We offer many types of services for tax including preparing personal and corporate tax returns. Our staff go above and beyond preparing tax returns, to look for areas that where tax savings opportunities exist.
Tax rules, federal and provincial tax credits, and are always evolving and can be quite complex to follow which ones are applicable to you. We keep you updated with information affecting you, your business and your family to ensure that you don’t need to pay more tax than necessary.
Personal Tax Opportunities
The April 30th deadline each year doesn’t have to be stressful. We can offer advice and information on various topics so that your tax return is complete with the right information and you are paying as little as you can. Some areas that come up for discussion each year with clients include:
principal residence exemption
life time capital gains exemption
foreign tax implications
sole proprietorship and partnership businesses.
Small Business and Owner-Manager Tax Opportunities
Planning for personal growth and business growth means planting the seeds early, letting the roots grow and reaping the rewards over the long-term. Running your own business takes a lot of time and energy. Setting you up on the right remuneration plan so you can reward yourself for all the hard work you have put in is only part of the organization plan to ensure you keep more of what you earn.
Corporate Tax and Reorganization Opportunities
Having the right corporate structure in place for your business will save you time and money in the present and future. Every corporate tax return that is prepared is reviewed for any corporate planning opportunities to benefit your business, whether it is a reorganization, a share capital restructuring or an amalgamation of business, all angles are reviewed to ensure optimized tax savings.
Estate and Succession Planning
After spending years building your business and your personal wealth, it may be time to consider passing the reigns. We combine our expertise and experience with your goals to ensure that the transitions occur smoothly for you and the next generation.
Estate planning, which includes estate freezes, can leave you some peace of mind that your family will not be left with a large tax payment upon your death.
Success planning transfers your businesses to the right hands, related or not.