SERVICES FOR INDIVIDUALS

OUR SERVICES

TAX PLANNING & PREPARATION (CANADA/US)
FAMILY LAW MATTERS

Our individual clients have needs that range from simple to complex. We work hard to understand your objectives and are well equipped to assist you in achieving your personal goals.Here are some of the services that we offer individuals:

TAX PLANNING AND PREPARATION (CANADA & US)

Our personal taxation services include:

• Canadian personal tax returns
• U.S. personal income tax returns
• Trust and estate tax returns and filings
• Non-resident tax reporting requirements (section 116 certificates, section 216 returns, NR4/NR6 filings)
• HST returns for individuals
• Voluntary Disclosures/Notices of Objection
• Personal tax planning
• Succession planning
• Asset protection
• Incorporation of sole proprietorships
• Probate fee planning
• Will planning
• Life insurance planning
• US Estate taxes
• Acquisition of US real estate

FAMILY LAW MATTERS (DIVORCE OR SEPARATION SUPPORT SERVICES)

There are many ways our Firm can assist with a divorce or separation. Our team can provide family law lawyers with assistance on quantitative issues during the litigation process as well as designing a post divorce or separation comprehensive financial and estate plan.
The services we provide in respect of family law financial settlements include:

• Net family property calculations for determining equalization payments
• Income calculations for spousal and child support obligations
• Present value of future support payments (lump sum calculations)
• Assistance with private company and stock option valuation issues
• Contingent tax calculations with respect to the division of property
• Limited investigative services in support of litigation and dispute resolution

I’ve had a trusted relationship with Christie Henderson and her team for over 18 years. Henderson Partners has been instrumental with offering business advice around mergers and acquisitions, ultimately helping Mico Systems to become one of Canada’s fastest growing companies ranked 241 on the 2016 Profit 500.

Scott Barrett

Mico Systems

Christie is our accounting superhero. For over a decade she has been a trusted advisor with a truly unique ability. Her herculean, professional strengths are only matched by her genuine care for our family and family enterprise and that has helped us reliably manage short term needs in a professional and innovative manner and helped us realize our long term goals

George Carras

Real Strategies

I have been working with Christie since I started my business 17 years ago. I have relied on her input, expertise and planning skills throughout my career. Christie has always been my most vital sounding board, in times of challenge and growth she always has valuable insights and advice. The entire Henderson Partners team go above and beyond to provide outstanding service.