We provide a comprehensive one stop personal and business tax and accounting support service for our clients with our extensive network of experienced and professional experts in the filed of Tax Planning and Wealth Building.
Personal Tax Consulting Services
Canadian tax legislation is constantly changing, affecting your investment portfolio and personal tax return. Does not matter if you are an employee or self employed, we have the expertise, and we are up-to-date on tax changes to your specific needs-we can offer strategic tax advice and services for individuals, estates, trusts, and partnerships. A tailored tax strategy customized to your specific and unique needs can save you money today and maximize your assets over a period of time.
Home-Based Businesses and Proprietors
Home-based business owners face financial decisions with complex tax implications. Our expertise in this area can personalize a plan that reduces your overall operating costs and minimizes tax liabilities, such as advising on whether to claim capital cost allowances on home, automobile, and information technology assets. We work with you to develop a strategy that meets your financial goals, and helps you avoid potential tax pitfalls if your business circumstances change.
Owner-managers need a tax plan that integrates business and personal financial goals.With our expertise in this area we can advise on minimizing corporate tax liability, while maximizing personal income growth for your family, including whether to compensate yourself through salary, dividends, or using more complex remuneration strategies. We can help you implement a retirement and succession plan, allowing a smooth transition when you decide it’s time to pass your business on to the next generation.
Investment strategies can vary with changing markets and life circumstances. We can help ensure that your investment strategy fits within your overall financial plan to maintain and/or maximize your family’s long-term wealth.
Real estate is a major part of many investment portfolios, and is subject to complex tax laws. Our expertise in this area can provide you advice on: structuring holding entities, minimizing income and capital gains taxes, and the consideration of financing alternatives.
Every Canadian needs to plan for their retirement. With retirement planning expertise we can assess whether you can afford early retirement, and can help you achieve the retirement results you want, based on your assets and income sources.
Wealth, Gifts and Inheritances
Often people want to distribute assets during their lifetime. We can help you come up with strategies to reduce tax on wealth transfers, preserve value, ensure financial well-being of dependent children and others, and meet philanthropic objectives.
As circumstances change throughout your lifetime, so too should your estate plan. Our experts in estate planning can work with your legal advisors to ensure your estate plan is up-to-date and organized to your greatest advantage, utilizing services such as estate freezes, creation of trusts, and family business succession planning. Proper estate planning provides the maximum value possible to your beneficiaries by minimizing taxes and probate costs.
High net worth individuals may require expert services with respect to considering tax shelter vehicles. Our expertise in this area can assist you in evaluating the potential tax implications of such an investment.