Tax Planning

Would You Like to Shrink Your Yearly Tax Burden?
Our Proprietary Plan Will Minimize Your Tax Liability.

Our tax planning professionals focus on mastering the nuances of tax law, complex tax codes and staying up-to-date on changes that will affect your tax returns throughout the year.

We do this because we know that planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax savings strategies throughout the year that will benefit you all year long.

Our clients pay the least amount of taxes allowable by law because we help them look for ways to minimize their tax burden.

Let us help you with your tax planning, too!

Did you know, for instance, that you can:

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Move your income into lower tax brackets by splitting income among family members or legal entities.

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Shift income and/or expenses to different years in order to best take advantage of lower rates.

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Defer tax liability through some types of investment options.

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Avoid tax liability through some types of investment options, both on the federal and provincial level.

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Increase your tax deductions by purchasing things that you enjoy.

These, and other Tax Saving Strategies will help you:

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Benefit from the growth and savings of your own assets by keeping them out of the government’s hands.

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Reduce taxes on investments so that you can grow your money quicker.

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Keep more of what you make by reducing your taxed income.

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Defer income in order to keep your money now and pay your taxes later.

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Understand estate taxes and planning so that your family gets to keep more of what you make.

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Give money while reducing taxes to maximize your giving potential.

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Plan for retirement in ways that best benefit you.

When you become our client, you are paying for a tax planning service that will  pay you back. Most of our clients experience tax burden relief, as well as time saved and peace of mind. Our fees are often paid back through the reduced tax liability you will enjoy as part of our planning and legitimate tax savings strategies.

Ontario Corporate Tax Rate: Your Complete Guide

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Back Taxes in Canada: What You Owe, What Happens Next, and How to Fix It

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Alberta Corporate Tax Rate: What Every Business Owner Needs to Know

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Line 10400 on Your Tax Return: Other Employment Income Explained

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Line 15000 on Your Tax Return: Total Income Explained

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Self Employed Taxes Canada: What You Need to File, Pay, and Claim

Running your own business in Canada means the CRA is not your employer's problem anymore. No one is withholding income tax from your pay, remitting CPP on your behalf, or handing you a T4 at year end. All of that falls on you. Understanding how self employed taxes...

Capital Gains on Inherited Property in Canada: What You Need to Know

Inheriting property in Canada comes with a common misconception. Many people assume that because Canada has no inheritance tax, there is no tax to worry about at all. That is not accurate. While Canada has no inheritance tax, capital gains tax is applied to inherited...

Fiscal Year in Canada: How to Choose the Right Year-End for Your Business

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PREC: The Tax Advantage Every Canadian Real Estate Agent Should Know About

If you are a real estate agent in Canada earning strong commission income and still operating as a sole proprietor, there is a good chance you are paying significantly more tax than you need to. A Personal Real Estate Corporation, commonly known as a PREC, is a...