Tax Planning and Tax Filing 

This is the area where I can provide you with the most value, and it’s also the most common reason that clients hire KTA

Estate Planning and Succession

Income tax considerations are a key part of your estate planning. Let KTA plan your approach to transition your business/wealth/assets to the next generation.

US Personal Tax Filing

If you’re a US citizen living in Canada, or a Canadian resident with investment in US real estate, I can file your Form 1040 and 1040NR returns.

Financial Statements

Whether you need financial statements for internal purposes, as part of your corporate tax filings, or if a review is required, I can probably help.

Mergers and Acquisitions

I advise on the various aspects of business purchase and sale transactions, with a focus on the most tax-efficient structures for buyer or seller.

The approach in dealing with your tax filings and your business’s corresponding financial statements is to annually visit and revisit your structure – does it allow for optimal tax savings?  Is it unnecessarily complicated?  Does your structure meet your estate planning objectives?  The approach when it comes to consulting on these matters (primarily family tax planning and estate planning) is to provide recommendations that make financial sense, factoring in the effort required of the clients

About Dan Keogh

I am, first and foremost, a Canadian Chartered Professional Accountant (a Chartered Accountant before the accounting organizations merged).   Additionally, I am a Certified Public Accountant (U.S.) and a member of the Society of Trust and Estate Practitioners.

I began my career in 2007, working with a local mid-sized firm at the time (Lohn Caulder LLP). In 2010 I switched to a larger firm (Wolrige Mahon LLP, now Baker Tilly), joining their tax group, where I worked until 2016. In addition to the usual stuff that accountants do (personal tax returns, corporate financial statements etc.), I had specialized in Canadian family income tax planning, estate planning and estate administration, US tax filing, and structuring/re-structuring in relation to business purchase and sale transactions. I started my solo practice in 2017.

I was born and raised in White Rock; I’d been living in Vancouver from 2007 to 2022 and since then I’ve been living in Coquitlam.