Personal Tax Service
Minimize tax burden weighting on your family
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;
- tax return preparation for individuals, estate and trust.
BUSINESS OWNERS
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.
SELF-EMPLOYED
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.
LIFE-MILESTONES
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
Personal 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:
- Structuring shareholder buy-sell agreement
- Owner-manager remuneration strategies
- Succession planning for your business enterprise
- Enhance the benefits of capital gains exemption
- Planning for purchase of a business
- Planning for sale of a business
- Corporate reorganizations and consolidations
- Scientific research & experimental development (SR&ED) tax credits and others
- Strategic tax review for business enterprises
- International tax planning
- Structure finance
- Enhance the benefits of small business deductions
- Employee share ownership programs
- Structuring of business/practice (sole proprietorship, partnership, or incorporation)
- Structuring shareholder/partnership buy-sell agreement
- Starting a business/practice
- Planning for purchase of a business / practice
- Planning for sale of a business / practice
- Structure finance
- Deferred compensation
- Minimizing tax through income splitting
We provide the following consulting services to assist you to plan for and progress through each of the major financial milestones:
- Pre-emigration planning
- Pre-immigration tax planning
- Structuring non-business investments
- Insurance planning
- Retirement financial planning
- Estate plan for transfer of your wealth
- Family trust planning
- Charitable planning and private foundations
- Tax planning after death
BUSINESS OWNERS
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:
- Structuring shareholder buy-sell agreement
- Owner-manager remuneration strategies
- Succession planning for your business enterprise
- Enhance the benefits of capital gains exemption
- Planning for purchase of a business
- Planning for sale of a business
- Corporate reorganizations and consolidations
- Scientific research & experimental development (SR&ED) tax credits and others
- Strategic tax review for business enterprises
- International tax planning
- Structure finance
- Enhance the benefits of small business deductions
- Employee share ownership programs
SELF-EMPLOYED
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.
- Structuring of business/practice (sole proprietorship, partnership, or incorporation)
- Structuring shareholder/partnership buy-sell agreement
- Starting a business/practice
- Planning for purchase of a business/practice
- Planning for sale of a business/practice
- Structure finance
- Deferred compensation
- Minimizing tax through income splitting
LIFE-MILESTONES
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:
- Pre-emigration planning
- Pre-immigration tax planning
- Structuring non-business investments
- Insurance planning
- Retirement financial planning
- Estate plan for transfer of your wealth
- Family trust planning
- Charitable planning and private foundations
- Tax planning after death
Personal Tax Return Preparation Services
We offer a full range of Canadian personal tax compliance services to help you and you family meeting all the tax compliance and reporting requirements, and to ensure that your financial affairs will be dealt with in the most tax efficient manner, including:
- Preparation of personal income tax returns and information returns
- Preparation of trust income tax returns
- Preparation of part-year departure tax returns
- Tax filings for deceased taxpayers and estates
- Advice on the benefits of tax deferral and the timing of expense claims
- Preparation of tax elections, tax estimates and installments
- Preparation of ruling requests, voluntary disclosure requests and other correspondence with federal and provincial tax authorities
- Tax audit & dispute resolution
Non-Canadian residents
- Preparation of Canadian personal income tax returns for non-residents
- Preparation of clearance certificate application for non-residents disposing taxable Canadian properties
The knowledge we gain in preparing the tax returns also allows us to proactively identify opportunities to help you better manage the tax burdens for you, your family and your business.