is the area where I can provide you with the most value, and it’s also the most common reason that clients hire KTA

Estate Planning and Succession

Income tax considerations are a key part of your estate planning. Let KTA plan your approach to transition your business/wealth/assets to the next generation.

US Personal Tax Filing

If you’re a US citizen living in Canada, or a Canadian resident with investment in US real estate, I can file your Form 1040 and 1040NR returns.

Financial Statements

Whether you need financial statements for internal purposes, as part of your corporate tax filings, or if a review is required, I can probably help.

Mergers and Acquisitions

I advise on the various aspects of business purchase and sale transactions, with a focus on the most tax-efficient structures for buyer or seller.

The approach in dealing with your tax filings and your business’s corresponding financial statements is to annually visit and revisit your structure – does it allow for optimal tax savings?  Is it unnecessarily complicated?  Does your structure meet your estate planning objectives?  The approach when it comes to consulting on these matters (primarily family tax planning and estate planning) is to provide recommendations that make financial sense, factoring in the effort required of the clients

About Dan Keogh

Dan is, first and foremost, a Canadian Chartered Professional Accountant.   Additionally, he is a Certified Public Accountant (U.S.) and a member of the Society of Trust and Estate Practitioners, Canada. 

Over the course of his career, beginning in 2007, prior to starting his own practice, he had worked with mid-size accounting firms in various roles over the years.  In addition to the usual stuff that accountants do, he had specialized in Canadian family income tax planning, estate planning and estate administration, US income tax planning and US tax filings, consulting and structuring/re-structuring in relation to business purchase and sale transactions, and cross-border business and investment.

Dan was born and raised in White Rock; he’s been living in Vancouver since he began his career in accounting.