Reliable Business Planning and Tax Services

Business Purchase Planning:

• Ensure tax benefits for buyers

• Create effective business plans for financing

• Expert guidance on asset vs. goodwill allocation

Incorporation Services:

• Tax-effective articles of incorporation

• Future-ready company structures

• Curated solutions for tax planning

Ongoing Tax Advice:

• Decision support for major financial choices

• Property transactions and tax optimization

• Dividend vs. bonus - maximizing tax efficiency

• Travel expense deduction strategies

Purchase or Sale of Business:

• Expert consultation for business buyers

• Asset vs. share sale analysis

• Strategic planning for tax efficiency

Voluntary Disclosures Program (VDP):

• Resolve past tax issues with confidence

• Declare hidden assets and correct past mistakes

• Protect your family from future penalties

Trust and Estate Planning:

• Annual will review for probate fee savings

• Life insurance strategies for tax efficiency

• RRSP guidance for optimal tax benefits

Ongoing Accounting and Tax Services:

• Comprehensive bookkeeping and corporate tax planning

• GST returns and payroll management

• Dividend, T4, T5, and T3 services

• Personal tax planning for salary vs. dividends

Tax Department Assessments and Questions:

• Assistance with personal tax return inquiries

• Timely responses to verification questions

• Avoid deduction disallowance and reassessments

Non-Resident Property Sales:

• Expertise in non-resident Canadian real estate sales

• Claiming taxes back from sale proceeds

• Efficient resolution of technical matters