A Clear Place to Start
Begin with one question, opportunity, or important decision. No lengthy onboarding or ongoing commitment required.
A modern approach to Canadian tax planning and advisory.
Expert tax planning. On demand
Because tax planning should not be this complicated.
We designed a simpler way to access tailored tax expertise, with focused engagements, transparent fees, and guidance made for real decisions.
Certainty From the Start
Know the scope, deliverables, and fee before the work begins, so there are no surprises along the way.
Complexity Made Clear
Receive thoughtful recommendations in clear language, with practical options and a defined path forward.
One clear process.
Built around your role.
Choose the path that best reflects how you are approaching the planning need. Each engagement stays focused, transparent, and easy to coordinate.
- 01
Share the Situation
Bring us the client question, transaction, or planning opportunity. We will confirm how focused tax expertise can support the matter.
- 02
We Take It Forward
We lead an in depth discovery meeting focused on the matter, gathering the facts, priorities, and professional context required to develop the plan.
- 03
One Point of Coordination
We become the central point of contact for the engagement, coordinating the client, their advisor, and the professionals required to implement the tax plan.
- 04
Complete the Handoff
Once implementation is complete, we transition the ongoing relationship back to the referring advisor, together with supporting documentation and any journal entries required for their records.
- 01
Begin With a Conversation
Tell us what is changing, what you are considering, and what you hope to achieve. We will listen carefully and identify the right place to begin.
- 02
Receive a Tailored Proposal
We translate what we learn into a tailored planning approach and a clear proposal outlining the scope, deliverables, timing, and fee.
- 03
One Coordinated Process
Once you approve the engagement, we work directly with your existing advisors and the professionals relevant to your situation. You will not need to repeat your story or manage every conversation yourself.
- 04
A Clear Path Forward
We present the completed tax plan to you and the professionals you work with, clearly setting out the recommendations, responsibilities, and next steps required for implementation.
Tailored strategies for
real circumstances.
Explore how tailored tax planning can support business growth, professional wealth, family transitions, and estate decisions. Every strategy is shaped around your circumstances, priorities, and what comes next.
Explore solutions →Build for what comes next.
As a business evolves, its original structure may no longer support its future. We help business owners prepare for growth, ownership changes, a future sale, or a transition to the next generation.
Planning may include estate freezes, family trusts, corporate reorganizations, amalgamations, windups, QSBC share purification, succession planning, intergenerational business transfers, and corporate tax risk reviews.
Experienced leadership.
A more direct model.
Blue Kite was built on a simple belief: sophisticated tax planning should feel clear, personal, and practical. We pair deep technical judgment with a direct, collaborative model, helping clients understand the choices in front of them and move forward with confidence. Every engagement is shaped around the real circumstances behind the numbers—with focused advice, transparent scope, and thoughtful implementation.
Kevin Park CPA, CA
Kevin leads client and professional relationships at Blue Kite, bringing a collaborative and practical approach to every engagement. He works closely with business owners, families, and their existing advisors to understand priorities, coordinate the planning process, and move complex matters forward with clarity.
Zoe Chu CPA, TEP, CFP
Zoe leads the technical development and internal delivery of Blue Kite’s planning engagements. She brings structure and precision to complex tax matters, overseeing research, analysis, and implementation details so every strategy is thoughtfully designed, thoroughly documented, and ready to put into action.
Zoe ChuCPA, TEP, CFP
Kevin ParkCPA, CA
Think we can help?
Let’s talk.
Tell us a little about what is happening, what you hope to accomplish, and who is already involved. We’ll help you identify the right starting point.
No obligation. No lengthy onboarding. Just a clear first conversation.Prefer to skip the form? Schedule a call and we’ll help you find the right starting point.
Schedule a Call