Tax
The business and tax landscapes have been altered. The pace and the complexity of the change continues to increase. We help you navigate the changing landscape.
Strategic, streamlined advice all year long.
Traditionally, tax professionals look in the rear-view mirror. They focus on finding the most deductions and write-offs with April 30th as the end goal. But, what if everything you did leading up to that day could generate bigger tax savings and put you in a stronger financial overall position?
That’s what our unique forward-thinking approach is all about. Our experienced team of professionals will not only provide with strategic advice on your taxes, we also guide you in your investment decisions, retirement needs, education planning and more.
It all starts with a customized plan based on your specific goals.
- Personal
- Corporate
- Estate
- Protect your Family
- Protect your Business
- Protect your Estate
- Reduce/Eliminate Tax
- Ensure Assets stay within family bloodlines
- Control from beyond the grave
- Personal tax planning and advisor services
- Owner- manager tax planning and advisor services
- Personal, trust and partnership tax compliance
- Tax planning and structuring to minimize taxes
- Advice on the tax implications of proposed transactions
- Preparation of tax and information returns, tax estimates and installments
- Audit defence and assistance with negotiations and correspondence with federal and provincial tax authorities
Trust and Estate Planning
- Income tax planning
- Structuring estate freezes
- Assisting with settling family trusts.
- Charitable gift planning.
Tax regulations are continually changing and impact your business. Success is not pre-packaged and neither should your tax strategies.
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Decision makers require information to develop the strategies that provide direction for your business. We help ensure you have timely, meaningful and reliable information and then assist in analyzing that information.
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Business owners have unlimited choices to make every day. When thinking about transactions – buying, selling, expanding or restructuring – can be overwhelming and often more questions arise after making your initial decision. Our team creates a clear roadmap.
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Succession planning is really about planning for the next phase of the family business and the next stage of life. The saying “It’s never too early to start planning for the future” is never more true than when thinking about succession.
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