Tax and Tax Planning
Effective tax planning is a crucial component of financial decision-making, ensuring that you maximize your opportunities while minimizing unnecessary costs.
No matter the challenge, we have the expertise and resources to help you make a meaningful impact. From transforming your tax function and streamlining structures to reduce costs, to guiding you through your next major transaction, we’re with you every step of the way. Discover how we add value across all aspects of tax services.
Tax Services
We prioritize a proactive rather than reactive approach to tax services. By staying up-to-date with the latest tax laws and legislation, we are well-positioned to identify valuable tax planning opportunities that help minimize both your current and future tax liabilities. Throughout the year, we provide individuals and businesses with the expert tax guidance and knowledge they deserve. Our tax services include, but are not limited to, the following:
Tax planning for individuals and corporations
Return preparation for individuals, corporations, estates and trusts, not-for-profit organizations, and charities.
Provincial and federal commodity tax planning and compliance
Tax considerations in matrimonial settlements
Tax effects of buying/selling a business
Tax effective retirement and estate planning
Immigration and emigration
List of Our Tax Services:
We provide proactive tax planning tailored to your unique financial situation. For individuals, this includes strategies to optimize income splitting, deductions, and credits. For corporations, we focus on tax-efficient business structures, income deferral, and maximizing available tax incentives to enhance cash flow and profitability.
Tax planning for individuals and corporations:
Our team prepares detailed and compliant tax returns for individuals, corporations, estates and trusts, not-for-profit organizations, and charities. We ensure all eligible deductions and credits are claimed, minimizing audit risks and helping you meet all CRA deadlines smoothly.
Return preparation:
Provincial and federal commodity tax planning and compliance:
Navigating GST/HST, PST, and other commodity taxes can be complex. We assist businesses with registration, filing, and planning to ensure compliance, avoid penalties, and identify opportunities for input tax credits and rebates.
We provide guidance on the tax implications of divorce and separation, including property division, support payments, and spousal transfers. Our goal is to help you manage these changes with minimized tax exposure and clear understanding.
Tax considerations in matrimonial settlements:
Our experts analyze the tax consequences of business transactions, advising on asset vs. share sales, capital gains, rollover provisions, and structuring deals to optimize tax outcomes and preserve business value.
Tax effects of buying/selling a business:
We help you plan for retirement and estate transfer with strategies that reduce tax burdens, such as the use of RRSPs, TFSAs, trusts, and charitable giving. Our approach ensures your assets are protected and transferred according to your wishes.
Tax effective retirement and estate planning:
Immigration and emigration:
Moving into or out of Canada involves complex tax considerations related to residency status, departure tax, and reporting obligations. We guide clients through these transitions to ensure compliance and minimize tax consequences.
