Tax Planning & Preparation
INTEGRATED TAX PLANNING AND TAX RETURN PREPARATION
Everything Revolves Around Taxation
Having an integrated tax planning and preparation practice within our firm gives us a greater understanding and ability to construct a robust financial plan.
tAX RETURNS
We prepare income tax returns for individuals, families and their small business. We review our client’s personal and business tax history to create a tax plan that maximizes after-tax income. We prepare and review the family and business tax structure with our clients on a periodic basis to ensure it is still meeting their needs and that nothing is causing unplanned tax liability, particularly when it comes to succession planning.
TAX PLANNING
Selling your home? Buying a rental property? Selling a business? Becoming self-employed? Undergoing a career transition? If you need information about how your plans will affect your current tax situation, we can help you with tax estimates and avoiding pitfalls. We also work with our clients’ current accounting and tax professionals to better provide an enhanced collaborative experience.



SHARE COMPENSATION PLANS
Has your employer offered you shares? We can help you to understand the tax impact of accepting share options and compensation, exercising them, and selling shares. Let us help you figure out how to make your shares work for you.
SELF-EMPLOYMENT
Let us help you learn about all the things you can deduct, paying quarterly taxes, record keeping and generally take the guess work out of being self-employed when it comes to your taxes.
An RCA (Retirement Compensation Arrangement) is a powerful, CRA approved retirement strategy. It’s best described as a “supercharged” RRSP because, unlike with an RRSP, there are no earning limits or mandatory withdrawals.

Start The Conversation
ARE WE A GOOD FIT?
Start The Conversation
ARE WE A GOOD FIT?
Like you, we’re selective about the long-term relationships in which we engage.
We’re looking for aspirational clients who require the whole spectrum of financial services because managing the whole is how we’re able to deliver unbeatable value – it’s our “secret sauce”.
If this describes you, let’s set up a meeting and get to know each other.