Biography
Alex Gagné, CPA and tax specialist, supports companies, executives, and their shareholders in navigating tax matters, with an approach focused on clarity and efficiency.
He has a strong interest in leveraging technology to simplify processes and improve access to tax services. He also places great value on the educational aspect of his work, taking the time to explain concepts and obligations in a clear and approachable way. Whether for compliance, tax advisory, or occasional support, Alex is committed to delivering rigorous, transparent services tailored to each client’s needs.
Business buying and selling
Tax support during the purchase or sale of a business. Analysis of tax implications, transaction structuring, optimization of purchase or sale prices, and support during negotiations. Collaboration with other professionals involved to ensure an efficient transition in compliance with applicable tax laws.
Corporate taxation
Preparation and review of corporate tax returns (T2), compliance with federal and provincial tax obligations, and identification of potential tax optimization opportunities. Analysis of financial results, year-end planning, and monitoring of tax deadlines to ensure compliance and minimize the risk of errors or penalties.
Canadian tax credits
Assessment of eligibility for various federal and provincial tax credits (SR&ED, CDAE, etc.). Preparation of required documentation, support during applications, and follow-up with tax authorities. The objective is to maximize claimed amounts while complying with regulatory requirements and the specific eligibility criteria of each program.
Automation of tax calculations
Development of automated solutions to speed up and enhance the reliability of recurring tax calculations. Use of tools such as Excel, Power Query, or other specialized software to reduce manual errors and improve efficiency. Adaptation of tools to clients’ specific needs and knowledge transfer to support autonomous use.