Tax lawyer and tax accountant for Montreal businesses

A tax lawyer and a tax accountant for Montreal businesses

KB Fiscalité inc. serves Montreal businesses, incorporated professionals and families from its office in Vaudreuil-Dorion, by appointment or remotely. The firm pairs a tax lawyer (Thierry Bouchard, LL.B., D. Fisc., a member of the Barreau du Québec since 2009 who has practised corporate and tax law exclusively since the start of his career) with a tax accountant, Ante Kumanović, CPA, LL.M. Fisc., who trained at Deloitte & Touche and BDO before co-founding the practice.

That pairing matters because most meaningful tax work sits at the border of law and accounting. A corporate reorganization needs legal documents and tax filings. A shareholder agreement needs drafting and numbers. A Revenu Québec audit needs a negotiator and someone who reads the ledgers. At KB Fiscalité, one file gets both professions.

Do you need to meet your tax advisor in person?

No. A tax mandate is built on documents and decisions, not geography, and KB Fiscalité handles Montreal files remotely as a matter of routine. Clients exchange confidential material (financial statements, contracts, notices of assessment) through the firm’s secure client portal (kbtax.sharefile.com) rather than ordinary email, and meetings take place by videoconference or at the Vaudreuil-Dorion office, whichever you prefer.

A typical remote engagement runs as follows.

1. First call. You outline the situation at (514) 394-0848 or by email at info@kbtax.ca.
2. Document upload. You deposit your records in the secure portal.
3. Analysis. The firm reviews your structure and your objectives.
4. Recommendations. You walk through the possible scenarios and their tax consequences by videoconference.
5. Implementation. The firm drafts and executes the chosen structure, coordinating with your accounting firm where needed.

What can KB Fiscalité handle for a Montreal corporation?

KB Fiscalité covers the full corporate life cycle, from incorporation through sale, transfer or wind-up, in five families of services.

Need	What the firm does
Tax planning	Tax consultations, corporate reorganizations, income splitting, asset protection, discretionary trusts
Corporate services	Incorporation of businesses and professionals, shareholder agreements, minute books, wind-ups
Tax returns	Corporations (federal T2 and Quebec CO-17), individuals, trusts, non-residents
Consumption taxes	GST (5%), QST (9.975%), excise taxes and customs, audit representation
Estates	Tax returns for the deceased and the estate, post-mortem planning, assistance to heirs and the liquidator (Quebec’s term for the estate executor)

One practical example. A corporation’s T2 return is due six months after its year-end, while the balance of tax owing is generally due two or three months after year-end, depending on the corporation’s situation. Keeping those two dates straight is the difference between a clean year and avoidable interest and penalties.

How do West Island businesses reach the office?

The office at 24 Saint-Jean-Baptiste Avenue in Vaudreuil-Dorion sits just off Highway 40, a direct drive from Montreal. For businesses in the West Island (Sainte-Anne-de-Bellevue, Kirkland, Pointe-Claire, Dollard-des-Ormeaux) the drive is often shorter than a trip downtown.

To be clear, KB Fiscalité does not have a Montreal office. The firm serves Greater Montreal from its single Vaudreuil-Dorion location, by appointment, using the same digital tools it uses with clients around the corner.

Who are the professionals behind the firm?

KB Fiscalité is a boutique firm of tax professionals that brings a tax lawyer and a tax accountant together. Both professionals are members of the APFF (Association de planification fiscale et financière).