Business Details
Trusted Calgary Accounting & Tax Solutions
At DLA, we redefine what it means to be an accounting firm by prioritizing personalized service and deep expertise. Our team of seasoned professionals specializes in tax planning, business advisory, and financial consulting, tailored to the unique needs of individuals, families, and businesses. With decades of combined experience, we focus on understanding our clients' personal and corporate objectives to deliver strategic solutions that foster growth and financial freedom.Our commitment to staying ahead of evolving tax laws ensures clients benefit from proactive planning and compliance. By blending technical excellence with a client-first approach, we build lasting relationships rooted in trust and mutual success. Our partners have earned recognition through advanced certifications and memberships in prestigious organizations like the Canadian Tax Foundation, underscoring our dedication to excellence.
Services
Corporate Tax Planning
Estate and Trust Taxation
Business Succession Planning
Personal Tax Advisory
Financial Statement Analysis
Highlights and features
- We offer over 20 years of specialized tax planning expertise for high-net-worth individuals.
- Our team holds advanced certifications in corporate reorganization and estate planning.
- We provide personalized service with a focus on long-term client relationships.
- Our partners have lectured on tax and estate planning for professional organizations.
- We combine technical excellence with a holistic approach to financial planning.
Associations and certifications
- Canadian Institute of Chartered Accountants
- Canadian Tax Foundation
Services
Corporate Tax Planning
Our corporate tax planning services help businesses optimize their tax positions while ensuring compliance with evolving regulations. We specialize in strategic remuneration planning and corporate reorganization to maximize tax efficiencies. With partners recognized for advanced expertise in tax law, clients receive tailored solutions that align with long-term business objectives and industry-specific challenges.
Estate and Trust Taxation
We provide comprehensive estate and trust taxation services to preserve wealth across generations. Our approach integrates tax-efficient strategies with personal legacy goals, addressing complex scenarios like business succession and philanthropy. Partners hold specialized certifications in trust and estate planning, ensuring clients benefit from advanced technical knowledge and practical experience in high-net-worth estate management.
Business Succession Planning
Our business succession planning ensures smooth transitions for owner-managed enterprises. We address tax implications, asset protection, and leadership continuity through customized strategies. With decades of experience handling business sales and reorganizations, we help clients navigate complex transitions while minimizing tax liabilities and preserving business value for future stakeholders.
Personal Tax Advisory
DLA's personal tax advisory services focus on optimizing individual tax positions through strategic planning. We address unique client circumstances, from retirement planning to cross-border tax considerations, while maintaining compliance. Our team's advanced certifications and ongoing education in tax law ensure clients receive up-to-date, sophisticated advice tailored to their financial goals.
Financial Statement Analysis
We offer detailed financial statement analysis to support informed business decisions. Our services include reviews, compilations, and customized reporting frameworks that provide actionable insights. By combining technical accounting expertise with industry-specific knowledge, we help businesses understand their financial position and make strategic operational improvements that drive growth and profitability.
People
Michael T. Lynch
Partner
Chartered Accountant with 20+ years advising owner-managers and high-net-worth individuals. Specializes in tax planning for owner-managed businesses and holds advanced tax certifications. Member of the Canadian Tax Foundation with expertise in corporate reorganization.
Roberto
Partner
Tax specialist with 20+ years helping high-net-worth clients align personal and business objectives. Holds Trust and Estate Planning Diploma and advanced corporate reorganization certifications. Lectures on tax planning and has published technical articles on dividend regimes.
Susan E. Anderson
Partner
25+ years of experience in tax and business consulting for entrepreneurs. Former Senior Manager at mid-sized firm, now focusing on personalized financial planning. Holds Chartered Accountant designation and specializes in transition planning for business owners.
Questions
What accounting services does DLA offer for businesses?
We provide corporate tax planning, financial statement analysis, business advisory services, and succession planning tailored to owner-managed businesses.
How does DLA approach personal tax planning?
We create customized strategies considering your complete financial picture, including retirement goals, estate planning, and business interests to optimize tax outcomes.
What makes DLA different from other accounting firms?
We combine technical expertise with personalized service, focusing on understanding your unique circumstances rather than offering generic solutions.
Do you work with high-net-worth individuals?
Yes, our partners have extensive experience providing tax and estate planning services for high-net-worth clients with complex financial situations.
Can you help with business succession planning?
We specialize in creating comprehensive succession strategies that address tax implications, asset protection, and leadership transitions for business owners.
What tax planning credentials do your team hold?
Our team includes Chartered Accountants with advanced certifications in tax law, corporate reorganization, and estate planning from recognized institutions.
