Personal, Corporate, and Trust Tax Services

“Lee & Souter has been providing personalized, professional accounting and taxation services to companies and individuals operating within a wide range of industries since 1976.”


Tax planning and administration is a necessary element in the livelihood of every individual and business.  At Lee and Souter, our goal is to help you successfully manage your tax obligations by producing accurate and timely results, while maximizing tax breaks.  We help our personal and corporate clients to take a proactive approach to safeguard wealth, while reducing the risk of audit.  In addition to providing our clients with personal, corporate, trust and estate tax returns, we offer sound tax planning services that can minimize your overall taxes now and in the future.  Here are a few of the services we can help you with:

  • Personal and corporate tax and planning
  • Identify tax opportunities, issues and exemptions available under the law
  • Take advantage of permissible tax deductions and rebates available on tax-saving investments
  • Make optimum use of tax-exempted incomes
  • Canada Revenue Agency audits and disputes
  • Harmonized Sales Tax (HST)

Estate and Trust Taxes

Our trusted professionals are equipped with the knowledge and experience to provide sound and valuable service that respects the wishes of our clients while efficiently integrating tax laws.  Our services include:

  • Trust income tax and information returns, financial statements and T3s for both estates and trusts.
  • Professional advice on the use of trusts including family and spousal trusts