Andersen in Canada

What Andersen in Canada does

Andersen in Canada is a Canadian professional services firm providing tax, legal, and valuation advisory services, operating through two legal entities — Andersen LLP (a BC partnership headquartered in Vancouver) and Andersen Inc. (a Quebec corporation in Montreal). The firm is the Canadian member of Andersen Global, an international association established in 2013 that comprises 18,000+ professionals, 2,000+ partners, and 500+ locations across 170+ countries. Service lines span Canadian Tax, International Tax, U.S./Canada-U.S. Cross-Border Tax, Global Mobility, Indirect Tax (GST/HST/PST), Transfer Pricing, M&A Tax, Private Enterprise, Tax Controversy and Dispute Resolution, Tax Incentives, Enterprise Advisory, and Valuation. Its stated specialization is Canada-U.S. cross-border tax matters, targeting businesses with bilateral operations, high-net-worth individuals with multi-jurisdiction exposure, and family enterprises navigating succession and governance.

The firm employs 57 people across six Canadian offices (Vancouver, Calgary, Edmonton, Toronto, Ottawa, and Montreal) and runs an enterprise field-sales GTM in which Managing Directors and Partners personally lead business development. Revenue is generated through customized, quote-based professional services engagements billed against multi-year contracts; no rate cards, pricing tiers, or revenue figures are publicly disclosed. The core technology posture is conventional professional services delivery — expertise-based rather than platform-based — with no proprietary software, API, or AI products referenced in source material. Marketing is content-led, using webinars, podcasts, blog posts, and in-person events to build thought leadership around tariffs, cross-border structuring, and family enterprise topics.

The most significant structural event in the firm's history is the July 16, 2026 strategic agreement integrating Andersen Canada Services Inc. (formerly the professional practice of Andersen LLP) with U.S.-listed Andersen Group Inc. (NYSE: ANDG), creating a formal North American platform for cross-border tax and advisory work while preserving the Canadian member-firm structure. Leadership transitions in 2024 — Steven Flynn succeeding the retiring Warren Dueck in Vancouver — were followed by a series of 2026 internal promotions (Paula Owen to Partner; Shan Lu to Director; Lanre Afuye to Manager), reflecting a steady build-out of the partner and director ranks rather than rapid headcount scaling.

Name

Andersen in Canada

Legal name

Andersen Canada Services Inc., and Andersen Inc.

Website

https://ca.andersen.com

Company type

Private

Operating status

Operating

Short description

Andersen in Canada is a Canadian professional services firm providing tax, legal, and valuation advisory with a specialization in Canada-U.S. cross-border matters, serving businesses, high-net-worth individuals, and family enterprises through six offices as the Canadian member of Andersen Global.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Lawyers (541110)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHABAI

Transfer Pricing & International Tax Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYTHACAKAG

Global Mobility & Cross-Border Tax/Immigration Advisory

Travel & Hospitality/Business Travel & Corporate Travel Management/Visa, Immigration & Work Permit Services

SECONDARYBPAHAOAJ

Transaction Tax Structuring & Deal Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYBPAHAAAG

Tax Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

Keywords

• Cross-border tax advisory
• Transfer pricing services
• Mergers and acquisitions tax
• Global mobility tax
• Private enterprise advisory

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Tax Advisory Services: Professional fees for tax consulting and advisory services including Canadian tax, international tax, U.S. tax, transfer pricing, global mobility, mergers and acquisitions, indirect tax, tax controversy and dispute resolution, tax incentives, and private enterprise services.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Andersen in Canada is a professional services firm providing integrated tax, valuation, and business advisory services. The firm delivers Canadian Tax, International Tax, U.S. Tax, Transfer Pricing, Global Mobility, Indirect Tax, Mergers and Acquisitions Tax, Private Enterprise, Tax Controversy and Dispute Resolution, Tax Incentives, Enterprise Advisory, and Valuation Services to mid-market and enterprise businesses, high-net-worth individuals, and family enterprises across Canada. The firm operates as the Canadian member of Andersen Global, with particular focus on Canada-U.S. cross-border tax matters.

Product overview

Andersen in Canada is a professional services firm offering integrated tax, business advisory, enterprise advisory, and valuation services. The firm operates as the Canadian member firm of Andersen Global, providing a coordinated suite of services including Canadian Tax Services, International Tax Services, U.S. Tax Services, Transfer Pricing, Global Mobility, Indirect Tax, Mergers and Acquisitions, Private Enterprise, Tax Controversy and Dispute Resolution, Tax Incentives Advisory, Enterprise Advisory Services, Canada-U.S. Cross-Border Tax Services, and Valuation Services. The firm also offers client education through Wealth and Wisdom events and webinars covering tax and business topics. Andersen in Canada serves individual and corporate clients across offices in Vancouver, Montreal, Calgary, Edmonton, Ottawa, and Toronto.

Differentiator

Problem solved

Functional benefit

Products and services

• Canadian Tax Services Tax compliance, planning, and advisory services for Canadian federal and provincial tax matters, including income tax, consumption taxes, and estate planning, for businesses and individuals.
• International Tax Services Cross-border tax compliance and structuring services for international transactions, foreign investments, and multi-jurisdictional tax matters for businesses and individuals.
• U.S. Tax Services Advisory services for U.S. federal and state tax matters, including tax return preparation, compliance, and planning for individuals and businesses with U.S. tax obligations.
• Transfer Pricing Services Transfer pricing advisory services including documentation, planning, and controversy resolution for intercompany transactions.
• Global Mobility Services Tax and immigration advisory for employers and employees navigating cross-border work assignments, including compliance with payroll tax obligations in multiple jurisdictions.
• Indirect Tax Services Advisory on Canadian sales taxes (GST/HST, PST), customs duties, and other indirect taxes including compliance and controversy support.
• Mergers and Acquisitions Tax Services Tax due diligence, structuring, and advisory services for buy-side and sell-side M&A transactions, including integration planning.
• Private Enterprise Services Tax and business advisory services tailored for private companies, family-owned businesses, and entrepreneurs, including succession planning.
• Tax Controversy and Dispute Resolution Representation and advocacy services for tax audits, objections, appeals, and dispute resolution before Canadian and U.S. tax authorities.
• Tax Incentives Advisory Identification and utilization of tax credits, grants, and incentives available at federal, provincial, and municipal levels.
• Enterprise Advisory Services Business advisory services including valuation, financial advisory, and strategic consulting for enterprises navigating complex transactions and organizational changes.
• Valuation Services Business and asset valuation services for transactions, estate planning, financial reporting, and tax compliance purposes.
• Canada-U.S. Cross-Border Tax Services Specialized advisory for individuals and businesses managing tax obligations in both Canada and the United States, including residency planning and treaty optimization.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Andersen GlobalcoreStrategic or Co-development Partner · 1 January 2013Andersen in Canada (Andersen LLP and Andersen Inc.) are the Canadian member firms of Andersen Global, an international association of independent member firms. Andersen Global was established in 2013 to develop a seamless professional services model providing tax, legal, and valuation services worldwide. The partnership provides access to over 18,000 professionals across more than 500 locations in over 170 countries.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Market position

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Andersen in Canada