Business Details
15 Years
experience
Trusted Canadian Tax Compliance & Advisory Services
Ad Valorem is a Montreal-based firm specializing in Canadian indirect tax solutions with over 30 years of combined expertise. Our team provides compliance services for GST, HST, and QST, corporate tax filings, and representation during audits. We leverage our deep understanding of complex tax regulations to deliver tailored strategies for domestic and non-resident businesses. Our proprietary Advataxes software streamlines employee expense reporting with automated tax rule integration.With a track record of resolving high-stakes tax disputes and optimizing compliance processes, we serve clients across industries including real estate, healthcare, and technology. Our founder's extensive background in major accounting firms and industry committees informs our client-centric approach to tax advisory services.
Services
GST/HST Compliance
Tax Audit Representation
Advataxes Software
Corporate Tax Filing
QST Registration
Cross-Border Taxation
Input Tax Recovery
Voluntary Disclosure
Real Estate Taxation
Partnership Tax Advice
Details
- Year established: 2011
Highlights and features
- We offer 30+ years of specialized Canadian indirect tax expertise
- Our proprietary Advataxes software automates complex tax reporting requirements
- Proven success resolving multi-million dollar tax audit assessments
- Bilingual (English/French) compliance support for Quebec businesses
- Tailored solutions for cross-border tax registration and reporting
Services
GST/HST Compliance
Our team manages complete GST/HST compliance including return preparation, payment processing, and regulatory reporting. We ensure accurate tax remittances while optimizing input tax credit recovery. Clients benefit from our expertise in navigating complex filing requirements across multiple jurisdictions.
Tax Audit Representation
We provide expert representation during tax authority audits, specializing in GST/HST/QST assessments. Our approach combines technical expertise with strategic negotiation to resolve disputes, as demonstrated by successful cases involving multi-million dollar assessments and complex compliance issues.
Advataxes Software
This proprietary platform automates employee expense reporting with integrated GST/HST/QST rules. Features include receipt scanning, mileage tracking, and multi-currency conversion. The system eliminates manual tax code selection through intelligent tax matrix application, improving compliance accuracy and processing efficiency.
Corporate Tax Filing
Specialized services for corporate tax filings including non-resident corporation compliance. We handle complex reporting requirements for cross-border transactions, ensuring adherence to Canadian tax regulations while minimizing administrative burdens for international businesses.
QST Registration
Expert guidance on Quebec Sales Tax registration requirements, including simplified system options for digital economy participants. We help businesses determine registration obligations and implement compliant reporting frameworks tailored to their operational structure.
People
Serge Vanier
Founder
CPA with 30+ years specializing in Canadian VAT taxes. Former commodity tax manager at major tobacco company and big four accounting firm senior manager. Published author on Quebec tax issues and former TEI committee moderator.
Olivier Vanier
Client Manager
BComm graduate from John Molson School of Business with minors in Political Science and History. Joined Ad Valorem in 2025 to manage client relationships, leveraging academic expertise in organizational strategy and operational effectiveness.
Questions
What GST/HST registration requirements apply to non-resident businesses?
Non-resident businesses must register if they carry on Canadian business activities. We analyze factors like physical presence, transaction locations, and sales volume to determine registration obligations and optimal compliance frameworks.
How does your tax audit representation process work?
We conduct comprehensive file reviews, prepare technical representations, and negotiate with tax authorities. Our approach focuses on resolving disputes through evidence-based arguments while minimizing financial exposure for clients.
Can Advataxes software handle multi-currency expense reporting?
Yes, our platform includes automated foreign currency conversion features that maintain tax compliance accuracy while processing international expense reports and corporate credit card statements.
What qualifies as 'carrying on business' in Canada?
Key factors include physical presence indicators like employees or offices, transaction locations, and business activity volume. We help determine this status to establish appropriate tax obligations.
How do you handle cross-provincial tax compliance?
We specialize in complex place-of-supply determinations and multi-jurisdictional tax filings, ensuring proper tax rate application and compliance across Canadian provinces with varying regulatory requirements.
