Services for professionals
KB Fiscalité inc. works alongside accounting firms, notaries, lawyers and financial planners who want to offer their clients specialized tax expertise, within a long-term working relationship that respects the referring firm.
Why partner with a tax firm?
KB Fiscalité inc. works in taxation for accounting firms, notaries, lawyers and financial planners who want to bring their clients a firm whose practice is devoted to taxation, without building that capacity in-house. The firm pairs a tax lawyer with a tax accountant, so the legal and accounting sides of a plan are handled together.
The collaboration rests on a clear division of roles. You follow your client’s file, and the firm handles the tax mechanics of complex transactions. Put together, your client gets a complete plan and you keep the trusted-advisor relationship you have built. The firm is looking for long-term working relationships with its referring professionals, not one-off files.
The firm’s professionals are members of the APFF (Association de planification fiscale et financière), and taxation is all they do.
Which professionals refer files to the firm?
KB Fiscalité assists professional firms whose clients face a tax question outside their day-to-day practice. The most common collaborations break down as follows.
| Professional | Typical collaborations |
|---|---|
| Accounting firm | Corporate reorganization, preparing a business for sale, complex T2/CO-17 files, tax litigation |
| Notary | Estate planning, family trusts, intergenerational business transfers, incorporation |
| Lawyer | Tax side of a transaction, shareholders’ agreements, tax litigation |
| Financial planner | Income splitting, asset protection, discretionary trusts, post-mortem planning |
In every case, the referring professional stays at the centre of the file and reviews the recommendations with their client.
How does a collaboration unfold?
Working with KB Fiscalité follows a simple path designed to fit the way you already work.
- First contact. You outline your client’s issue, with no commitment.
- Analysis. The firm reviews the facts and identifies the realistic tax options.
- Recommendation. You receive a clear direction, which you present to your client on your own or with us.
- Implementation. The firm executes the chosen plan in coordination with you.
- Handover. The file comes back to you, fully documented, and the firm remains available for what follows.
Your client stays your client
The rule is unambiguous, the professional who refers a file keeps the client relationship. KB Fiscalité works on the specific tax mandate it is given and then steps back. The firm does not pursue your clients’ day-to-day accounting, notarial work or financial planning. Those are your fields of practice.
That discipline is what makes a lasting relationship between firms possible. It is also what lets an accounting or legal practice offer its clients, under its own banner, the depth of a dedicated tax team.
Frequently asked questions
Does my client remain my client?
Yes. KB Fiscalité works only on the tax mandate it is given. You remain your client's primary advisor, and the firm keeps you informed at every stage of the file.
When should I bring KB Fiscalité into a file?
As soon as a file goes beyond routine tax work, a corporate reorganization, the sale or transfer of a business, estate planning, a trust, tax litigation, post-mortem planning or a tax audit.
Do you work with firms outside the Vaudreuil area?
Yes. The firm collaborates with professionals across Greater Montreal and throughout Quebec, and uses a secure client portal to exchange documents.
Let’s talk about your tax situation.