Financial and Tax Planning Toronto

Canadian tax planning Service

To be able to meet your planning requirements, we must first gain an understanding of both your company’s and your personal objectives. We can then recommend solutions that will assist you in achieving your goals through the implementation of a unified strategy based on this information.

We will develop customized accounting and tax strategies that are tailored to your specific requirements, whether it is necessary to use family trusts, structure a business for purchase or sale, negotiate with governments, run operations internationally, or plan for commodity taxes.

Owner/managers can take advantage of the following planning opportunities:

  • Income sharing with other members of the family.
  • Calculating the Capital Gains Exemption by a factor of two or more.
  • Restructuring in order to sell your company at a tax-efficient price.
  • Making the decision to transfer ownership of your company to the next generation.

Tax Consulting Service

Estate planning

In addition to ensuring that your assets are protected and distributed in accordance with your wishes, a well-designed estate plan can help you and your heirs reduce the tax burden that they will face.

Beyond having a wealth of knowledge and experience in developing solutions that will meet your needs while also providing you with the peace of mind that your financial affairs are in proper order, our Toronto Accountants for estate planning team is committed to providing you with the highest level of service possible.

What we do to assist

Some of the techniques that can be used to achieve long-term results include corporate reorganizations, estate and succession planning, as well as tax reduction and deferral strategies. Our expertise includes the acquisition and sale of businesses, as well as transactions involving international, US and cross-border transactions.

In addition to preparing commodity returns, personal income tax returns, and corporate tax returns, we also handle all of the necessary tax filing and reporting requirements to ensure compliance with provincial, federal, and international tax authorities, as well as with the Internal Revenue Service.

Who we collaborate with

Our goal is to increase cash flow while minimizing tax responsibilities by working closely with private business owners from throughout Toronto and Canada, their management teams as well as high-net-worth individuals and their families. With our proactive approach and innovative solutions, our tax accountants in Canada have helped thousands of individuals and corporations, many of whom we have worked with for decades, realize large personal and corporate tax savings.

Allow our team of Canadian tax accountants Toronto to assist you

Even the most insignificant financial decisions and transactions have an impact on the outcome’s taxation, regardless of how insignificant they appear to be. When you consider the fact that tax regulations are always changing, it becomes clear why it is so critical to analyze and change your tax strategy on a frequent basis. When it comes to one’s financial life, whether in business or personally, tax preparation should be a continual consideration in all aspects.

From year to year, it is likely that your tax objectives will not change. Ideally, you would like to keep as much of your hard-earned money as possible out of the hands of the Canada Revenue Agency (CRA), while simultaneously protecting and growing your assets. Isn’t it straightforward, isn’t it?

For more information, contact us today