Five formats, from a single question answered to cross-border wealth planning between Canada and Brazil. Every session is available in English or Portuguese.
Which session is yours
| Session | 2026 | Duration | With | Focus |
|---|---|---|---|---|
| Quick Call | $49 | 20 min | MB Tax team | One specific question |
| Tax Strategy | $250 | 50 min | Edgard Moura | A structuring decision in Canada |
| Executive Tax Strategy | $350 | 90 min | Edgard Moura | A complex corporate decision |
| International Tax Strategy | $400 | 60 min | Edgard Moura | Canada and Brazil together |
| Wealth & Estate Planning | $550 | 90 min | Edgard and Aline | Wealth and succession |
Before you choose
Who you meet
Edgard Moura, an accountant and economist with more than 20 years of experience and founder of MB Tax Solutions, leads the strategy sessions. The Quick Call is handled by the team. Wealth & Estate Planning is led by Edgard Moura and Aline Teodoro. MB Tax serves clients from Toronto, Moncton, Montreal, Rio de Janeiro and Georgetown.
The five sessions in detail
Quick Call
Who it's for: individuals, self-employed professionals and small unincorporated businesses with a specific Canadian tax or accounting question.
- Clarification of Canadian personal income tax questions
- General guidance for self-employed and small businesses
- Potential issues and recommended next steps
See details: examples, when it is the right session and what is not included
Example questions
- ITNs and tax identification numbers
- GST/HST, registration and obligations
- Accessing and using CRA My Account
- CRA letters, reviews and correspondence
- Which CRA form applies to your situation
- Personal Income Tax Return questions
- Deadlines and next steps
Not included
- Detailed document review and form preparation
- Responses or correspondence to the CRA
- Detailed tax calculations and tax planning
- Written opinions, return preparation or review, bookkeeping
- Brazilian tax matters: see the International Tax Strategy Session
Before booking
- Have one main question defined and your details at hand.
You pick a time on Calendly and pay at booking.
Tax Strategy Session
Who it's for: individuals, business owners, shareholders and corporation owners evaluating tax decisions, business structuring or tax optimization in Canada.
- Analysis of the tax and business situation presented
- Strategic guidance on corporate and tax structuring
- Alternatives for structuring or optimizing the corporation
- Risks, opportunities and next steps
See details: examples, when it is the right session and what is not included
Ideal for
- Initial corporation structuring
- Reviewing an existing business structure
- Compensation, operations and tax organization decisions
- Anyone who wants strategic analysis before deciding
Not included
- Return preparation or full review, and bookkeeping
- Detailed calculations, written opinions, corporate reorganizations
- Implementation of the strategies discussed
- Brazilian taxation or international planning, unless agreed in advance
You pick a time on Calendly and pay at booking. · 2026 price held until Dec 31
Executive Tax Strategy Session
Who it's for: significant or complex tax and business decisions, including growth, expansion, operational restructuring and tax optimization in Canada.
- In-depth analysis of the tax and business situation
- Assessment of the existing corporate and tax structure
- Comparative analysis of alternatives and scenarios
- Shareholder compensation and profit distribution, where applicable
See details: examples, when it is the right session and what is not included
Ideal for
- Significant growth or expansion decisions
- Evaluating different business structures or scenarios
- Corporations with more complex operations
- Anyone needing more depth than the Tax Strategy Session
Not included
- Written opinions or reports, valuation, extensive calculations
- Corporate reorganizations and legal documents
- Implementation of the strategies discussed
- Brazilian taxation or international structuring, unless agreed in advance
You pick a time on Calendly and pay at booking. · 2026 price held until Dec 31
International Tax Strategy Session
Who it's for: individuals, business owners, investors and families with income, assets, investments, businesses, or tax obligations in more than one country who need to assess the tax implications of international decisions. Especially suitable for situations involving Canada and Brazil.
- Strategic analysis of the international tax situation presented
- Assessment of tax residency issues and relocation between countries
- Discussion of income, investments, real estate, and assets held abroad
- Analysis of potential double taxation issues and the application of foreign tax credit mechanisms
See details: examples, when it is the right session and what is not included
Also included
- Guidance on international tax disclosure and reporting obligations, when applicable
- Discussion of business structures and international operations
- Identification of potential tax risks, opportunities, and key considerations
- Strategic recommendations and definition of next steps
Ideal for
- Brazilians living in Canada with income or assets in Brazil
- Individuals moving to Canada or leaving the country
- Canadian residents with investments, real estate, or businesses abroad
- Business owners with operations or business interests in Canada and Brazil
- Situations involving income received from more than one country
- Assessment of tax residency and potential obligations in different jurisdictions
- Planning before significant transfers of assets or investments between countries
Not included
- Preparation or review of tax returns, detailed tax calculations and bookkeeping
- Preparation of international reporting forms, written opinions or memoranda
- Corporate reorganizations, preparation of legal documents and implementation of the strategies discussed
- When these are required, the scope of work and applicable fees are provided separately.
International scope
- The consultation primarily focuses on tax matters involving Canada and Brazil. Situations involving other jurisdictions may require additional analysis or the involvement of professionals specializing in the relevant country.
Language
- Consultations are available in Portuguese or English.
You pick a time on Calendly and pay at booking. · This is where Brazilian matters belong
Wealth & Estate Planning Strategy Session
Who it's for: business owners, investors and families with significant assets who need to evaluate strategies for wealth structuring, succession planning, tax efficiency and compliance, particularly in situations involving Canada and Brazil.
- Strategic analysis of the family and wealth structure presented
- Assessment of alternatives for wealth organization and structuring
- Discussion of holding companies and other wealth-holding structures, when applicable
- Strategic planning for succession and wealth transfers
See details: examples, when it is the right session and what is not included
Also included
- Identification of potential tax implications and opportunities
- Analysis of compliance considerations and potential risks related to the proposed structure
- Discussion of assets, investments, businesses, and real estate, when applicable
- Strategic recommendations and definition of next steps
Ideal for
- Business owners and families with assets in Canada and/or Brazil
- Wealth structuring before significant investment or succession decisions
- Assessment of holding companies and other wealth-holding structures
- Planning for intergenerational wealth transfers
- Situations involving businesses, investments, and real estate across different jurisdictions
- Integrated assessment of tax, wealth structuring, and compliance considerations
Key advantages
- Integrated Canada + Brazil strategic approach
- Tax, wealth structuring, and compliance perspective
- Analysis focused on medium- and long-term decisions
- Strategic coordination across different aspects of the wealth structure
Not included
- Creation or implementation of holding companies and corporate reorganizations
- Preparation of contracts, wills or other legal documents, and valuations
- Extensive tax calculations, written opinions or memoranda, and preparation of tax returns
- Implementation may also require lawyers, notaries, investment specialists or other advisors. Scope and fees are provided separately.
Language
- Consultations are available in Portuguese or English.
You pick a time on Calendly and pay at booking. · 2026 price and duration held until Dec 31
Frequently asked questions
Which session covers Brazilian tax?
The International Tax Strategy Session and Wealth & Estate Planning. The other three cover Canadian tax only.
What language are sessions in?
English or Portuguese, for every session. The booking link is separate for each language.
Does a consultation replace hiring a service?
No. Sessions are advisory and strategic. Return preparation, forms, written opinions and representation before the CRA are separate services, quoted on their own.
Do prices change in 2027?
Yes, from January 1, 2027. Appointments booked and paid for by December 31, 2026 keep the 2026 price and duration.
Still not sure?
Start with the Quick Call, 20 minutes for $49 + HST. If your case needs more time or involves Brazil, the team will point you to the right session.
Book a Quick Call