Established in 1990, CompassTAX is a leading global provider of Canadian and international tax services to multinational companies. CompassTAX clientele includes mid-sized multinational organizations in the energy, engineering, oil & gas and related oil-field services and various other specialties. CompassTAX identifies actions that a company, expatriates and inpatriates must complete prior to and during international assignments and works with the company to reduce the complexity of sending employees abroad from a tax perspective.
CompassTAX’s team of experienced professionals assists companies and their assignees with taxation issues that arise from global assignments. We work with Canadian multinational companies to design and implement international assignment tax programs and also provide pre-assignent tax counselling and tax return preparation services for their assignments.
James joined the firm in 2008 as Practice Director and became Senior Partner in January 2010. Prior to joining CompassTAX, James was a partner at Mah and Company for 5 years. He specialized in owner-manager tax planning & compliance which encompassed in-depth corporate and individual taxation. The expanse of activities associated with his clientele included real estate, engineering services, medical professionals, oil and gas exploration and production and energy services.
James brought tax expertise in these areas to Mah and Company as a result of his prior experience. Before joining them, he had operated as a sole practioner providing the same owner-manager taxation services with a similar range of business activities. And prior to establishing his own practice, James’ role as a Tax Manager with KMPG also gave him a number of years of experience in these areas of taxation.
Recognized as a leader in his field of professional accounting, James now offers over 25 years of tax expertise related to cross-border corporate tax compliance, planning & implementation as well as income tax planning & compliance services for individuals. This provides his clients with a solid foundation of tax expertise, ensuring that all their taxation needs are well-addressed.
Tony joined CompassTAX in 2006 as the Manager, Cross Border Tax Service Group. He became Partner in January 2010. With over 18 years of experience, Tony’s expertise lies in the area of cross-border corporate tax compliance, assignment tax planning & implementation, as well as incometax planning and compliance sercives for individuals. Prior to joining CompassTAX, Tony was in public practice for 8 years where he specialized in Canadian personal and corporate income tax, as well as the preparation of review engagements and compilation engagements.
Tony currently focuses on cross-border corporate tax and compliance for inbound corporations from the USA and other countries, outbound corporate tax and compliances for Canadian companies doing business outside Canada and applicable tax treaty evaluations. He manages and mentors a team of tax managers and analysts on departure counselling, cross-border payroll and non-resident withholdings and filings.
Tony is known and respected, both nationally and internationally, for his expertise with expatriate tax programs and tax treaty evaluations. Individuals and corporations alike feel secure that their tax services are being expertly handled by a team of professionals led by Tony.