Strategic Tax Planning.
Trusted Advice.
Proven Experience.
Helping business owners, professionals, investors, and families navigate complex tax matters with clarity, discretion, and confidence.
A trusted advisor for decisions that compound over decades.
The clients James serves are accomplished, demanding, and rightfully protective of their time and privacy. They retain a tax advisor for judgment — not paperwork — and they expect the relationship to last for the long horizon.
Designated Chartered Professional Accountant
James is a CPA, CA in good standing with CPA Ontario, operating through a registered Professional Corporation.
Cross-Border & International Expertise
Advanced credentials in international taxation, advising clients with Canada–US and global tax complexity.
Strategic, Not Transactional
An emphasis on long-horizon tax planning, wealth preservation, and proactive structuring — beyond annual compliance.
Personal, Confidential Service
Direct engagement with the principal. A discreet, client-by-client advisory practice, not a volume firm.
An advisory practice built around tax strategy.
Personal Tax Planning
Sophisticated planning for high-income professionals, executives, and investors.
Corporate Tax Planning
Strategy and compliance for incorporated businesses, holding companies, and groups.
Owner-Manager Strategies
Compensation, dividends, and integration planning for shareholder-managers.
Estate & Succession
Multi-generational wealth transfer, trusts, and family business succession.
Tax Compliance
Federal, provincial, and information-return filings prepared to a defensible standard.
CRA Matters & Advisory
Reviews, audits, voluntary disclosures, and representation before the CRA.
Business Structuring
Reorganizations, holdcos, family trusts, and tax-efficient acquisitions or sales.
Investment & Wealth Tax
Portfolio, real estate, and cross-border investment tax strategy.
Verified standing. International accreditation.
James operates through James Belesiotis CPA Professional Corporation, authorized by CPA Ontario, with active membership and a registered Certificate of Authorization.
Chartered Professional Accountant — CPA Ontario
Advanced international taxation accreditation
Certified Information Systems Auditor (USA)
Certified Information Technology Professional (USA)
Considered advice, written for one client at a time.
Personalized counsel
Every engagement begins with understanding the client's complete picture — business, family, investments, and intentions for the next twenty years.
Proactive planning
Tax strategy is shaped before transactions occur, not reconciled after. The result is clarity, optionality, and a measurably better outcome.
Long-term relationships
Most clients remain with the practice across decades, transitions, and generations. That continuity is the foundation of effective advice.
A confidential conversation about what matters most.
Whether you are restructuring a business, planning an estate, or navigating a cross-border tax matter, the first step is a thoughtful conversation.