Canadian tax, accounting and cross-border trade advisory. Now open: the tariff release program.Check your tariff refund
Segal Accounting & Financial Services
Segal Accounting & Financial Services

Clear numbers. Confident decisions.

Tax, accounting, assurance and advisory for Canadian individuals and growing businesses, with a dedicated program to recover tariffs and surtaxes your business may not owe.

Book a consultation Tariff release program
New: the 2026 personal income tax course is open.Start learning
What we do

Full-service support, from the first return to the next acquisition.

One team for compliance, reporting and strategy, so the advice on your taxes, your books and your deals points in the same direction.

Tax

Personal, corporate, cross-border, estate and indirect tax, from planning to CRA disputes.

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Tariff release program

Find, file and recover US IEEPA duty refunds and Canadian surtax remission.

Recover tariffs

Assurance and audit

Audits, reviews, compilations, SOC reports and agreed-upon procedures.

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Accounting and outsourcing

Bookkeeping, payroll, month-end close and an outsourced finance team.

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Advisory and business performance

Forecasts, cash flow, KPIs, systems and the decisions behind growth.

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Risk and controls

Internal controls, internal audit, fraud risk and regulatory readiness.

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Transactions

Due diligence, valuation support, deal structuring and succession.

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Academy

Practical tax training, starting with the 2026 Canadian personal income tax course.

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Tariff release program

Tariffs changed fast. Refunds will not find you on their own.

US refunds of IEEPA duties go to the importer of record through a claim in CBP's ACE portal. Canadian surtax relief is claimed through CBSA remission codes and CARM adjustments. Each side has its own rules, forms and deadlines.

  • Entry-level review of your US and Canadian import data
  • CAPE declarations and ACH refund setup with your customs broker
  • Remission claims, corrections and adjustments in CARM
  • Accounting and tax treatment of every dollar recovered
How the program works

  1. Assess

    We map every entry that carried IEEPA duty or a Canadian surtax.

  2. Qualify

    We test each entry against refund and remission rules and time limits.

  3. File

    We prepare the claims and coordinate with your broker.

  4. Recover

    We track payment and book the recovery correctly for tax.

Industries

Advice shaped by how your sector actually works.

Real estate, manufacturing, technology, not-for-profit and more. Each has its own tax rules, reporting needs and pressure points.

  • Real estate and construction
  • Manufacturing and distribution
  • Import and export
  • Technology and media
  • Professional services
  • Healthcare and life sciences
  • Food and beverage
  • Not-for-profit and education
  • Public sector
  • Private equity and family offices
  • Financial services
  • Renewable energy
  • Private clients
All industries
Now enrolling

Canadian personal income tax, 2026 edition

Segal Academy

Learn to prepare real returns with confidence.

Eleven modules take you from who must file to a complete practice return: slips, income, deductions and credits, working with CRA, and tax software. Every lecture has a worked example, a practice step and a self-check.

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How we work

Senior attention, plain answers.

You get a clear scope, a fixed point of contact and advice you can act on. We explain the why behind every number, so you are never guessing what you signed.

One teamTax, books, assurance and trade under one roof.
Canada and USCross-border filings and customs refunds handled together.
Clear scopeYou know what is included before work begins.
A teaching firmOur academy teaches the same methods we use for clients.

Let us look at your numbers.

Tell us what you need help with. We will reply with next steps and the documents to gather.

Book a consultation Get the tax checklist