Sameer Hameed

Senior Tax Consultant @PAG Financial (CPA)

Oakville, ON, CA

Advise a diverse portfolio of entrepreneurs, corporations, and professionals across Canada on strategic tax planning, CRA compliance, and corporate structuring. Prepare, review, and file complex corporate (T2), personal (T1), trust (T3), and partnership returns with accuracy and timeliness. Lead tax restructuring engagements involving Section 85 rollovers, estate freezes, and intergenerational share transfers to optimize tax outcomes and succession planning. Provide guidance on holding company structures, tax deferral strategies, surplus stripping, and capital dividend planning. Prepare and analyze financial statements and working papers, aligning them with tax planning strategies and GAAP compliance. Advise clients on tax implications of business acquisitions, shareholder buyouts, and financing transactions, including due diligence and post-acquisition structuring. Conduct GST/HST compliance reviews and provide consulting on indirect tax matters for clients in real estate, construction, and service-based industries. Represent clients before the CRA during audits and objection processes, compiling detailed responses and negotiating favorable resolutions. Collaborate with legal advisors on shareholder agreements, trust declarations, and reorganization documentation. Mentor junior staff in tax preparation, file review, and communication protocols, helping improve internal training and development. Implement internal process improvements to streamline workflow, reduce file turnaround times, and enhance client experience. Assist clients with CRA correspondence, voluntary disclosures, late filings, and resolution of complex tax arrears. Maintain current knowledge of changing CRA legislation and tax court decisions to provide proactive and compliant advice. Utilize advanced Excel models and cloud-based tools (e.g, TaxCycle, CaseWare, Profile, Online QuickBooks) for planning, compliance, and reporting.

Ryerson University

Bachelor's degree, Business/Commerce