Personal Tax Planning

We help individuals and their families to develop a sound financial plan to enhance their personal and family wealth, and to preserve the value of their estates.  Our services include:

  • personal financial planning and tax advisory; and
  • tax return preparation for individuals, estate and trust.
We understand that you, as a business owner, face a range of challenges and opportunities that affect not only the success of your business enterprise, but also your personal wealth. Whatever the end goals for your business enterprise and your personal wealth, integrated financial and tax planning is critical to enhance value for you, your family and your business enterprise.

We are experienced in helping business owners and their business enterprises to evaluate the potential tax consequences of various business and personal wealth decisions, keeping in mind the complex relationships and objectives among you as the business owner, your private business enterprise, your family office, and employees of your business enterprise/family office.

TAX PLANNING SERVICES

We provide the following tax planning services to the business owners and their business enterprises to ensure that their personal and corporate financial affairs will be dealt with in the most tax efficient and integrated manners:

For Business Owners:

For Business Enterprises:

RETURN PREPARATION SERVICES

We offer a full range of Canadian personal and corporate tax compliance services to help you, you family and your business enterprise meeting all the tax compliance and reporting requirements, including

The knowledge we gain in preparing the tax returns should also allow us to proactively identify opportunities to help you better manage the tax burdens for you, your family and your business enterprise.

Contact us or book an appointment to find out how we can help you. We are also accessible via our E-Service.

Back to Top

Whether you are a self-employed running your own business or a professional such as a legal counsel, medical doctor, dentist, optometrist, or chiropractor managing your own practice, you face a range of challenges and opportunities that affect not only the success of your business/practice, but also your personal wealth. Whatever the end goals for your business/practice and your personal wealth, integrated financial and tax planning is critical to enhance value for you, your family and your business/practice.

We are experienced in providing personal financial planning and tax advisory services to help self-employed individuals/practitioners to evaluate the potential financial and tax consequences of various business and personal wealth decisions.

TAX PLANNING SERVICES

We provide the following consulting services through the many different stages of your business and life cycles to ensure that your financial affairs will be dealt with in the most tax efficient manners.

For Business or Professional Practices

For Life Cycles

RETURN PREPARATION SERVICES

We offer a full range of Canadian personal tax compliance services to ensure that your financial affairs will be dealt with in the most tax efficient manner:

The knowledge we gain in preparing the tax returns should also allow us to proactively identify opportunities to help you better manage the tax burdens for you, your family and your business/practice.

Contact us or book an appointment to find out how we can help you. We are also accessible via our E-Service.

Back to Top

What is the most significant milestone of your life? Many people would adapt their answer on who asks the question. If your spouse asks it, you might be prompted to say “Marrying you my dear!”

From a personal financial perspective, there should be more than one milestone in a lifetime that require the attention for financial planning, including:

  • Leaving Canada to become a non-resident of Canada
  • Entering Canada to become a resident of Canada
  • Staying in Canada as a non-resident of Canada
  • Retiring from working life
  • Passing of life

TAX PLANNING SERVICES

We provide the following consulting services to assist you to plan for and progress through each of the major financial milestones:

RETURN PREPARATION SERVICES

We provide the following tax compliance services to ensure that your financial affairs will be dealt with in the most tax efficient manner:

The knowledge we gain in preparing the tax returns should also allow us to proactively identify opportunities to help you better manage the tax burdens for you and your family.

Contact us or book an appointment to find out how we can help you. We are also accessible via our E-Service.

Back to Top

Related Articles